Tax Reminders

Tax Reminders

Now that extended deadlines for business and individual tax returns are behind us, we can solely focus on the last quarter of the year, year-end planning, and year-end deadlines that are coming up. Here is just a quick reminder of important dates that are coming up. Please know that those are not the only deadlines but just some of the most important once that I think my current and potential clients would find useful to get a reminder of.

  • October 31, 2023 - Deadline to file 3rd quarter payroll reports for 2023;
  • December 31, 2023 – Deadline to open solo 401k for 2023. The actual contributions can be made up until the personal tax filing deadline (April 15th, or October 15th if the extension was filed);
  • January 15, 2024 – Deadline to make 4th quarter estimated tax payments for 2023;
  • Health Insurance enrollment starts November 1st and lasts till January 15, 2024;
  • Now is the time to review your investment portfolios and sell some of your investments at gain or loss (depending on your tax situation);
  • Now is the time to do year-end tax planning;
  • Review your business performance with your CPA, decide on purchasing necessary business assets (179 and bonus depreciations are available for 2023);
  • The end of the year may be a good time to review your business work process to identify and alleviate any inefficiencies that may be costing your firm time and money.
Dragana Moran


Pickleball Update!!!

APP - Dallas Pickleball Tournament - October 7-8, 2023

Women's Double 4.5/5.0 - Played with Lindsey Blount - Won Silver
Mixed Double 4.5 - Played with Bradley Prigmore - Won Silver

Dragana Moran