Get Ready for Tax Season 2024
Thank you for choosing Dukes Accounting & Tax Services for your tax preparation needs. We have listed a few reminders and updates for your reference here. Take a moment to review this page and ensure you have everything you need to have your taxes filed quickly and seamlessly this tax season. When you are ready, click the button below to get started. We look forward to working with you this season and hearing from you soon!
Get your Documents ready
W - 2's
1099's (if any)
Driver's license or state ID
Proof of residence (such as rent, mortgage, or lease statement)
Proof of dependent eligibility (a document that shows the child resided with you such as report card or medical statement)
Documented income and expenses if your are self - employed or claiming itemized deductions (we can help you get this information together if needed)
Prior year tax return (new clients only)
Any IRS letters received
View Your Account on the IRS Website
Go to irs.gov
Select Sign in to Your Account
Click Sign in to Your Account again
Sign in with ID.me or Create an account if it is your first time
Throughout the tax season, there are several dates to keep in mind. Knowing these dates will ensure you don't miss a tax deadline and encounter penalties.
Tax Season Start Date
Tax season starts January 29, 2024. However, you can start filing today, and when the processing window opens, you'll be one of the first to be processed. Need your refund now? Ask about our fast cash advance program and get up to $7,000!
Tax Season Deadline
Avoid the late filing penalty. File your tax return by April 15, 2024. If you are not ready to file by April 15, you can file an extension of time to file by the deadline and get 6 more months to prepare.
Business Tax Deadline
Certain business tax returns are due by March 15, 2024. If you have a Partnership, LLC, or S - Corporation, you must file by March 15, 2024. However, if your company is setup as a C - Corporation (your business name, Inc.) and you did NOT elect to be an S - Corp, your tax return is due by April 15, 2024.
Last Day to pay 2023
The deadline to make the last estimated tax payment on your 2023 income if you owed taxes last year or did not pay withholding taxes in 2023 is January 16, 2024.
2024 Tax Extension Deadline
If you filed a timely tax return extension on or before April, 15, 2024, you have until October 15, 2024 to file your 2023 tax return. However if you expect to have a balance due, pay your taxes with your extension to avoid late payment penalties.
2024 Business Tax Extension Deadline
If you filed a timely Business tax return extension on or before March 15, 2024, you have until September 15, 2024 to file your 2023 tax return. If you are a C - Corp, you have until October 15, 2024 to file your extended tax return. However if you expect to have a balance due, pay your taxes with your extension to avoid late payment penalties.
File and Provide 2023 Tax Form
All employers must file and furnish W-2 statements and certain other tax forms including 1099-NEC to employees and contract workers by January 31, 2024. If you have not received your W - 2 or 1099-NEC by then, contact your employer.