The year
5 months shut, and none of them negotiable.
Every accountant knows they cannot onboard in filing season. Almost none of them say so, which is how people end up with a return filed on the fourteenth of April by somebody who took them on in February.
Closed
January
Year-end books closed, 1099s out, W-2s out.
Closed
February
Returns. The heaviest month of the twelve.
Closed
March
Partnership and S corporation deadline on the 15th.
Closed
April
Individual deadline on the 15th. Nothing else happens.
Open
May
Catching up. The best month to start with me.
Open
June
Onboarding, catch-up bookkeeping, entity questions.
Open
July
Quarterly estimates and mid-year reviews.
Open
August
Onboarding, and two weeks away.
Open
September
Extended partnership and S corp deadline on the 15th.
Open
October
Extended individual deadline on the 15th.
Open
November
Year-end planning. The last month to start before January.
Closed
December
Year-end planning for existing clients only.
The closed months, in full
- January
- Year-end books closed, 1099s out, W-2s out.
- February
- Returns. The heaviest month of the twelve.
- March
- Partnership and S corporation deadline on the 15th.
- April
- Individual deadline on the 15th. Nothing else happens.
- December
- Year-end planning for existing clients only.
An existing client can ring in any of them. It is only new work that stops.