Most people meet their accountant once a year, in a panic. Ours is a twelve-month job. Here's what a year with us actually looks like — every line, on time.
MonthEntryPosted
JANW-2s and 1099s out; the year opens.Payroll forms filed, prior-year books closed, tax organizer in your inbox.✓ posted
FEBBusiness returns in progress.Documents gathered while there's still time to think, not scramble.✓ posted
MARS-corp & partnership deadline — filed.March 15, met. Personal returns move to the front of the desk.✓ posted
APRPersonal returns filed. Q1 estimate paid.April 15 is a calm day when the other eleven months were kept.✓ posted
MAYMonthly books closed & reconciled.Texas franchise tax report filed. Clean statements you can actually read.✓ posted
JUNQ2 estimated taxes — calculated and paid.No guessing, no penalty letters.✓ posted
JULMid-year check-in.Half the year is on paper — time to look at what the numbers are saying.✓ posted
AUGBooks current. Payroll running. Questions answered.The quiet months are where good books are made.✓ posted
SEPQ3 estimates paid. Extended business returns filed.September 15, met.✓ posted
OCTExtended personal returns filed.October 15, met. Every extension lands before the wire.✓ posted
NOVYear-end tax planning session.The moves that lower your bill happen now — before December 31, not after.✓ posted
DECLast deductions taken. Year closed with intent.Equipment, retirement contributions, accountable plans — done on purpose.✓ posted