The Abidal Client Portal is designed to assist you in finding the answers to common questions, resources, and downloads of your personal files. Also, you may upload any documents as requested. If you already have an Abidal Client Portal account, please log on to access your account, to view and print or download/upload any of your documents.
Choose a Tax Preparer Wisely
If you pay someone to do your taxes… know that most preparers are honest and trustworthy.
As you make your decision about a return preparer… keep in mind that only attorneys… cpas and enrolled agents have unlimited representation rights.
When Will I Get My Refund?
You can start checking on the status of your return within 24 hours after we receive your e-filed return or four weeks after you mail a paper return.
Issues that can slow down a refund include errors on a tax return… and returns identified for additional IRS review.
Earned Income Tax credit
If you earned low-to-moderate income from wages, you owned your own business, or a farm, see if you qualify for the earned income tax credit.
Use a paid tax professional, make sure you pick someone you can trust to file an accurate return.
2019 Tax Calendar
Individuals
| January 15, 2019 | 4th Quarter 2018 Estimated Tax Payment Due If you are self-employed or have other fourth-quarter income that requires you to pay quarterly estimated taxes, get them postmarked by January 15, 2018 tax deadline. |
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| April 15, 2019 | Individual Tax Returns Due for Tax Year 2018 If you haven’t applied for an extension, e-file or postmark your individual tax returns by midnight April 15, 2019. |
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| Individual Tax Return Extension Form Due for Tax Year 2018 Need more time to prepare your tax return? File your request for a tax extension by April 15 to push your tax deadline back to October 15, 2019. |
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| 1st Quarter 2019 Estimated Tax Payment Due If you are self-employed or have other first-quarter income that requires you to pay quarterly estimated taxes, get your Form 1040-ES postmarked by April 15, 2019 tax deadline. |
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| Last Day to make a 2018 IRA Contribution If you haven’t already funded your retirement account for 2018, do so by April 17, 2019. That’s the deadline for a contribution to a traditional IRA, deductible or not, and a Roth IRA. However, if you have a Keogh or SEP and you get a filing extension to October 15, 2019, you can wait until then to put 2017 money into those accounts. |
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| June 15, 2019 | 2nd Quarter 2019 Estimated Tax Payment Due If you are self-employed or have other second-quarter income that requires you to pay quarterly estimated taxes, make sure your payment is postmarked by June 15, 2019 tax deadline |
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| September15, 2019 | 3rd Quarter 2019 Estimated Tax Payment Due If you are self-employed or have other third-quarter income that requires you to pay quarterly estimated taxes, make sure your third quarter payment is postmarked by Sept. 15, 2019 tax deadline. |
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| October 15, 2019 | Extended Individual Tax Returns Due If you got a filing extension on your 2018 tax return, you need to get it completed and postmarked by October 15, 2019. |
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| Last Chance to Recharacterize 2018 Roth IRA Conversion If you converted a traditional IRA to a Roth during 2017 and paid tax on the conversion with your 2017 return, October 15 2019 is the deadline for recharacterizing (undoing) the conversion. Doing so could save you money if the IRA has lost money since the time of the original conversion. |
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| January 15, 2020 | 4th Quarter 2019 Estimated Tax Payment Due If you are self-employed or have other fourth-quarter income that requires you to pay quarterly estimated taxes, get them postmarked by January 15, 2020 tax deadline. |
Downloadable (fillable pdf) Forms:
NOTE: After completion (save, login and upload)
2017 Individual Taxpayer Organizer
2017 Individual Taxpayer Organizer – Sole Proprietorship
2017 Individual Taxpayer Organizer – Rental Property
2017 Partnership Tax Organizer 2017 LLC Tax Organizer
2017 C Corporation Tax Organizer 2017 S Corporation Tax Organizer