Deadlines and Dates You Oughta Know


 

Brooklyn FI Office Closures

Brooklyn FI is typically closed on the following holidays.

January 23 - MLK Day

May 30 - Memorial Day

June 13th - Juneteenth

July 4 - Independence Day

September 4th - Labor Day

November 23, 24, 25 - Thanksgiving

December 26, 27, 28, 29, 30 - Holiday Break

 

Brooklyn FI Client deadlines

Important deadlines to keep in mind

February 15th - Deadline to upload your tax documents to file on time (By April 15th)

February 28th- Deadline for NEW clients to sign a contract and get an estimate of tax owed for extension (By April 15th)

November 15th - Deadline for NEW clients to sign a contract to do a tax planning meeting before year-end

November 15th - Deadline to open new investment accounts by year-end


IRS + STATUTORY DEADLINES (YIKES)

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January 15th - Deadline to make your Q4 estimated payment for prior year

February 1st - Deadline to mail 1099s to contractors

March 15th - Deadline for S-corps and Partnerships to file a tax return OR request an extension

April 15th - Deadline for individuals and C-corps to file a tax return OR request an extension

April 15th - Deadline to make IRA contributions for the prior year

April 15th - Deadline to make your Q1 estimated payment

June 15th - Deadline to make your Q2 estimated payment

September 15th - Extended deadline for S-corps and Partnerships to file a tax return

September 15th - Deadline to make your Q3 estimated payment

October 1st - Deadline for business owners to elect a safe-harbor 401(k) for employees

October 15th - Extended deadline for individuals to file a tax return

October 15th - Extended deadline for individuals to make a SEP-IRA contribution (only if the extension was timely filed by 4/15)

January 15th - Deadline to make your Q4 estimated payment