O'Mara & Associates
Give Us a Call 845-279-2228
SCHEDULE OF DUE DATES REQUIRING APPOINTMENTS
- Plan your business and personal finances so that you pay the least tax due under the law
- Fair, professional prompt and courteous treatment, and consistent and fair application of the laws
- Representation chosen by yourself
- Expect meetings to be scheduled at a reasonable time and place
- Confidential treatment of your personal and financial information, and a complete explanation of why information is needed; how it is to be used; and what might happen if you do not provide the requested information
- Written notice containing a description of the basis for the tax due and for the interest and penalties assessed
- Receive a written statement of your rights and obligations during the audit, appeals, refund and collection process
- Safeguards and time limits before and after your property and bank accounts are seized
- Request installment payments
- Contact the Problem Resolution Office to request that the Taxpayer Ombudsman issue a Taxpayer Assistance Order if you suffer, or are about to suffer, a significant hardship because of the administration of the tax laws
- Initiate a lawsuit for failure to remove wrongful liens and for recklessly or intentionally disregarding the laws and regulations in the collection of taxes
- Free information and assistance in filing your tax returns and complying with the tax laws
Businesses
Federal and state income tax returns.......................March 15
Request for filing extension.............................March 15
Tax returns on extension..........................September 15
Payroll tax reports.......................................................April 30
(if payroll taxes exceed $2,500 per July 31
quarter they must be deposited monthly October 31
by the 15th of the following month) January 31
Sales taxes............................. New York Connecticut
March 20 April 30
June 20 July 31
September 20 October 31
December 20 January 31
Form 1099 and Form W-2.....................................January 31
Please schedule an appointment to bring in quarterly financial information (bank statements, cancelled checks, check stubs and cash receipts) one month before the due dates that apply to your business. Penalties are imposed if tax returns are not filed by the due date. If you are in business for yourself the law mandates that W-2s and Payroll Tax returns be filed for employees and Form 1099MISC be filed for all independent contactors, subcontractors and other businesses you pay for services to your company (required information includes: full name, company name, address, social security or federal tax ID number and total amount paid).
TAXPAYERS BILL OF RIGHTS - YOU HAVE THE RIGHT TO...
Individuals
Federal and state income tax returns........................April 15
Request for filing extension..............................April 15
Tax returns on extension.............................October 15
Estimated tax payments (quarterly)..........................April 15
June 15
September 15
January 15
Basic STAR and Enhanced STAR Applications........March 1
Partnerships
Federal and state income tax returns........................April 15
Request for filing extension..............................April 15
Tax returns on extension.........................September 15
Please schedule an appointment once you have received all tax documents. Getting an early start on tax returns in February or March makes sense: If you are due a refund, get your money early and put it to work for you rather than the government; IRS tax processing is less busy early in the season so you'll also get your refund faster; If you owe taxes you'll have more time to prepare for payment and eliminate penalties and expensive last-minute payment options; You'll be ready to submit financial aid and STAR applications on time. Scheduling an early tax appointment helps avoid a last-minute extension request.
