Can you believe it’s almost April?! Here are your key tax updates and deadlines—please take a moment to review what’s relevant to you:

⏳ S Corporations & Partnerships – Extensions

  • If we filed an extension for your S Corporation or Partnership, your new deadline is September 15, 2025. Most of these extensions are a formality, allowing the corporate return to be filed simultaneously with the business owner’s personal tax return.

  • ✅ No action is needed unless we’ve requested additional documents from you.

🗂️ Individual Returns – April 1 Deadline for Docs

  • To ensure timely filing, please send in all required tax documents by April 1.
    📌 If we don’t receive your documents and don’t hear from you by April 1, we will automatically file an extension on your behalf.

  • (Extensions give you until October 15, but any taxes owed are still due by April 15 to avoid penalties and interest.)

🔍 BOI Reporting Update

  • Good news! The Beneficial Ownership Information (BOI) filing requirement no longer applies to U.S. entities at this time.

  • ✅ Only foreign-owned entities are currently required to file. We’ll notify you if this changes.

📅 April 1 – RMD Deadline (If You Turned 73 in 2024)

  • If you turned 73 last year, your first Required Minimum Distribution (RMD) must be taken by April 1, 2025.

  • Not sure if this applies? Reach out—we’re happy to help clarify.

📬 Still Need to Send Docs?

  • You can securely upload your documents using our portal:
    👉 🔗 Upload Documents Here

  • If you haven’t already, don’t forget to complete your tax checklist to ensure we have everything we need.

🏢 Annual Report Filings

  • Florida business owners—Annual reports must be filed by May 1, 2024, to avoid penalties.

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