As we are rapidly approaching the extension deadlines, we wanted to remind you about our submission deadlines for timely completion of your income tax returns.

For business returns, we must receive your information no later than Friday July 23, 2021 to guarantee on time completion on or before the September 15, 2021 extension filing deadline. Please submit your individual documentation as well at the same time so that we may complete the tax returns together.

For individuals, we must receive your information no later than Friday September 10, 2021 to guarantee on time completion on or before the October 15, 2021 extension filing deadline.

For all client submissions, we do request that you submit a completed checklist (individual and business) for each return which we will be preparing. It ensures that we are providing you with the most accurate returns possible.

If you would like an organizer or checklist, please email Lisa (Lisa@phocuscompanies.com) or Michele (Micheles@phocuscompanies.com) to request them, we will be happy to provide these for you.

As always, thank you for continuing to allow us to be your Trusted Advisors.