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February Insights Newsletter


Article | February 15, 2024

Authored by Johnson & Sheldon, PLLC


NEWS

Now that we're in February, we have officially shifted gears into the 2024 Tax Season! The IRS started accepting and processing returns on January 29th. Remember that pass-through business tax returns are due Friday, March 15th, and individual tax returns are due Monday, April 15th.

Now is the ideal time to gather all your 2023 tax information and contact your tax advisor to discuss your tax filings and scenarios, your financial and tax goals for 2024, and how we may best assist you.

Important 2023 tax filing deadlines and federal payment extension deadlines for Tax Season 2024

Employer Form W-2 and Payors Form 1099-NEC
January 31, 2024

Quarterly payroll and excise tax returnsC
January 31, 2024 + April 30, 2024

Partnership and S-corporation returns
March 15, 2024

Individual, C-corporations, estate & trust tax returns
April 15, 2024

IRA and health savings account (HSA) contributions
April 15, 2024 (for 2023 contributions)

Quarterly estimated tax payments
2024: April 15 + June 17 + September 16
2025: January 15, 2025

INSIGHTS

Understanding the Backdoor Roth IRA

Are you a high-income earner seeking ways to optimize your retirement savings? Get a full grasp of how the Backdoor Roth IRA can be an effective tool for you.

Learn more >

7 reasons to consider payroll outsourcing

Managed payroll, also known as payroll outsourcing, can decrease risk, increase accuracy, protect sensitive data and better support your business.

Learn more >

The workers and workplaces of the future

How companies are adapting hiring practices and workforce strategies, given the shrinking U.S. labor force, according to the U.S. Chamber of Commerce.

Learn more >

Let's Talk!

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At Johnson & Sheldon, PLLC, we’re transforming the meaning of financial consulting by helping our clients achieve results-driven financial solutions.

Based in Amarillo, TX, and with additional locations in Hereford and Pampa, TX, we’re a leading accounting firm in the Texas Panhandle that combines over 30 years of industry experience. Our staff is affiliated with AICPA, the Texas Society of Certified Public Accountants, and we’re up to date with industry standards.

Whether you need help at tax time or year-round, we’re the firm that’s dedicated to helping you achieve financial security, stability, and long-term success.

For more information on how ​Johnson & Sheldon, PLLC can assist you, please contact us: Amarillo | Pampa | Hereford