Caritas Group Client Portal
Helpful Information, Communication Guidelines, Secure Document Upload
/ For Secure Document Exchange /
Welcome To Caritas Group!
On behalf of our entire team, I would like to extend a warm and heartfelt greeting to you as our newest client. We are thrilled to have the opportunity to assist you with your tax planning needs and work together to maximize your tax savings and financial success.
Irina Son
Founder, Caritas Group
Client Expectations
We Have a Reliable Communication System To Make Sure We Deliver The Highest Level Of Tax Service To Our Clients. Please, Follow These Guidelines While Communicating With Us.
Deadlines
Effective tax planning and compliance require timely submission of all necessary documents. Therefore, we kindly request that you submit all relevant tax documentation to our office no later than 21 days before the specified tax deadline. This timeframe allows us to review your documents thoroughly, address any potential issues, and submit accurate filings within the required timeframe.
Communicate Using Our System
We only respond to our established ways of communications. In order to avoid delays, use only approved methods of communication:
Secure FilePro for all tax information (W2 forms, tax returns, all documents containing SSN, date of births, addresses, etc)
QuickBooks Online portal for all bookkeeping and accounting information (bank statements, receipts, loan agreements etc)
Reply To All D.A.R.B Requests
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Our Communication Codes
In Order To Fulfill Our Promise On Proactive Communication, Make Sure To Use Our Priority Codes In Each Subject Line In All Communication
Important Tax Dates To Remember
-
Employers must provide W-2 forms to employees.
Businesses must furnish Form 1099 to recipients of certain types of income.
-
Partnerships and S corporations file informational tax returns (e.g., Form 1065 for partnerships) and provide Schedule K-1 to partners or shareholders
-
Foreign Bank Account Reporting (FBAR) Deadline (April 15 or October 15th with an extension)
U.S. taxpayers with foreign financial accounts exceeding certain thresholds must file FinCEN Form 114 (FBAR).
Individual Income Tax Deadline
Most taxpayers are required to file their individual income tax returns.
C Corporation Tax Deadline
C corporations file their tax returns using Form 1120
Trust and Estate Tax Deadline
Trusts and estates file their tax returns using Form 1041
-
Self-employed individuals or those with income not subject to withholding make estimated quarterly tax payments for the 1st quarter
-
Estimated Quarterly Tax Payment Deadline For The 2nd Quarter
-
Estimated Quarterly Tax Payment Deadline For The 3rd Quarter
-
Estimated Quarterly Tax Payment Deadline For The 4th Quarter
-
Individual taxpayers who obtained an extension can file their tax returns by this date.
Helpfull Links
Need More Assistance?
Have More Questions About Tax And Accounting?
