REMINDER: Send Us Your Tax Information as Soon as Possible

Dear Valued Client,
As we navigate the upcoming tax season together, we want to ensure you have everything you need for a smooth, successful filing experience. Please review the following submission deadlines to help us prepare your return in a timely and accurate manner.

 

Key Dates for Your Calendar

 

S Corporations, LLCs, and Partnerships Filing

Tax Data Due to CRI: March 1
Statutory Filing Deadline: March 15


 

Individuals, C Corporations, and Trusts Filing

Tax Data Due to CRI: April 1
Statutory Filing Deadline: April 15

 

Reminders & Other Items of Note: 

• Early submission is key. To facilitate thorough preparation of your return(s), we encourage you to upload your complete documentation to your Client Portal (HubSync) ahead of the dates noted above. A proactive approach helps streamline the process and provides added peace of mind.
• What if you miss these deadlines? If you are unable to meet the deadlines, please upload any available preliminary data via your Client Portal (HubSync) or contact your CRI office directly. Our team can assist with next steps, including extension filings and estimated tax payment calculations. 
• Need help with the Client Portal? For a seamless experience, we recommend visiting our Client Portal (HubSync) Resources or reaching out to your CRI advisor for assistance.

Already completed your data submission? If you’ve already uploaded your tax information to your Client Portal (HubSync), please disregard this reminder.
Your trust in us as your advisory partner is deeply valued. Thank you for the opportunity to serve you.


Sincerely,
Your CRI Team