WSM: Sharing Tax Deadlines You Need To Know
Tax season is upon us, and April 15th is right around the corner. WSM is ready to help you with your tax and accounting needs!
We have tax organizers available that list the items and amounts you had on your 2023 tax return, as well as offer a few reminders and questions in order to assist you in gathering your tax documents. Please contact our office if you would like to have an organizer sent to you.
2024 Tax Return: Important Deadlines To Remember
If you do not want to file an extension and would like your personal tax return filed by April 15th, please have all of your information to us by 5:00 PM on March 17th.
If we receive your information after 5:00 PM on March 17th, we will not be able to complete your return by the April 15th filing deadline. An extension will be required, and the return will be completed after April 15th.
We try to accommodate clients who need a quick turnaround on their returns for loans or other financial purposes. However, given the large volume of returns at this time of year, early submission of data is the best way to expedite the preparation of your return.
Where To Turn In Tax Return Documents
For your convenience, we offer access to a client portal to upload documents, and our Bulverde office location has an after-hours drop slot at the bottom of the door to Suite 5 in our building for drop-off documents.
Client Information Sheet And Questionnaire
Please remember to fill out our annual client information sheet and questionnaire. If you would like us to email you these documents in advance, just let us know. We will have hard copies in our office if you prefer to fill this out when you drop off your documents.
WSM Is Proud To Be Your Financial Partner
We also want you to be aware that the preparation of your tax return does not include consultations, projection or other consulting services — these services would be billed separately.
Thank you for your trust in us for your tax and accounting needs. We look forward to hearing from you soon.