March 2025 Client Tax Filing Update
From Brady Ware’s engagement teams, here is your monthly tax filings update to help keep you aware of what’s coming from us, reminders, key dates and other important information about your taxes.
March Updates and Reminders
For Individuals
Brokerage Statements
You should have received your brokerage statements by now. Please upload them and any remaining documents needed to the SafeSend Gather link included with your organizer.
Georgia Property Taxes
For those with Georgia property tax concerns, returns are due by April 1.
HSA / HRA Contributions
HSA/IRA contributions can still occur before 4/15 – please communicate with your tax team if you still plan to make a contribution so that we capture it as we prepare your tax return.
Extensions
If you are considering an extension, please confer with your engagement manager.
Quarterly Estimates
If you are anticipating any major changes in activity in 2025, please communicate those so we can calculate proper quarterly estimates.
For Businesses
Due Dates
Due date for forms 1120-S and 1065 is March 15.
Extensions
If you are considering an extension, please confer with your engagement manager.
Quarterly Estimates
If you are anticipating any major changes in activity in 2025, please communicate those so we can calculate proper quarterly estimates.
Beneficial Ownership Information (BOI)
There has been significant activity in BOI reporting over the past week or so. Please go here to see the latest updates. In short, there is no new deadline date and there likely will be a significant change in BOI regulations focusing more on foreign-owned companies.
April 2025: Start Planning Ahead
April 15: 1040s, Gift Tax Returns, and C Corp returns are due
Please let us know as soon as possible if you anticipate needing an extension
For nonprofits: 990s are due 5/15
Helpful Links
Check out our Client Resources page for links to upload your information, tax forms and more.
Need help but do not know who to contact? Go here and let us know how we can assist