Resources

Organizing your finances alone can be stressful, but at Robert W. Schultz, CPA, we are here to help. By preparing your documents before a meeting, you can help us make this experience positive and stress-free for everyone.

Most tax documents are post-marked as of January 31st and received in February, but on occasion, forms are either sent in late or amended. Please place all of your tax forms and related documents in one folder or envelope as you receive them. Having these documents together with your tax organizer can make the tax return process smoother and minimize your costs.

If you are a first time client, please schedule an appointment for initial consultation. Please be sure to have your previous year’s tax return and current year tax documents to ensure a complete tax preparation.

Returning clients should refer to their organizer and complete it as best as possible. You may schedule an appointment to consult with a tax preparer or simply drop off your tax documents for tax preparation at our office.

Calendar of Filing Deadlines

Payroll Taxes:

Filing Period Date Due
1st Quarter January – March April 30th
2nd Quarter April – June July 31st
3rd Quarter July – September October 31st
4th Quarter October – December January 31st

New York State Sales Tax

Filing Period Date Due
1st Quarter February – May June 20th
2nd Quarter June – August September 20th
3rd Quarter September – November December 20th
4th Quarter December – February March 20th
Annual March – February March 20th
(of the next year)

Pennsylvania Sales Tax 

Filing Period Date Due
1st Quarter January – March April 20th
2nd Quarter April – June July 20th
3rd Quarter July – September October 20th
4th Quarter October – December January 20th
Semi-Annual January – June August 21st
Semi-Annual August – December February 21st

Tax Returns

Type Filing Period Date Due
Individual Annual 1040 Jan-Dec April 15th
Partnership Annual 1065 Jan-Dec April 15th
Corporate Annual 11205 Jan-Dec March 15th
Corporate Annual 1120 Jan-Dec March 15th
Non-Profit Annual 990 Jan-Dec May 15th

Taxation Links:

Internal Revenue Service
Forms: W-4, W-9, I-9, SS-4

New York State Department of Taxation and Finance
Forms: IT-2104

New York State Department of Labor

Pennsylvania Department of Revenue, www.revenue.state.pa.us

New Jersey Department of Revenue, www.state.nj.us

Business Associates:

Tri-State Chamber of Commerce www.tristatechamber.org

Minisink Valley Historical Society, www.minisink.org