March News To Know

March 4, 2024

Dear Clients & Friends,

The deadline to send us your individual tax-related documents is fast approaching. As a reminder, we require that individuals send us all their documents by March 18th to be able to timely file your tax return by the due date of April 15th. Otherwise, you are looking at filing for an extension. If you are a business client, please reach out to your CJBS team member to discuss your deadlines and plan for your document submission as most business returns are due March 15th.

Keep in mind that an extension only provides you additional time to file, not additional time to pay, if money is due. Reach out to your CJBS team member if you have not submitted your documentation to determine if an extension payment is needed.

Along with preparing your 2023 tax returns, CJBS is also here to help you plan for your future. Be sure to check out our recent articles for more information about tax bracket changes & tips to avoid fraud.

If you have already filed your 2023 individual or business tax returns, you are off to an early start! For those of you who will be receiving a refund, be sure to double check the direct deposit information that we have on file. Your tax return will indicate which account the funds are being deposited in to. Please let us know of any changes in your banking information to ensure you receive your refund timely.

Our Resources page includes several helpful links, including a link to track your IRS refund. The IRS states direct deposit refunds could take around 21 business days to appear in your account.

As always, we are on hand and ready to help you maximize your tax benefits, while also planning for your future. We’re happy to answer any questions you might have. Please contact us today. 

Stay safe & healthy, 
The CJBS Team