Fidelis Tax & Accounting
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We strongly advise that individuals submit all their 2023 tax documents to us before March 15th
to allow ample time for preparation and review before the April 15th 1040 filing deadline.
Returns are primarily completed on a first come first served basis.
We will ensure an extension is on file while we put our best effort into completing everything before
the April 15th deadline regardless of when we receive your tax documents.
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Effective 1/1/24 almost every business that is registered with any state in the USA
is required to complete a FinCEN Beneficial Ownership Information Report.
See the 2023 TAX UPDATE letter in your portal for important information.