Tax Appointments for 2024
All tax returns will be prepared virtually.
You will still have a chance to speak with your tax preparer and have the option to schedule a phone or Zoom meeting once work has begun on your return.
Forms may be submitted via our encrypted online portal, by mail, or dropped off in person. To have the link to our portal sent to you please send the email address you would like to use to kozlowskicpa@gmail.com.
If mailing or dropping off, please keep your originals and provide copies. We also recommend including tracking with your package.
You will need to pay for return shipping if you choose to mail your original documents.
Please take note of our new address below.
Drop-off days and times: Monday – Friday between 8:30am – 5pm (closed for lunch between 12pm-1pm). You will not need to call ahead or schedule your drop off.
Please know that we are still available for in-person consultation appointments.
Filing Deadlines & Extensions
Individuals and C Corporations
Individual (Form 1040) and C Corporation (Form 1120) IRS filing deadline: Monday, April 15, 2024.
We will need all information at the earliest possible time, but no later than Thursday, February 29, 2024.
We will need your efile authorization form no later than Monday, April 8, 2024.
S Corporations and Partnerships
Partnership (Form 1065) and S Corporation (Form 1120S) IRS filing deadline: Friday, March 15, 2024.
We will need all information at the earliest possible time, but no later than Sunday, February 11, 2024.
We will need your efile authorization form no later than Friday, March 8, 2024.
The deadlines we have set are to help meet the IRS filing deadlines and reduce any late filing penalties and interest you may be assessed.
We will accept all tax returns regardless of the date we receive them. However, if received outside of the above dates, an extension may be required.
Extensions
Although you aren’t required to make a payment of the tax you estimate as due, Form 4868 doesn’t extend the time to PAY taxes. If you don’t pay the amount due by the regular due date, you’ll owe interest. You may also be charged penalties. Any remittance you make with your application for extension will be treated as a payment of tax.
If we have received your tax documents, and an extension is needed, we will automatically file extension(s) on your behalf. We charge $50 per extension. If you prefer to file your own extension, please let me know; otherwise, your extension will be filed and the fee added to your account.
If we have not received your tax documents an extension must be requested by you; otherwise, we will not automatically file your extension(s). Please note we charge $50 per extension and the fee would need to be paid upfront.
Tax Preparation & Tax Planning
we1040, LLC and The Kozlowski CPA Firm, LLC offers virtual tax preparation services.
We maintain up to date on tax laws with continuing education throughout the year to help formulate
strategies tailored to your individual needs with the goal of minimizing your tax liability.
Individual Tax Returns Preparation
Business Tax Returns Preparation
State Tax Return Preparation
Partnership and LLC Filings
Tax Forms (1099s, 1096)
Advisory & Consulting services
Our team of experts are here to offer clear and concise solutions to grow your businesses.
We will work with you to help make personal and business decisions to meet your goals and avoid future challenges.
Tax Savings Strategies
Business Formation
Please note: We do not provide in-house bookkeeping services; however, we would be
happy to refer you to one of our excellent external bookkeepers.
What does Virtual tax Preparation Mean
To make your life easier we have decided to go virtual. Yes, we realize this may be a shift in the way you’ve been accustomed to
doing things but with the trajectory of our industry, tax preparation has slowly been moving to a virtual platform.
Benefits of Virtual Tax Preparation
Convenience & Flexibility – Since you no longer need to schedule your tax appointment around clients or
your tax preparers schedule, you can better control when your taxes are finalized. We
will provide a list of submission and official government deadlines so you can plan ahead.
Communication – Your online portal will provide real time information of missing or pending documents upon login.
Once documents are submitted, your tax preparer receives immediate notification of your submission.
Data Security – At we1040, LLC and The Kozlowski CPA Firm, LLC, we take data security seriously. Using a high level
of encryption technology; the same technology used to access your online banking information,
your financialinformation will be securely stored in a cloud system, providing higher protection.
Fee Structure Simple and Transparent
The Kozlowski CPA Firm, LLC & we1040, LLC prides itself on a reasonable and competitive fee structure.
Our fees are based on a combination of expertise required, complexity of service, time spent, and research
required for uncommon situations. Fees may vary depending on the intricacies of the work to be
performed and the level of organization in which the information is provided.
we1040 and Kozlowski CPA Fee Schedule (pdf)
DownloadContact US
3505 Lake Lynda Drive Suite 200, Orlando, Florida 32817, United States
Phone 407-381-4432 Fax 407-823-7626 Email kozlowskicpa@gmail.com
Hours
Open today | 09:00 am – 05:00 pm |
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