Where has the time gone?!?!?

Today is March 18, 2023 and there are only 20 more days left to get all your tax documents to me for an on-time tax filing of your 2022 income.

The key dates you should know are as follows:


  • Last day to submit your documents for on-time filing is Friday, April 7.
  • The only remaining day for in-person tax appointments is Friday, April 7 in Tracy.
  • The last day for virtual appointments via Zoom, MS Teams or phone is Tuesday, April 11.

Please book your appointments online at your earliest opportunity as soon as possible.

Please remember to ONLY use the secure IntuitLink platform to send your sensitive information as I am required by law to protect your data. Please refrain from sending this type of information and documents to me via email or text. If you need me to re-send the link, please say the word!

All taxes and requests for tax extensions must be paid for and will be efiled by April 15 (even though the filing deadline is April 18). Tax extensions expire October 16, 2023 and there are no additional extensions allowed.

    The deadline to pay taxes owed is still April 18 for most individuals.
  • Individuals and businesses impacted by the 2022-23 winter storms qualify for an extension until Oct. 16, 2023.

I hope you find this information helpful in getting your taxes filed on time. It is our goal to file all client tax returns during the normal filing season unless you have investments or other special business circumstances in which on-time filings are not possible.

WDTBS will break from all tax preparation services from April 18 through June 10, 2023.

I look forward to hearing from you really soon!

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