Client resources
Deadlines, checklists, and straight answers.
A short reference for the questions clients ask most, and the dates worth putting on a calendar before they arrive.
Key dates
The filing calendar, at a glance
Dates shift when a deadline lands on a weekend or holiday, and fiscal-year filers follow a different schedule. Treat this as orientation, not authority — we'll confirm your actual dates when we scope your engagement.
- January 31
- W-2s and most 1099s due to recipients and to the government.
- March 15
- Calendar-year S corporation and partnership returns due (or extend).
- April 15
- Individual and C corporation returns due; Q1 estimates due.
- May 15
- Calendar-year non-profit Form 990 due (or extend).
- June 15 / September 15
- Q2 and Q3 individual estimated tax payments.
- July 31
- Form 5500 due for calendar-year retirement plans (extend to Oct 15).
- September 15
- Extended S corporation and partnership returns due.
- October 15
- Extended individual returns and extended Form 5500 due.
Before your appointment
What to bring
The more complete your first submission, the fewer rounds of follow-up — and the sooner your return or engagement is finished.
Individuals
- Photo ID and Social Security numbers for everyone on the return
- W-2s, 1099s, K-1s, and brokerage statements
- Mortgage interest, property tax, and charitable giving records
- 1095-A if you purchased marketplace health coverage
- Last year's return, if we didn't prepare it
Businesses
- Year-end trial balance or QuickBooks file access
- Bank and credit card statements with reconciliations
- Payroll reports and filed quarterly returns
- Fixed asset additions and disposals with invoices
- Loan statements and any new financing agreements
Non-profits & plan sponsors
- Board-approved budget and minutes
- Grant award letters and compliance requirements
- Plan document, adoption agreement, and amendments
- Participant census and payroll detail for the plan year
Common questions
Working with our firm
Where is SEO CPA Group located?
Our office is at 3596 Maple Ave, Suite B, Zanesville, Ohio 43701. We serve clients throughout southeastern and central Ohio, and much of the work can be handled remotely once the relationship is established.
Do you charge for the first consultation?
No. The first conversation is free. We use it to understand your entity, your deadlines, and what you actually need — and to tell you honestly whether we're the right firm for it.
What types of clients do you work with?
Individuals and families, closely held and small businesses, construction companies, non-profit organizations, and employers sponsoring 401(k) or 403(b) retirement plans.
How are fees determined?
Fees depend on the scope and complexity of the engagement. We provide a written scope and fee before beginning work, so you know what the engagement covers and what it costs before you commit.
Can I switch to your firm mid-year?
Yes. We regularly take on clients mid-year, including mid-year payroll transitions and bookkeeping cleanups. We request prior-year returns and current-year records from your previous provider and reconcile from there.
Are you a licensed and peer-reviewed firm?
Yes. SEO CPA Group, LTD is a legal entity in the State of Ohio, licensed as a peer review firm with the Ohio Accountancy Board. Our most recent System Review received a peer review rating of pass. Our partners and associates are members in good standing of the Ohio Society of CPAs and the AICPA.
Service FAQs
Have a question about a specific practice?
Each service page carries its own set of detailed answers — from 401(k) audit thresholds to Ohio local withholding.
Free initial consultation
Still have a question?
If it isn't answered here, call the office. You'll reach a person who can actually answer it.