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Our Tax Return Preparation Process
Receive Engagement Letter We send you:
  • Engagement Letter (your choice of paper or electronic)
Receive Tax Return Package We send you:
  • Tax Organizer/Questionnaire (your choice of paper or electronic)
Provide Your Tax Information You send us:
  • Completed Tax Organizer and Questionnaire
  • Supporting tax documents
Tax Return Preparation (2-4 weeks) Your tax preparer:
  • Reaches out to you
  • Prepares your returns
  • Requests clarification and additional information, if needed
Deliver Tax Return by Due Dates You receive a copy of your tax returns from us and:
  • If e-filing, sign and return your e-file forms to us
  • If paper filing, sign and mail your returns to the address provided
  • Make all payments required by check to taxing agencies by required due dates
Provide Feedback on our Performance We request your opinion and you:
  • Fill out our survey and tell us how we did
Important Due Dates
01/15/2025
  • 4th quarter 2024 estimated tax payment due
03/17/2025
  • Due date for Form 1065, Partnerships
  • Due date for Form 1120-S, S Corporations
  • Due date for Form 7004, Extension for Foreign Trust, Partnership, and S Corp returns
  • Last day to submit complete tax information for the April 15 filing deadline
04/01/2025
  • Last day to submit information for an extension calculation
04/15/2025
  • Due date for Form 1040, Individual Tax Returns*
  • Due date for Form 1120, C Corporation Tax Returns
  • Due date for Form 1041, Estate and Trust Tax Returns
  • 1st quarter 2025 estimated tax payment due
  • Due date for Form 1040NR, Nonresident tax Returns, if you were an employee and received wages subject to U.S. income tax withholding
  • Last day to file an extension for individual, trust, and C Corp returns
05/15/2025
  • Due date for Form 990, Non-Profit Tax Return
  • Due date for Form 8752, Fiscal Year Deposits
06/16/2025
  • Due date for Form 1040NR, Nonresident Tax Returns**
  • Due date for Form 1040 for certain U.S. persons living outside the U.S.**
  • 2nd quarter 2025 estimated tax payment due
08/15/2025
  • Last day to submit complete tax information for extended returns due on Sept. 30
09/15/2025
  • Last day to submit complete tax information for extended returns due on Oct. 15
  • 3rd quarter 2025 estimated tax payment due
  • Extended due date for Form 1065, Partnerships
  • Extended due date for Form 1120-S, S Corporations
09/30/2025
  • Extended due date for Form 1041, Estate and Trust Tax Returns
10/15/2025
  • Extended due date for Form 1040, Individual Tax Return
  • Extended due date for Form 1040NR, Nonresident Tax Return
  • Extended due date for Form 1120, C Corporation Tax Return
11/17/2025
  • Extended due date for Form 990, Non-Profit Tax Return

Notes: * Foreign Bank Account Reports (FBARs) are due at the same time as your individual tax returns. ** State tax returns may be due on April 15 or another earlier date before June 16

Other Important Due Dates
If you would like to have your tax returns extended Provide us your tax information by 04/01/2025 for an extension calculation
If you live abroad on 04/15/2025 or are certain U.S. Non-residents Provide us your complete tax information by 05/16/2025 to have your tax returns filed by 06/16/2025
If you have applied for an extension of time to file your tax returns Provide us your complete tax information by 09/15/2025 to have your tax returns filed by 10/15/2025
Check Your Refund Status

Click on the hyperlinks below to access federal, state, and local sites.

Federal
Internal Revenue Service

 

IRS Identity Protection PIN Information

Anyone with a social security number (SSN) or Individual Tax Identification Number (ITIN) can request an Identity Protection PIN from the IRS to protect themselves from tax-related identity theft. You will receive a new six-digit PIN each year, which will be required to submit your tax return electronically.

  • Apply for an IRS Identity Protection PIN here.
  • Lost your Identity Protection PIN? Retrieve your PIN here. 

Would you like to access your tax information directly from the IRS?

The IRS has made it easier for taxpayers to access their account information on the IRS website. You can check your payment history, make payments, check the status of your tax return, among other actions. Check out this short IRS YouTube video to learn how.

Questions?

Want to update your default method of delivery? Can’t find your organizer package? Questions about our process? Contact our Tax Administrator, Dierdre Griffin at djg@barneswendling.com or call us at (216) 566-9000.