Tax season is here! What you need to know.

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Tax Communication, Process & Timeline
for 2024 Tax Year

Tax season emails, texts and notifications are coming soon! To start, you’ll receive these emails:


(1 of 4) KICKOFF EMAIL (early February)

  • Recipients: All individual and business tax clients
  • Sender: Individual tax managers
  • Subject: Boss Advisors 2024 Tax Season is Here!
  • Purpose: Introduce you to your tax manager and provide a link to our tax season procedure.

(2 of 4) ENGAGEMENT LETTER (early February)

  • Recipients: Subscribers
  • Sender: no-reply@ignitionapp.com
  • Subject: BOSS Advisors has sent you a proposal
  • Purpose: This is your engagement letter, which authorizes us to do the work, and which collects payment from you. We cannot start any work until you this has been signed and returned. You’ll be billed a deposit on signing, and the remainder upon completion.

(3 of 4) SORABAN PORTAL (early February)

  • Recipients: All individual and business tax clients
  • Sender: Your tax manager
  • Subject: Please complete tax Questionnaire (or a similar message)
  • Purpose: This is a portal where you can answer questions and securely upload tax documents. Note, if you have a business that files a separate tax return, you will receive a separate request for the business tax information.

(4 of 4) E-FILE SIGNATURE AUTHORIZATION (will be sent upon completion of your return)

  • Recipients: All individual and business tax clients
  • Sender: dse@docusign.net
  • Subject Action needed: Please sign your tax documents
  • Purpose: We are required to obtain your signature before e-filing a tax return. For a married couple, we need the signature of both spouses. For a business, we need the signature of any authorized person (e.g., an owner or manager).

Tax Prep Timeline: Your cooperation is key!  

From start to finish, you can expect a three-week timeline once we’ve received all requested information. Timely responses from you will ensure we get your return filed faster!  Steps:

  • Complete the questionnaire and upload all requested documents.
  • Your tax preparer will reach out to you once you’ve confirmed that you’re done uploading your tax documents.
  • Your return will remain with the preparer for up to two weeks.
  • Your reviewer will contact you with open items. Expect a two-week turnaround time for a final draft once all open items have been answered.
  • If any additional billing is needed (e.g., new tax returns or schedules), we’ll send a notification of final billing, which will be billed automatically through Practice Ignition using the payment information you provide when making your deposit.
  • When your return is ready for filing, we’ll send you an eSignature request.
  • Once you’ve provided your eSignature, and your return has been accepted by the IRS and any states, you’ll have access to your final returns through our portal.

Mark your calendars! Important Due Dates (based on calendar-year taxpayers)

  • 3/15: Due date for S-Corporation (1120-S) and Partnership (1065) tax returns

  • 4/15: Due date for Individual (1040) and Corporate (1120) tax returns

  • 4/15: Q1 2025 estimated tax payments due

  • 6/15: Q2 2025 estimated tax payments due

  • 9/15: Extension deadline for S-Corporation (1120-S) and Partnership (1065) tax returns

  • 9/15: Q3 2025 estimated tax payments due

  • 10/15: Extension deadline for Individual (1040) and Corporate (1120) tax returns

  • 1/15/25: Q4 2025 estimated tax payments due

Extensions

If you routinely extend your tax return, please let us know!  Our contact information is below. 

Meet your Team! 
Lastly, our team has grown and we’d like to reintroduce you to the BOSS Tax Team! 

  1. Tax Managers: Stavros Makris (stavros@bossadv.com) & Kelly Cohen (kelly@bossadv.com)

  2. Staff Accountants: Trevon McNeal (trevon@bossadv.com) & Florencia Dascoli (florencia@bossadv.com)

  3. Billing: Kasey Selvage kasey@bossadv.com

Questions?

  • Call or text us at (602) 699-4829 (please include your name in any text messages)

  • Email us: tax@bossadv.com  

We look forward to working with you this tax season!