How to Get Your Tax Returns Filed with Anderson…

Review the Important tax deadlines below

Gather your required tax forms and then complete the Anderson Tax Organizers

Submit your tax organizer to Anderson’s Client Coordinators

Review our quick reference guide on how the process works with our team of Tax Professionals at Anderson.

Step 1: Review the Important Tax Deadlines:

Tax Year EndTax Return Due Date (If Filing an Extension, the Extension Must Be Filed By This Date as Well)Extended Filing Due DateTax Organizers Sent to Anderson After This Date Will Incur an Expedite Fee
December 31stApril 15thOctober 15thMarch 15th for Regular Filing (September 15th if Extension was Filed)

Tax Year EndTax Return Due Date (If Filing an Extension, the Extension Must Be Filed By This Date as Well)Extended Filing Due DateTax Organizers Sent to Anderson After This Date Will Incur an Expedite Fee
December 31stApril 15thSeptember 15thMarch 15th for Regular Filing (August 15th if Extension was Filed)
March 31stJuly 15thJanuary 15thJune 15th for Regular Filing (December 15th if Extension was Filed)
June 30thSeptember 15thApril 15thAugust 15th for Regular Filing (March 15th if Extension was Filed)
September 30thJanuary 15thJuly 15thDecember 15th for Regular Filing (June 15th if Extension was Filed)

Tax Year EndTax Return Due Date (If Filing an Extension, the Extension Must Be Filed By This Date as Well)Extended Filing Due DateTax Organizers Sent to Anderson After This Date Will Incur an Expedite Fee
December 31stMarch 15thSeptember 15thFebruary 15th for Regular Filing (August 15th if Extension was Filed)

Tax Year EndTax Return Due Date (If Filing an Extension, the Extension Must Be Filed By This Date as Well)Extended Filing Due DateTax Organizers Sent to Anderson After This Date Will Incur an Expedite Fee
December 31stMarch 15thSeptember 15thFeb 15th for Regular Filing (August 15th if Extension was Filed)

Tax Year End*Tax Return Due Date (If Filing an Extension, the Extension Must Be Filed By This Date as Well)Extended Filing Due DateTax Organizers Sent to Anderson After This Date Will Incur an Expedite Fee
December 31stApril 15thOctober 15thMarch 15th for Regular Filing (September 15th if Extension was Filed)

*These dates are based off a return that is diregarded to an individual or entity operating on a calendar year (with a December year-end). If your entity is disregarded to an entity with a different year-end, the tax return due date, extended filing due date, and date Anderson requires the organizers to avoid an expedite fee will be determined by that date.

Step 2: Gather your required tax forms and then complete the Anderson Tax Organizers

Each tax organizer lists all supplemental documents you will need to include and walks you through step by step any information we need. Depending on what type of return we are preparing, you might need:

  • Your W-2 and/or any 1099s
  • Financial statements and/or bank account information
  • A copy of your previous return, if not prepared by Anderson
  • Balance sheets and profit and loss statements from accounting software
  • 1099-B statements for trading account(s)

Step 3: Submit your completed Tax Organizer to Anderson’s Client Coordinators.

Box Upload

Upload completed organizers to your secure client box folder found in the Platinum portal.

Fax

Fax your completed organizer to 702.664.0547.

Secure Upload

Upload your completed tax organizer through our secure server at https://AndersonAdvisors.com/Upload-Documents/

Step 4: Review our Quick Reference Guide

Review the reference guide by clicking on the image to the right. This guide will help you understand how the whole process works and what you can expect after you submit your organizer from our team of Tax Professionals at Anderson.

FAQ
What is a Tax Organizer?

A Tax Organizer is a packet you complete to provide our tax department all the information they need to prepare and file your tax returns. There are different organizers for your Individual, Corporate, Partnership or LLC return. The information added to the organizer is related to the income and deductions associated with you and/or your business.

 

What information do I need to complete the Tax Organizer?

The Tax Organizer has detailed instructions, including a list of everything you will need to submit. In order to complete the Tax Organizer for your personal return, you will first need your W-2 and/or 1099.

 

When do you need my Tax Organizer returned?

Tax season is quickly approaching and the sooner we receive your completed Tax Organizer, the sooner we can complete your return. In order to provide the highest level of customer service to our clients we do require an expedite fee to rush filing your return if we receive the organizer and all supporting documents any time within 30 days of the due date. If all information is submitted before 30 days to the due date, no expedite fee will be charged.  

 

Will you file my state tax return as well?

Yes, we can file all state returns that are due. Our team will notify you if you have a state tax return due at the same time as the federal return or a different date.

 

Have Tax Questions?

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