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