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Use the 2019 Tax Organizer to gather information needed to prepare your tax return, including W-2's, 1099's, etc. You can print this, fill it in and bring it to your appointment or mail or e-mail it to us.
To print the Organizer, you will need Adobe Reader DC. If you don't have it, please download it for free by following the above link.
When you have completed the 2019 Organizer, call or e-mail us to schedule a meeting with Lee. If you are unable to meet with us in person, send us the Organizer and the documents it requests, including all W-2 and 1099 forms, in the mail or request a secure drop box link to scan and upload copies. Lee will call to discuss them with you. For your security, please save the Organizer to your hard drive before filling in any information.
Estimated Tax Payments for 2019 and 2020 are due quarterly on the following dates:
4th Quarter 2019: January 15, 2020
1st Quarter: April 15, 2020
2nd Quarter: June 15, 2020
3rd Quarter: September 15, 2020
4th Quarter: January 15, 2021
To Make an Estimated Payment: Make your check payable to "US Treasury", writing "2020 (2019 for 4th Qtr. 2019) Income Tax" and the Primary Taxpayer's* Social Security Number on it.
*The Primary Taxpayer is the first individual listed on your tax return, if you file a joint return.
Include the appropriate quarterly payment voucher with your payment and mail both to the IRS at the address indicated on Where to Mail Your Payment (see right).