Tax Return Information

Our Tax Return Preparation Process

Important Tax Dates

January 15, 2021	4th quarter 2020 estimated tax payment due
February 28, 2021	Last day to submit Form 3520-A Foreign Grantor Trust information March 15 – extension form due date September 15 – extended due date
March 9, 2021	Last day to submit complete tax information for 4/15 deadline
March 19, 2021	Last day to submit information for extension calculation
April 15, 2021	Individual tax returns due for tax year 2020 1st quarter 2021 estimated tax payment due Individual tax return extension form due
June 15, 2021	2nd quarter 2021 estimated tax payment due
September 15, 2021	Last day to submit complete tax information for extended returns due on 10/15
September 15, 2021	3rd quarter 2021 estimated tax payment due
October 15, 2021	Extended individual tax returns due

IRS Electronic Payment Options

1. Electronic Federal Tax Payment System (EFTPS) for Businesses

EFTPS is a system for paying federal taxes electronically via the Internet or phone. EFTPS is offered free by the U.S. Department of Treasury. You can obtain information on EFTPS at http://www.irs.gov/uac/EFTPS-The-Electronic-Federal-Tax-Payment-System

Functionality and Perks:

Make payments electronically, 24/7
Schedule payments up to 365 days in advance
Schedule multiple or recurring payments
Pay balances due, income taxes, employment taxes, and/or estimated taxes
Access up to 16 months of payment history of payments made via EFTPS

Enrollment:

Sign up at https://www.eftps.gov/eftps/
NOTE: Enrollment generally takes several weeks! Once you complete the online enrollment, the IRS will send you your EFTPS PIN via U.S. mail.

2. “Direct Pay” for Individuals

“Direct Pay” is available through the IRS and allows taxpayers to make tax payments without having to enroll in EFTPS. Information is available at http://www.irs.gov/Payments/Direct-Pay.

Functionality and Perks:

Make one-time payments directly from a U.S. bank account
Schedule payments up to 30 days in advance
Receive instant confirmation that your payment has been submitted
Avoid the EFTPS enrollment process
Pay balances due, income taxes, employment taxes, and/or estimated payments

Additional information is available at http://www.irs.gov/Payments/Direct-Pay-Help

Request a Transcript or Copy of a Prior Year Return

Request an IRS Transcript

Request Copies of your State Tax Returns

Virginia
District of Columbia
Maryland
New York
California

Would you like to access your tax information directly from the IRS?

The IRS has made it easier for taxpayers to access their account information on the IRS website. You can check your payment history, make payments, check the status of your tax return, among other actions. Check out this short IRS YouTube video to learn how.

Also, the IRS now has an option to check the status of your stimulus payments.

Can’t find your tax package?

Contact our Office Manager, Yolanda Medina.

Ready for a free discovery call?

Book it Now

Why The Wolf Group?

Since 1983, we’ve worked with clients in the United States and abroad on international tax matters. We have a long history of “cleaning up” complex tax returns, reporting foreign assets, and reconstructing financial records.

Check out our extensive team of CPAs, all with vast international tax experience.

Looking for a Nexia International Partner?

We’re an active member of Nexia International, a global network of independent accountancy, tax and business advisors with over 250 firms around the globe.