Next Tax Source United States An Experience

The American Returns.
Every form has a journey.

From the first W-2 of January to the final signature in April — and every quarterly appointment in between. Scroll, and watch the forms write themselves the way our fifteen minds prepare them: line by line, schedule by schedule, signed at the end by a licensed CPA/EA.

Human Signed
Chapter One

The Individual — the road to the 1040

One return, fed by everything your year produced. This is its journey through the firm.

January

The evidence assembles.

W-2s from employers, 1099s from clients and brokers, mortgage interest, dividends — the paper record of your year arrives. Our document mind reads each one the moment it lands, extracts every figure, and files it against your return before you've opened the envelope.

Forms met — W-2 · 1099-NEC · 1099-INT · 1099-DIV · 1098
February — March

The schedules take shape.

Itemized deductions weighed against the standard on Schedule A. Interest and dividends on B. Your business on C. Capital gains, lot by lot, on D. Rental property on E. Each schedule is a small return in itself — and each is prepared by the specialist mind that knows its traps.

Forms met — Schedule A · B · C · D · E · SE
April 15

The 1040, assembled and signed.

Every schedule flows into the two pages that matter. The federal tax mind reconciles each line to its workpaper, the supervising mind challenges the result, and a licensed CPA/EA signs — then, and only then, does it travel to the IRS. With your state return prepared in the same motion.

Forms met — Form 1040 · State return · e-file authorization 8879
CPA Signed · Filed
April · June · September · January

Four appointments with the Treasury.

If you owe as you earn, the year has four more deadlines. We compute each estimate from your actual results — not last year's guess — apply the safe-harbor rules, and place every voucher in front of you before it's due. You approve; the calendar never surprises you.

Forms met — Form 1040-ES × 4
Q1Apr 15
Q2Jun 15
Q3Sep 15
Q4Jan 15
1040-ES
Estimated Tax
“An individual's year ends in one signature.
A business signs all year long.
Chapter Two

The Business — a year of filings, conducted

Choose an entity and the calendar chooses your forms. We keep all of them moving at once.

The fork in the road

One business. Three possible returns.

1120
C Corporation
Due the 15th day of the 4th month — April 15 for calendar years
1120-S
S Corporation
Due March 15 — a month earlier than most founders expect
1065
Partnership
Due March 15 — with a K-1 for every partner
Every quarter, all year

The payroll pulse.

Four times a year, Form 941 reconciles every dollar of wages and withholding — on deposit schedules where being a day late has a price. Our payroll and federal tax minds run this rhythm without being reminded, because the calendar mind never lets them forget.

Forms met — Form 941 × 4 · Form 940 · deposit schedules
Q1Apr 30
Q2Jul 31
Q3Oct 31
Q4Jan 31
941
Payroll Tax
January 31

The January burst.

W-2s to every employee, 1099s to every contractor, all reconciled to the ledger and transmitted by the month's end. It is the most compressed deadline in American tax — and for our team it is a quiet morning, because the data has been ready since December.

Forms met — W-2 · W-3 · 1099-NEC · 1096
March 15

The K-1s take flight.

A partnership return isn't finished until every partner holds their Schedule K-1 — early enough to file their own returns without an extension they didn't ask for. Ours leave with the 1065, not weeks after it.

Forms met — Form 1065 · Schedule K-1 × every partner
K-1
K-1
K-1
The 15th day of the 4th month

The corporate return, sealed.

Book income walks to taxable income across Schedule M-1, estimated payments are reconciled, and the 1120 carries its full set of workpapers to the licensed CPA who signs it. State returns and franchise taxes file in formation behind it.

Forms met — Form 1120 · 1120-W · state returns · franchise reports
CPA Signed · Filed

Every one of these forms, off your desk.

Prepared by the fifteen minds. Signed by a licensed CPA/EA. Proposal within one business day.

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