So that we may accurately prepare your individual tax return(s), we have provided a checklist for your convenience. This is to ensure that any itemized deductions, exemptions, income & expenses, etc. are not overlooked. Please print it out and include it with your tax information.

Individual Checklists:

• Click Here for the New Client Sheet (Individual)
  
  

• Click Here for the 2011 Individual Worksheets
  

Individual Due Dates:

January

01 - 1st Quarter Begins
15 - 4th Quarter federal estimate due (Form 1040ES)
15 - 4th Quarter state estimate due (Form MI-1040ES)
31 - W-2s need to be distributed to employees
31 - 1099s need to be distributed to recipients
31 - Michigan Personal Property Tax (PPT) returns due to city or township where business operates

February

02 - 4th Quarter Michigan SBT Estimate due
18 - If you claimed exemption from income tax w/h lat year on form W-4, fill out new, updated W-4 in order to continue the exemption for an additional year
28 - Form W-3 & Form 1096 due to the Internal Revenue Service
28 - Annual Michigan State Reconciliation due to Michigan Department of Treasury

March

31 - End of 1st Quarter

April

01 - 2nd Quarter Begins
15 - Individual income tax returns (Form 1040, 1040A, 1040EZ) & previous year's tax liability due
15 - Individual 6-month automatic extension (Form 4868) due
15 - 1st Quarter federal estimate due (Form 1040ES)
15 - 1st Quarter state estimate due (Form MI-1040ES)
30 - Annual Michigan SBT return due
30 - Michigan SBT Extension due

May

          N/A

June

15 - 2nd Quarter federal estimate due (Form 1040ES)
15 - 2nd Quarter state estimate due (Form MI-1040ES)
30 - End of 2nd Quarter

July

01 - 3rd Quarter Begins

August

15 - Form 1040, 1040A or 1040EZ due with extension

September

15 - 3rd Quarter federal estimate due (Form 1040ES)
15 - 3rd Quarter state estimate due (Form MI-1040ES)
30 - End of 3rd Quarter

October

15 - Form 1040, 1040A or 1040EZ due with additional extension

November

December

31 - End of 4th Quarter

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Hours of Operation:
Mon –  Fri:   8:00am - 4:30pm
Sat & Sun:   CLOSED

Tax Season (1/30 - 4/15)
Mon –  Fri:   8:00am - 8:00pm
Sat: 9:00am - 1:00pm
Sun:   CLOSED

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