Happy New Year!
2023 brings with it endless possibilities for business and personal growth. I hope you’re setting your own lofty goals for the New Year, and I want to share some of my own New Year’s Resolutions:
- Help more business owners achieve their goals Save our clients more time + money
- Work along side business owners
Further my own education through training opportunities + new certifications - Continue to grow my staff to better serve my clients
Want to hold each other accountable? I’d love for you to REPLY and let me know your 2023 goals (business or otherwise!).


Ready to get filing?
Important Dates in January
January 17
Q4 Estimated Tax Payment Due
January 31
Form 1099-NEC and Form W-3 due to be filed, Form W-2 and Form 1099-NEC to be furnished to recipients
All Inclusive
Full Bookkeeping
Quarterly Review
We’re going to get really busy over the next four months, so I want to give you a little preview of what’s coming up. Mark your calendars!
January
Gathering + filing tax documents
IRS begins accepting 2022 tax returns
1099-NEC and W-2s due to be filed
Pay 2022 Q4 estimated taxes
February
1099-B, 1099-S, and most 1099-MISC furnished to recipients
File new Form W-4 if needed
Continue gathering docs & filing taxes
March
Form 1095-B + Form 1095-C to be filed
Form 1065 + Form 1120-S due to be filed or file for extension
K-1s to be furnished to partners (unless extended)
April
Form 1040, 1041, 1120, due to be filed or file for an extension
Pay Q1 2023 estimated taxes