Tax Return Information

Our Tax Return Preparation Process

Receive Tax Return Package	We send you: Engagement Letter Tax Organizer/Questionnaire Foreign Accounts Information Sheet
Provide Your Tax Information by March 5, 2023	You send us: Signed Engagement Letter and retainer Completed Tax Organizer and Questionnaire Supporting tax documents, if needed Prior year’s federal and state returns
Relax – Tax Return Preparation (3-4 weeks)	Your tax preparer: Reaches out to you Requests clarification and additional information, if needed Prepares your returns and submits them for quality review
Deliver Tax Return by Due Dates	You receive a copy of your tax returns from us and: If e-filing, sign and return your e-file forms to us (once accepted, we will send you the e-file confirmation) If paper filing, sign and mail your returns to the address provided
Provide Feedback on our Performance	We request your opinion and you: Fill out our survey and tell us how we did

Extra Services and Other Important Due Dates

If you would like to have your tax returns extended	Provide us your tax information by March 18, 2023, for an extension calculation
If you live abroad on April 15, 2023, or are certain U.S. Non-residents	Provide us your complete tax information by May 15, 2023, to have your tax returns filed by June 15, 2023
If you have applied for an extension of time to file your tax returns	Provide us your complete tax information by September 5, 2023, to have your tax returns filed by October 16, 2023

If you have ANY questions, please contact us at +1 703.502.9500!

Important Tax Dates

January 17, 2023	4th quarter 2022 estimated tax payment due
February 25, 2023	Last day to submit Form 3520-A Foreign Grantor Trust, for the March 15 –filing deadline or for efiling the extension Form 7004
March 5, 2023	Last day to submit complete tax information for the April 18 filing deadline
March 15, 2023	Due date for Form 3520-A Foreign Grantor Trust Due date for Form 1065, Partnerships Due date for Form 1120-S, S Corportations Due date for Form 7004, Extension for Foreign Trust, Partnership, and S Corp returns
March 18, 2023	Last day to submit information for an extension calculation
April 18, 2023	Due date for Form 1040, Individual Tax Returns* Due date for Form 1040NR, Nonresident tax Returns, if you were an employee and received wages subject to U.S. income tax withholding 1st quarter 2023 estimated tax payment due Last day to file an extension for individual returns
June 15, 2023	Due date for Form 1040NR, Nonresident Tax Returns Due date for Form 1040 for certain U.S. persons living outside the U.S. 2nd quarter 2023 estimated tax payment due
September 5, 2023	Last day to submit complete tax information for extended returns due on October 16
September 15, 2023	3rd quarter 2023 estimated tax payment due Extended due date for Form 3520-A, Foreign Grantor Trust Extended due date for Form 1065, Partnerships Extended due date for Form 1120-S, S Corporations
October 16, 2023	Extended due date for Form 1040, Individual Tax Return Extended due date for Form 1040NR, Nonresident Tax Return

Notes:
* Foreign Bank Account Reports (FBARs) are due at the same time as your individual tax returns.
** State tax returns may be due on April 18 or another earlier date before June 15

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.