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Client Resources & Tax Tools

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Call Eustis — (352) 483-1100
Call Clermont — (352) 243-1238

Helpful Tax & Government Websites

IRS — Internal Revenue Service

The official website for the IRS. Use this site to check your federal refund status, make a tax payment, access tax forms and publications, and find answers to federal tax questions.
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Florida Department of Revenue

Florida’s official tax agency. Use this site for state tax filings, sales tax registration, business tax information, and Florida-specific tax forms.
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IRS Free File

Eligible taxpayers can file their federal return for free through the IRS Free File program. Includes both guided software options and fillable forms.
Full website address for free file: https://www.irs.gov/e-file-do-your-taxes-for-free
Click Here

Social Security Administration

Access your Social Security statement, estimate future benefits, and manage your Social Security account online.
Click Here

U.S. Small Business Administration

Federal resource for small business owners covering loans, licenses, permits, business planning, and disaster assistance.
Click Here

U.S. Department of Labor

The official federal resource for workplace regulations, employee benefits, wage and hour laws, and labor standards. Useful for business owners navigating compliance requirements related to employees and contractors.
Click Here

Important Tax Filing Deadlines

January 31

Deadline for employers to issue W-2 forms to employees and 1099 forms to contractors.

April 15

Federal individual income tax return due date (Form 1040). Also the deadline for first-quarter estimated tax payments.

June 15

Second-quarter estimated tax payment deadline. Also the deadline for U.S. citizens living abroad to file their federal return.

September 15

Third-quarter estimated tax payment deadline. Extended deadline for S-corporation and partnership returns (if extended in March).

October 15

Extended deadline for individual federal income tax returns (Form 1040) if an extension was filed by April 15.

December 31

Year-end deadline for charitable contributions, retirement account contributions (certain plans), and other year-end tax planning moves.

Corporate Tax & Filing Timelines

Business tax deadlines vary depending on your entity type and can differ from the individual filing calendar. Missing a deadline can result in penalties, so it’s important to stay on top of key dates throughout the year. If you’re unsure what applies to your business, we’re happy to help.

Reach out to inquire

Send Documents Securely

Eustis Office — Secure Document Portal

Use this link to securely submit documents to our Eustis office team. This portal is part of our secure client communication system — do not send sensitive financial documents via standard email.
Send Documents — Eustis Office

Clermont Office — Secure Document Portal

Use this link to securely submit documents to our Clermont office team. If you are unsure which office handles your account, call us and we will direct you to the right portal.
Send Documents — Clermont Office

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