Tax Guide

DOCUMENT MANAGEMENT

· Stay safe - Please don’t email your documents, use one of our platforms

     o Primary - Karbon (click here for tutorial)

     o Secondary - Sharefile (log in here: https://bleuxfinancial.sharefile.com ) 

        (This link can also be found in the signature of our emails)

· To better process your information, we do not accept jpegs or Apple Numbers files

     o Please use pdfs and Excel files instead

· If you have a physical document that you need to share with us, please use a scanning app instead of taking a photo. We recommend using Genius Scan.

· We mainly communicate via email, in order to avoid missing communications from us, please add bleux.net to your safe list and/or create a dedicated email for us

IRS LOGINS

· IRS Platform for individuals, use it to view records, pull transcripts, create payment plans, pay, view balance and more...

     o Create account here: https://www.irs.gov/payments/your-online-account

· IRS Website for direct payments for individuals without a login 

     o Access here: https://www.irs.gov/payments/direct-pay

· IRS Platform for businesses (except for 1120 filers)

     o Access here: https://www.irs.gov/businesses/business-tax-account

IRS TAX DEADLINES

· March 17th: Tax Filing due date for 1065 and 1120-S

· April 15th: Tax Filing due date for 1040 and 1120

· September 15th: If Extension filed, Tax filing due date for 1065 and 1120-S

· October 15th: If Extension filed, Tax filing due date for 1040 and 1120

BLEUX’S DEADLINES

· February 1st: Deadline to provide us with all necessary information to process your 1065 and 1120S returns before the IRS due date of 3/17/2025.

· March 1st: Deadline to provide us with all necessary information to process your 1040 and 1120 returns before the IRS due date of 4/15/2025.

· If we have not received the necessary information to process your tax return 30 days before the filing deadline, an extension will be filed.

· If we have not received the necessary information to process your tax return 30 days before the extension filing deadline, an expedited fee will be charged. There will be no guarantee of a timely filing if information is received after the 30-day deadline.

· The extension deadlines (September 15th and October 15th) are final. There are no extensions beyond those dates.

IMPORTANT INFORMATION

· There is no extension to pay your taxes.

· Tax liabilities are due on the original filing date (3/17 or 4/15).

· Full preparation payment is required by the filing deadline (March 17th or April 15th).

· No tax returns will be filed without having full payment.

· All bookkeeping must be completed by the time we start preparing the returns.

· Any time spend cleaning-up the books will be billed as an additional service.

· Our typical response time is within 72 hours but may be up to 10 business days in the 30 days leading up to the tax deadline. 

MORE INFO HERE

· Please be aware of phishing emails, as these are usually more prevalent during tax season. Before opening any links in an email, double-check that the email address of the sender is valid. We will never send you an email from an address that is not an @bleux.net email.

· We will be using Microsoft Teams for all meetings. Please test out Microsoft Teams before any scheduled meeting to help avoid delays. We ask that your video be on for these meetings to help us ensure the security of sensitive information on these calls.

What to do when you receive correspondence from a tax agency asking for information? (state, federal, payroll, etc)

· If the notice is related to your income tax returns, you have assistance included in the cost of your tax return preparation fees with Tax Protection Plus. Email them at cases@taxprotectionplus.com or call them at 866-942-8348. They will explain what the notice means and if there is any action required. They can also help you with payment plans, penalty abatements and Offers in Compromise. The full list of services is included in the pdf of your tax returns.

· Please don’t provide information to tax agencies without checking with us first.

· We need power of attorney authorization to contact the tax agencies on your behalf.