Anthony Du, EA

Personal & Business Tax Advisor Services

To set up an appointment, call

405-601-8874

Documents to bring to our first meeting

To give Tony a clearer picture of the best way to help you reach your tax and financial goals. Please click to download, read, and fill out the following forms and bring with you:

First Meeting List of helpful information

Tax Organizer

Client Information Sheet

Currently, there are 7 rate brackets for Federal income tax: 10%, 15%, 25%, 28%, 33%, 35%, and 39.6%. Your rate depends on your filing status and income level.

January 16

Estimated tax due for the 4th quarter of 2017 for those who do not pay their income tax throughout the year through withholding.

 

January 31

Employers must send out W-2 Forms and 1099 Forms to employees and non-employees who provide services.

 

February 15

If you claimed exemption from income tax withholding on the W-4 Form you gave your employer last year, you must file a new Form W-4 by this date to continue your exemption for another year.

 

April 16

Individual income tax returns due, along with any tax, interest, and penalties due. Last day to contribute to a traditional IRA, Roth IRA, or SEP-IRA for the tax year. Estimated tax for the 1st quarter of 2018 due for those who do not pay their income tax throughout the year through withholding.

 

June 15

2017 individual income tax returns due for those who live outside the United States. Estimated tax for the 2nd quarter of 2018 due for those who do not pay their income tax throughout the year through withholding.

 

September 15

Estimated tax for the 3rd quarter of 2018 due for those who do not pay their income tax throughout the year through withholding. Businesses tax returns due for those business that were given a 6-month extension to file returns for 2017.

 

October 15

Individual income tax returns due for those who were given a 6-month extension to file income tax returns for 2017, along with any tax, interest, and penalties due.

Tax publications are available from the Internal Revenue Service. Find out about IRS phone scams, credit scores, tax tips, and much more.

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

OKC Tax Accountant • Tax planning • Business Consulting • Estate Tax Preparation

To set up an appointment, call

405-601-8874