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When is the filing deadline for tax year 2023 (taxes filed in 2024)? April 15th, 2024 is the deadline for filing your 2023 tax return and pay any tax due. This is also the deadline to file an extension request.



Social Security and Medicare Withholding Rates

The current tax rate for social security is 6.2% for the employer and 6.2% for the employee, or 12.4% total. The current rate for Medicare is 1.45% for the employer and 1.45% for the employee, or 2.9% total. 

65.5 cents per mile

The 2023 IRS mileage rates are: 65.5 cents per mile for business purposes. 22 cents per mile for medical and moving purposes. 14 cents per mile for charitable purposes

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Self Employment Tax- 
Self-employment tax is a tax consisting of Social Security and Medicare taxes primarily for individuals who work for themselves. It is similar to the Social Security and Medicare taxes withheld from the pay of most wage earners. 
The self-employment tax rate is 15.3%. The rate consists of two parts: 12.4% for social security (old-age, survivors, and disability insurance) and 2.9% for Medicare (hospital insurance).

Who can you claim as a dependent?

To claim your child as your dependent, your child must meet either the qualifying child test or the qualifying relative test:

  • To meet the qualifying child test, your child must be younger than you and either younger than 19 years old or be a "student" younger than 24 years old as of the end of the calendar year.

  • There's no age limit if your child is "permanently and totally disabled" or meets the qualifying relative test.

In addition to meeting the qualifying child or qualifying relative test, you can claim that person as a dependent only if these three tests are met:

  1. Dependent taxpayer test

  2. Citizen or resident test, and

  3. Joint return test


Personal information -

  • Last years income tax if you are a new client    

  • Name, address, Social Security number and Date of Birth for yourself, spouse and dependents

  • Dependent Provider, Name, Address, Tax ID and S.S.N.

  • Banking information if Direct Deposit Required


Income Data Required -

  • Wages and/or Unemployment

  • Interest and/or Dividend Income

  • State/Local income tax refunded

  • Social Assistance Income

  • Pension/Annuity/Stock or Bond Sales

  • Contract/Partnership/Trust/Estate Income

  • Gambling/Lottery Winnings and Losses/Prizes/Bonus

  • Alimony Income

  • Rental Income

  • Self Employment/Tips

  • Foreign Income


Expense Data Required -

  • Dependent Care Costs

  • Education/Tuition Costs/Materials Purchased

  • Medical/Dental

  • Mortgage/Home Equity Loan Interest/Mortgage Insurance

  • Employment Related Expenses

  • Gambling/Lottery Expenses

  • Tax Return Preparation Expenses

  • Investment Expenses

  • Real Estate Taxes

  • Estimated Tax Payments to Federal and State Government and Dates Paid

  • Home Property Taxes

  • Charitable Contributions Cash/Non-Cash

  • Purchase qualifying for Residential Energy Credit

  • IRA Contributions/Retirement Contributions

  • Home Purchase/Moving Expenses

Taxpayer Checklist

Below you will find some useful documents to help you with planning a successful tax year


Profit & Loss- a finanical statement used to show self emplyment or business income and expenses 
PDF Checklist in English
PDF Checklist in Spanish
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