Important dates
We at the Koenig Group, LLC are more than just tax preparers. We directly, or through our network of Strategic Business Professionals, provide the following services that have successfully helped many of our clients:
- Retirement Planning
- Payroll Processing
- Estate and Trust Tax and Fiduciary Services
- Estate and Financial Planning
- Certified Specialists in Estate Planning
- Personal Financial Specialist
- Certified Financial Planners
- Banking Relationships
- Home Mortgage and Refinance
- Insurance Planning
- College Planning
- Wealth Management
- Full Outsource Bookkeeping Services. Accounting CAS-Client Advisory Services
- Business Enterprise Accounting and Tax Services
- Eldercare Bookkeeping and Family Office services
- Attorney Relationships in Various Legal Disciplines
- Real Estate Housing Development, Management, Consulting and Reporting
Important dates
Mid-January
You will receive your Tax Organizer.
March 20
This is the last date to submit your initial tax information package to ensure your return will be prepared without an extension of time to file.
April 5
This is the last date to submit any follow up tax information.
Any return with information submitted after this date will automatically go on extension
April 15
This is the filing due date.
As a reminder, you must remit payment for all taxes by the filing due date. An extension applies only to the filing of your return and not the payment of any tax liability. If your tax liability isn’t satisfied by the filing due date, you will be responsible for any Penalties and Interest that may be assessed.
Individual Tax Return Preparation Process
TAX ORGANIZERS
The tax organizer will be delivered by email through our SafeSend delivery platform in mid-January.
We prefer that the organizer be completed and returned to us electronically.
You have the option to print, complete and submit the organizer to us along with your tax documents.
TAX DOCUMENT SUBMISSION
Once your organizer is complete, you will have the opportunity to upload your tax documents electronically through the SafeSend delivery platform. Alteratively, you have the option to mail or drop-off your organizer and tax documents to our office in Clark, NJ.
TAX RETURN PREPARATION & REVIEW
Following tax document submission, a member of our team may contact you to request additional information or discuss the details of your documentation to ensure that your returns are prepared accurately. A manager or partner of the firm will perform a technical review of your returns and contact you to finalize the results.
TAX RETURN DELIVERY & FILING
After your return has been prepared, reviewed, and finalized, you will receive an email through the SafeSend delivery platform. Through this email you will be able to approve your return and digitally sign the appropriate documents authorizing our office to electronically file your tax returns. In the event that you cannot sign in a digital format, you will be able to print, manually sign and return the appropriate forms to our office.
(848) 235-5405 – 1093 Raritan Rd 2nd floor, Clark, NJ 07066-koenigcpa.net – info@koenigcpa.net