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  • Writer's pictureSamantha Hawkins

Tax Talk: Deadlines, Planning, Tips & Updates

Reminder: Upcoming Tax Deadlines

September 15th Partnership ~ Form 1065 S-Corporation ~ Form 1120-S *Q3 2021 estimated income tax payments are also due* For the September 15th deadline, if we have not received any of your tax documentation to date, we cannot guarantee timely filing. For those that have received follow-up information requests, please provide your documentation by September 7th. Anything received after this date, will surely delay your filing due to volume. October 15th Corporation ~ Form 1120 Individual ~ Form 1040 For the October 15th deadline, please provide your documentation, initial and follow-up requests, by October 1st. Anything received after this date, will more than likely delay in your filing due to volume.

All tax documentation must be submitted via the portal. If you are unsure if you have access to the portal, please follow the steps below:

  1. Check your inbox and spam for an invite from Client Axcess.

  2. If you confirmed that you did not receive the invite, please log in via our website - - by clicking on "Portal Login" at the top then "Forgot Password." Instructions will be sent to your email address.

  3. If you are still having trouble logging in, please send an email to to request access or assistance.

Consultations will resume after October 15.

Tax Planning Resources & Tips

  • Make all charitable contributions to qualified exempt organizations (not individuals or to personal fundraisers) by December 31st

    • The CARES Act extended the suspension of the 60% adjusted gross income (AGI) limit, allowing individuals to deduct cash charitable contributions made in 2021 up to 100% of their AGI.

  • Maximize your Health Spending Account (HSA). Contributions to HSAs are tax-deductible, and the withdrawals are tax-free, too, so long as you use them for qualified medical expenses.

  • Open a 529 Plan for your child(ren). You can’t deduct contributions on your federal income taxes, but you might be able to on your state return if you’re putting money into your state’s 529 plan.

  • Review your total withholding to determine if you will have a shortfall and/or have a need to make an additional payment towards your tax accounts.

  • Business owners/freelancers/independent contractors, maximize your business deductions rather than accept reimbursement for related expenses. You cannot deduct expenses that you have been reimbursed for.

  • Gather your documentation early. As a client, you have access to your client portal year round.

  • Introduce your advisory team to each other and communicate with them early and often.

  • Do not wait until tax time to communicate with your CPA and risk the chance to properly plan, as many things must be done by December 31st in order to lessen your tax burden.

Be sure to contact us with any questions. We are happy to help!

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