Tax Info Center

We have compiled this resource center to provide you with tools and resources to complement our tax services.  Click on the tabs below.

• Federal Tax Forms & IRS Publications
• Client Tax Organizer
• Tax Due Dates
• Track Your Refund

• Looking for a federal tax form or tax publication?
  IRS Federal Tax Forms & Publications
• A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office. Current clients should contact the office to request a “proforma” tax organizer that includes prior year information and carryover data.

  Download the Client Tax Organizer.

• August 2014
  August 1 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Jul 26-29 if the semiweekly deposit rule applies.
  August 6 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Jul 30-Aug 1 if the semiweekly deposit rule applies.
  August 8 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Aug 2-5 if the semiweekly deposit rule applies.
  August 11 Category: Business Owners
  File Form 941 for the second quarter if you timely deposited all required payments.
  Category: Employers (Payroll Taxes)
  Employers: Employees are required to report to you tips of $20 or more earned during July.
  August 13 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Aug 6-8 if the semiweekly deposit rule applies.
  August 15 Category: Employers (Payroll Taxes)
  Deposit payroll tax for Jul if the monthly deposit rule applies.
  Deposit payroll tax for payments on Aug 9-12 if the semiweekly deposit rule applies.
  August 20 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Aug 13-15 if the semiweekly deposit rule applies.
  August 22 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Aug 16-19 if the semiweekly deposit rule applies.
  August 27 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Aug 20-22 if the semiweekly deposit rule applies.
  August 29 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Aug 23-26 if the semiweekly deposit rule applies.
  September 2014
  September 2 Category: Business Owners
  File Form 730 and pay tax on wagers accepted during July.
  File Form 2290 and pay the tax for vehicles first used during July.
  September 4 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Aug 27-29 if the semiweekly deposit rule applies.
  September 5 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Aug 30-Sep 2 if the semiweekly deposit rule applies.
  September 10 Category: Employers (Payroll Taxes)
  Employers: Employees are required to report to you tips of $20 ore more earned during August.
  Deposit payroll tax for payments on Sep 3-5 if the semiweekly deposit rule applies.
  September 12 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Sep 6-9 if the semiweekly deposit rule applies.
  September 15 Category: Corporations
  Corporations: File calendar year Form 1120 or 1120S if you timely requested a 6-month extension.
  Corporations: Deposit the third installment of your 2014 estimated tax.
  Category: Employers (Payroll Taxes)
  Deposit payroll tax for Aug if the monthly deposit rule applies.
  Category: Individuals
  Individuals: Pay the third installment of your 2014 estimated tax.
  Category: Partnerships
  Partnerships: File Form 1065 if you timely requested a 5-month extension.
  September 17 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Sep 10-12 if the semiweekly deposit rule applies.
  September 19 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Sep 13-16 if the semiweekly deposit rule applies.
  September 24 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Sep 17-19 if the semiweekly deposit rule applies.
  September 26 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Sep 20-23 if the semiweekly deposit rule applies.
  September 30 Category: Business Owners
  File Form 730 and pay tax on wagers accepted during August.
  Category: Employers (Payroll Taxes)
  File Form 2290 and pay the tax for vehicles first used during August.
  October 2014
  October 1 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Sep 24-26 if the semiweekly deposit rule applies.
  October 3 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Sep 27-30 if the semiweekly deposit rule applies.
  October 8 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Oct 1-3 if the semiweekly deposit rule applies.
  October 10 Category: Employers (Payroll Taxes)
  Employers: Employees are required to report to you tips of $20 or more earned during September.
  Deposit payroll tax for payments on Oct 4-7 if the semiweekly deposit rule applies.
  October 15 Category: Business Owners
  File Form 5500 if you timely requested an extension on Form 5558.
  Category: Employers (Payroll Taxes)
  Deposit payroll tax for Sep if the monthly deposit rule applies.
  Category: Individuals
  Individuals: File Form 1040, 1040A, or 1040EZ if you timely requested a 6-month extension.
  Category: Partnerships
  Electing Large Partnerships: File Form 1065-B if you timely requested a 6-month extension.
  October 16 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Oct 8-10 if the semiweekly deposit rule applies.
  October 17 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Oct 11-14 if the semiweekly deposit rule applies.
  October 22 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Oct 15-17 if the semiweekly deposit rule applies.
  October 24 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Oct 18-21 if the semiweekly deposit rule applies.
  October 29 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Oct 22-24 if the semiweekly deposit rule applies.
  October 31 Category: Business Owners
  File Form 720 for the third quarter.
  File Form 730 and pay tax on wagers accepted during September.
  File Form 2290 and pay the tax for vehicles first used during September.
  File Form 941 for the third quarter.
  Deposit FUTA owed through Sep if more than $500.
  Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Oct 25-28 if the semiweekly deposit rule applies.
  November 2014
  November 5 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Oct 29-31 if the semiweekly deposit rule applies.
  November 7 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Nov 1-4 if the semiweekly deposit rule applies.
  November 10 Category: Business Owners
  File Form 941 for the third quarter if you timely deposited all required payments.
  Category: Employers (Payroll Taxes)
  Employers: Employees are required to report to you tips of $20 or more earned during October.
  November 13 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Nov 5-7 if the semiweekly deposit rule applies.
  November 14 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Nov 8-11 if the semiweekly deposit rule applies.
  November 17 Category: Employers (Payroll Taxes)
  Deposit payroll tax for Oct if the monthly rule applies.
  November 19 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Nov 12-14 if the semiweekly deposit rule applies.
  November 21 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Nov 15-18 if the semiweekly deposit rule applies.
  November 26 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Nov 19-21 if the semiweekly deposit rule applies.
  December 2014
  December 1 Category: Business Owners
  File Form 730 and pay tax on wagers accepted during October.
  File Form 2290 and pay the tax for vehicles first used during October.
  Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Nov 22-25 if the semiweekly deposit rule applies.
  December 3 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Nov 26-28 if the semiweekly deposit rule applies.
  December 5 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Nov 29-Dec 2 if the semiweekly deposit rule applies.
  December 10 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Dec 3-5 if the semiweekly deposit rule applies.
  Employers: Employees are required to report to you tips of $20 or more earned during November.
  December 12 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Dec 6-9 if the semiweekly deposit rule applies.
  December 15 Category: Corporations
  Corporations: Deposit the fourth installment of your 2014 estimated tax.
  December 17 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Dec 10-12 if the semiweekly deposit rule applies.
  December 19 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Dec 13-16 if the semiweekly deposit rule applies.
  December 24 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Dec 17-19 if the semiweekly deposit rule applies.
  December 29 Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Dec 20-23 if the semiweekly deposit rule applies.
  December 31 Category: Business Owners
  File Form 730 and pay tax on wagers accepted during November.
  File Form 2290 and pay the tax for vehicles first used during November.
  Category: Employers (Payroll Taxes)
  Deposit payroll tax for payments on Dec 24-26 if the semiweekly deposit rule applies.

• Track your federal refund.

  Track your Virginia Refund.