With tax season in full swing, here are a few key reminders to help you stay on track.

馃搮聽Tax Document Reminders

  • Many tax forms, including聽1099-Bs for investment accounts, won鈥檛 be available until聽late February. Be sure to check with your brokerage firm before sending partial documents.

  • As you receive your tax forms,聽upload them to our secure portal聽to avoid delays.

  • Don鈥檛 forget to聽complete your tax checklist聽to ensure we have everything we need.

馃彚聽Annual Report Filings

  • Florida business owners鈥擜nnual reports must be filed by聽May 1, 2024, to avoid penalties.

  • Need help? Follow our聽step-by-step filing guide聽here:
    馃敆聽Florida Annual Report Instructions