Important Dates & Deadlines

 

Individual

Form 1040

April 18

October 17

Partnership Form 1065

S Corporation Form 1120S

15th day of the year 3rd month after the end of the entity’s tax year
due March 15 for a calendar year entity

Automatic extension period of six months; due September 15 for a calendar- year entity

C Corporation

Form 1120

       15th day of the 4th month after the end of the entity’s tax year (except for a June 30 fiscal-year entity); due April 18 for a calendar-year entity 

 

       15th day of the 3rd month after the end of the entity’s tax year for a June 30 fiscal- year entity; due September 15

Automatic extension period of six months; due October 17 for a calendar-year entity. C
corporations with tax years ending June 30 are eligible for an automatic extension period of seven months (six-month extension if filing Form
1120-POL)

Trust and estate

Form 1041

15th day of the 4th month after the end of the entity’s tax year; due
April 18 for a calendar-year entity

Automatic extension period of 5 ½ months; due September 30 for a calendar–year entity

Estate tax return

Form 706

Due within nine months after the date of the decedent’s death

Automatic six-month extension is available

Gift tax return

Form 709

April 18 (of the year after the gift was made)

A federal income tax return extension automatically extends a gift tax return. If no
extension is filed, Form 8892 provides an automatic six-month extension.

Exempt organization

Form 990
(series)

15th day of the 5th month after the end of the entity’s tax year; due
May 16 for a calendar-year entity

Automatic extension period of six months; due November 15 for a calendar-year entity.

Employee benefit plan

Form 5500
(series)

       Last day of the 7th calendar month
after the end of the plan’s tax year; due July 31 for a calendar-year plan

 
See the Form 5500instructions for exceptions for direct filing entities (DFEs).

One-time extension that is no later than the 15th day of the 3rd month after the return/report’s normal due date; due October 17 for a
calendar-year plan.

FinCEN

Form 114/FBAR

April 15

October 17 An automatic extension is available with no request for an extension.

Information returns

       Forms W-2 and 1099-MISC (if reporting
nonemployee compensation) are due January 31, whether filing on paper or electronically.

 

       Forms 1097, 1098, 1099, 3921, 3922 or W-2G are
due on paper by February 28, or April 1, if filing electronically.

 
Forms 5498-ESA, 5498-QA and 5498-SA are due
May31.

The extension
(if available) is 30 days from the original due date.

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Contact Info

John Thayer, CPA

Managing Partner

John is an accomplished Tax Partner with 40+ years’ experience.  He personally oversees the preparation of over 1500 annual tax returns.

John received his Bachelor of Business of Administration Degree from the University of Houston where he is an active alumnus.

Areas of Expertise
  • Tax Returns
  • IRS Audit & Negotiations
  • Public & Private  Accounting
  • Corporate Finance
  • Mergers & Acquisitions
  • Medical Practices
  • Business Valuations
  • Bankruptcy Proceedings
  • Litigation Support & Expert Testimony
  • Buy & Sell Agreements
  • Estate & Gift Tax

Frank R. Parrish, III

CPA, CVA, CFE, CIA, CCSA, CGMA
Audit & Administrative Partner

Frank R. Parrish, III., has more than twenty years of professional experience including over eight years in Big Four public accounting and four years on the PCAOB Global Inspections Team. Having broad European and Southeast Asian insights, Frank has assisted U.S. and foreign based companies in their journey to list on U.S. public markets, M&A and other transactions.  

His passion about the spirit of entrepreneurship and significant experience in SEC reporting, initial public offerings, revenue recognition, lease accounting, internal audit, and business valuations makes him an integral part of our team. 

He has experience in serving both privately and publicly held enterprises, in industries including biotechnology, pharmaceuticals, high tech, oil & gas, construction, manufacturing, software, telecommunications, real estate, broker-dealers and other service industries.

Contact him today to discover what his extensive knowledge can do for you. 

Areas of Expertise
  • Public & Private  Accounting
  • Internal Auditing
  • Corporate Finance
  • The US Generally Accepted Accounting Principles
  • International Financial  Reporting Standards
  • Broker-Dealer Audits
  • Forensic Accounting
  • Business Valuations
  • Real Estate Appraisals

Iqbal Safdar - CPA, FCA

Audit Partner

Iqbal Safdar has over 20 years of professional experience in both International and Domestic markets including 10 years of experience in Big Four public accounting firm serving various assurance clients which are publicly traded as well as privately held entities.

Having served in oil & gas, manufacturing, hospitality, utility & power generation, information technology, home building & construction, private equity funds, brokerage enterprises and not-for-profit entities, his diverse technical knowledge and experience is unmatched.

 

He looks forward to adding your success to his repertoire.

Areas of Expertise
  • Public & Private  Accounting & Auditing
  • Internal Auditing
  • Corporate Finance
  • The US Generally Accepted Accounting Principles
  • International Financial  Reporting Standards
  • Anti-Money Laundering Audits
  • Forensic Accounting 

Curt Vaculik, AE  

Tax Principal

Curt is an accomplished tax partner with 15 years of professional experience with strong expertise in healthcare, construction, and real estate.

He graduated from the University of Houston with a BBA in Accounting in 2003. 

Contact him today to discover what his extensive knowledge can do for you.

Areas of Expertise
  • Income tax planning
  • Income tax preparation
  • Choice of entity and business structure planning
  • Tax minimization and credit strategies        
  • Business purchase, sale, or mergers
  • Sale or purchase of real property
  • Property exchanges
  • Lease/Buy analysis
  • Financing alternatives
  • International issues
  • Consolidated returns
  • Tax credits (R & D, work opportunity, earned income, foreign, etc.
  •  Payroll, property and sales tax issues
  • IRS audit representation
  • Estate & Gift Tax

Ricky Anderson – CPA

Tax Partner

Ricky brings more than ten years of accounting experience to the team and has worked with multiple large firms including PMB Helin Donovan and McEvoy & Company.

His primary responsibilities include tax preparation, strategy development, client interaction, and counsel as well as providing guidance to members of his team and members of other teams when their activities overlap with the tax department.

Ricky is a Certified Public Accountant (CPA). He is also a member of multiple professional organizations including:

  • American Institute of Certified Public Accountants (AICPA)
  • Texas Society of CPAs (TSCPA)
  • Houston CPA Society

Faisal Siddiqui - CPA

Audit Partner

Faisal Siddiqui boasts over 18 years of professional experience, including his tenure at Big Four accounting firms and his involvement in audit inspections with PCAOB. His extensive background encompasses leading both International and Domestic engagements. These engagements range from Emerging Growth Companies to Fortune 500 enterprises, where he has guided companies through IPOs, evaluated and implemented Internal Control Environments, and assessed Audit Quality & Remediation.

With a history of service across various industries such as oil & gas, manufacturing, hospitality, utility & power generation, home building, information technology, construction, and private equity funds & brokerage enterprises, Faisal Siddiqui possesses an unparalleled wealth of diverse technical knowledge and experience.

His impressive portfolio encompasses clients from both the privately held and publicly-traded realms. No task is deemed too small or too large; feel free to reach out to him at any time to discover solutions tailored to your needs.

Areas of Expertise

  • Public and Private Accounting
  • External and Internal Auditing
  • Internal Control Auditing
  • Implementation of COSO Framework
  • Financial Analysis
  • Marketing Research Consultation
  • Assessment and Consultation on Audit Quality
  • Consultation for Remediation
  • Consultation on PCAOB Comment Forms