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Open Monday to Friday, and Saturday mornings from February to April (sample)

(555) 037-2200

[email protected]

Your tax year, date by date

Penrose Lane Accounting (sample) prepares tax returns, keeps the books and runs payroll for people and small businesses in Springfield. We work to these dates and send you a reminder a month before each one that is yours.

Book a first meeting
See the tax calendar

Next due 31 October: Q3 payroll return for employers (sample)

Month

You

Your business

Your employees

Jan

15YouFourth-quarter estimated tax

 

31Your employeesW-2s and 1099s to workers, Q4 payroll return

Feb

No filing dates. Send us your records for April.

Mar

 

15Your businessPartnership and S corporation returns

 

Apr

15YouTax return and first-quarter estimate

15Your businessCorporation return

30Your employeesQ1 payroll return

May

No filing dates.

Jun

15YouSecond-quarter estimate

 

 

Jul

 

 

31Your employeesQ2 payroll return

Aug

No filing dates. A good month for a mid-year check.

Sep

15YouThird-quarter estimate

15Your businessExtended partnership and S corporation returns

 

Oct

15YouExtended tax return

15Your businessExtended corporation return

31Your employeesQ3 payroll return

Nov

No filing dates. Year-end planning meetings.

Dec

No filing dates. Year-end planning meetings.

US dates for calendar-year filers (sample). A date that falls on a weekend or public holiday moves to the next working day. The ring marks the next date due.

Tax and accounting services

Each service has its own dates in the register and a fixed fee, agreed in writing before we start.

Personal tax returns

About personal tax returns

We prepare your return from your records, go through it with you and file it once you have signed.

Dates

15 Apr, or 15 Oct with an extension

Fee

from $240

Estimated tax

About estimated tax

For income without tax taken off: we work out the four payments and send you the amounts before each date.

Dates

15 Apr, 15 Jun, 15 Sep, 15 Jan

Fee

$160 a year

Rental income

About rental income

Rent, repairs, insurance and depreciation for one or more lets, reported on your return.

Dates

With your return

Fee

from $180

Bookkeeping

About bookkeeping

Monthly books from your bank feeds and receipts, with a short report you can read in five minutes.

Dates

Closed by the 10th of each month

Fee

from $180 a month

Payroll

About payroll

Pay runs, payslips, payroll returns and year-end forms for up to 25 employees.

Dates

30 Apr, 31 Jul, 31 Oct, 31 Jan

Fee

from $90 a month

Business tax returns

About business tax returns

Partnership, S corporation and corporation returns, with the figures your own return needs.

Dates

15 Mar or 15 Apr; extended 15 Sep or 15 Oct

Fee

from $1,200

Example prices. The fee for your work is in the quote you sign.

An adviser going through papers with a client across a desk with a calculator

Who we work with

Most of our clients are people with one or two things that make a return less simple, and small businesses with a handful of staff.

Employees with side income

Wages plus freelance work, savings, shares or a pension.

Freelancers and sole proprietors

Income without tax taken off, expenses and the four estimated payments.

Landlords

A room, a flat or a few houses: rent, repairs and what can be claimed.

Small companies and partnerships

Books, payroll and the business return, plus the owners’ own returns.

Four steps, the same every year

Whether it is one return or a company’s books, the work runs in this order.

1

A first meeting

Thirty minutes, at the office or by video, at no charge. We look at what you have and which dates are yours.

2

A fixed quote in writing

The work, the fee and the dates. If something changes later, we tell you before we do more.

3

You send your records

Through a secure upload link, by post or at the front desk. We ask questions in one list, not one by one.

4

You check and sign

We go through every return with you. Nothing is filed until you have read it and signed.

Fixed fees

You know the fee before we start. It covers the work in your quote, our questions and one meeting to go through the result.

Individual tax return, wages and savings

$240

Return with self-employment or rental income

from $480

Estimated tax, four payment calculations

$160 a year

Bookkeeping, up to 60 transactions a month

from $180 a month

Payroll, up to 5 employees

from $90 a month

Partnership or S corporation return

from $1,200

Tax planning meeting, one hour with written notes

$150

Example prices.

Included

  • A reminder a month before each of your dates
  • Answers by email or phone during the year
  • Electronic filing and a signed copy for your records

Quoted separately

  • Late or amended returns for earlier years
  • Replies to tax office reviews and audits
  • Catch-up bookkeeping

What to send us

Most returns need the same papers every year. Send what you have; we ask once for anything missing.

For your own return

  • Last year's return and any letters from the tax office
  • Wage statements (W-2) and 1099 forms
  • Interest and dividend statements
  • Receipts for deductions you want to claim
  • Estimated payments you made, with dates

For your business

  • Bank and card statements for the whole year
  • Sales and expense records, or access to your bookkeeping
  • Payroll reports and year-end forms
  • Loan statements and asset purchases
  • Last year's business return
Hands using a calculator over printed statements on a wooden desk

Questions we hear every week

Do I need an accountant for a simple return?

Not always. If your income is wages and savings only, filing yourself may be enough, and we will say so in the first meeting.

How do your fees work?

Every piece of work has a fixed fee in a written quote, agreed before we start. If the work changes, we tell you and agree the difference first.

What if I have missed a date?

Come and see us as soon as you can. We prepare late returns and explain what usually happens next; how the tax office responds is up to the tax office.

Can you deal with the tax office for me?

Yes. With your written authorisation we can speak to the tax office about your file and reply to its letters.

Do you work with clients outside Springfield?

Yes. First meetings work well by video, and records can be sent through a secure upload link.

How long should I keep my records?

At least as long as the tax office can review the return. We suggest seven years for most papers; ask us about your own case.

Tax notes

All tax notes

The office on Penrose Lane

41 Penrose Lane, Springfield (sample)
First floor, step-free access by the side door

Monday to Friday

9:00–17:30

Thursday evenings

until 19:00

Saturdays, February to April

9:00–13:00

Opening hours (sample). Parking on Bell Yard, two minutes’ walk.

Get directions
Map of the streets around the office at 41 Penrose Lane
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Open Monday to Friday, and Saturday mornings from February to April (sample)

(555) 037-2200

[email protected]

Book a first meeting