Stay Ahead Of Tax Deadlines
To insure a successful tax season, we want to remind you of some critical tax-related deadlines and important steps to ensure a smooth and timely filing process.
Key Reminders:
1. Accounting Records
Need assistance cleaning up your accounting records before filing? Please contact us early to avoid delays and meet key deadlines.
2. Clean Up ShareFile
If you are a user of our ShareFile portal, please note that as of 1/31/25 all documents that have been in the portal for longer than 1 year will be automatically deleted. If you have any documents or tax returns that you would like to save, please be sure to log in and download them before 1/31/25.
3. Document Deadlines for Filing
Corporate Returns: Submit all corporate information and documents to our office by February 15, 2025, to meet the March 15, 2025 filing deadline.
Individual Returns: Submit all individual information by March 15, 2025, to meet the April 15, 2025 deadline.
Submissions after these dates may require filing for an extension.
4. Scheduling Meetings
If you would like to schedule an in-person or remote meeting with our associates, please use the links below and ensure all documents are submitted to our office at least five business days before your appointment date.
We are committed to helping you meet these deadlines and avoid unnecessary penalties. Please do not hesitate to contact us at if you have any questions or need assistance.
Thank you for your attention to these important matters.
To schedule an in-person or remote meeting use these links:
for Pat Higgins: https://www.calendly.com/phiggins-sha
for Greg Specht: https://www.calendly.com/gspecht-sha
To contact our associates use this email:
610-667-0800
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