Business Owner Basics
Apply for an Employer Identification Number: IRS
Business credit card: Chase Ink
Bookkeeping software: Quickbooks Online Accountant
Online bookkeeping solution: Bench
Bookkeeping, payroll, reporting in one place: Our CFO Services
Deadlines! Don’t miss em!
If our deadlines are missed, you will automatically be placed on extension.
January 15th - Deadline for business owners to provide information for us to mail 1099s. If you paid any independent contractors more than $600, you must upload the requested documents to the Link portal so that we can mail the 1099s by the IRS deadline of January 31st.
March 1st - Deadline for individual (and married) filers to upload all their documents to the Link portal. (All, meaning you aren’t missing any 1099s and every question is answered)
April 15th - IRS deadline by which tax returns must be filed and payments received. Extensions must be filed with estimates for those extending by 6 months.
February 15th - Deadline to upload documents to the Link portal.
March 15th - IRS Deadline for filing partnership returns
March 15th - Deadline to request an extension and make an estimated payment.
July 1st - Deadline for individual (and married) filers to upload all their documents to the Link portal. (All, meaning you aren’t missing any 1099s and every question is answered)
October 15th - IRS deadline for extended returns to be filed and payment to be made.
Expense organizers for freelancers
General business owner
(applicable to most business owners and freelancers)
Download excel here
Download PDF here