125 N. Lakeshore Drive, Suite 9, Lake Junaluska, NC 28745

Tax Center

Welcome to our dedicated Tax resources page! Here, you’ll find essential tools and information to streamline your tax preparation process. Use our Tax Document Organizer to ensure you have all necessary documents for accurate and efficient tax filing. Stay on top of important tax due dates to avoid any penalties or late fees. And easily track your federal and NC state refunds with our convenient links. We’re here to help you navigate the tax season with confidence and ease.

Tax Document Organizer

To ensure a smooth and accurate tax preparation process, it’s crucial for us to have your most up-to-date information. Our “Tax Document Organizer” is designed to streamline the process and help us maximize your tax return deductions. By providing us with the necessary documents and details, you ensure that we have everything needed to prepare your taxes efficiently and effectively.

Important Information Required:

  • Driver’s License: A copy of your current driver’s license.
  • Children’s Dates of Birth: Dates of birth for all dependent children.
  • Social Security Numbers: Social Security numbers for you, your spouse, and your dependents.

Click the link below to access the PDF version of the Tax Document Organizer. This document also includes important tax-related questions and a comprehensive reference for the documents you need to collect and provide for tax preparation.

[Access Tax Document Organizer PDF](#)

Tax Due Dates 2024

Individual Taxpayer Due Dates:

  • January 15, 2024: Fourth quarter estimated tax payment for the 2023 tax year.
  • April 15, 2024: Deadline to file your 2023 federal income tax return (Form 1040) or request an extension. This is also the deadline for paying any taxes owed.
  • June 15, 2024: Deadline for the first quarter estimated tax payment for the 2024 tax year.
  • September 16, 2024: Deadline for the third quarter estimated tax payment for the 2024 tax year.
  • October 15, 2024: Deadline for filing your 2023 federal income tax return if you filed for an extension.

Business Tax Due Dates:

  • January 31, 2024: Deadline for providing W-2 forms to employees and 1099 forms to independent contractors.
  • March 15, 2024: Deadline for filing S Corporation (Form 1120S) and partnership (Form 1065) tax returns for the 2023 tax year.
  • April 15, 2024: Deadline for filing C Corporation (Form 1120) tax returns for the 2023 tax year, if not on extension.
  • June 15, 2024: Deadline for the first quarter estimated tax payment for the 2024 tax year for corporations.
  • September 15, 2024: Deadline for the third quarter estimated tax payment for the 2024 tax year for corporations.

Miscellaneous Deadlines:

  • April 15, 2024: Deadline for filing 2023 federal income tax return for trusts and estates (Form 1041) or requesting an extension.
  • July 31, 2024: Deadline for filing 2023 Form 5500 for employee benefit plans if not on extension.

These dates are crucial for avoiding late fees and penalties. Ensure you mark them on your calendar and prepare accordingly!

Track My Refund

At Somerset Tax Partners, LLC we make it simple for you to stay updated on the status of your tax refund. With the “Track My Refund” option, you can easily monitor the progress of your IRS refund directly from our website. Just click the link provided to access the IRS tracking tool and get real-time updates.

To complete the process, have the following information ready:

  • Your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)
  • Your filing status (e.g., Single, Married Filing Jointly)
  • The exact amount of your expected refund
  • Your date of birth (for verification purposes)

With these details, you’ll be able to quickly check the status of your refund and stay informed every step of the way.

Track My North Carolina State Refund

Stay updated on the status of your North Carolina state tax refund with ease. Our “Track My NC State Refund” option allows you to monitor your refund directly through the NC Department of Revenue’s website. Click the link provided to access the tracking tool and check your refund status in real-time.

To track your NC state refund, you will need:

  • Your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)
  • The exact amount of your expected refund
  • Your date of birth (for verification purposes)

With this information, you can quickly and easily see where your refund stands and when you can expect to receive it.

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Get in touch with us today and schedule a complimentary consultation.

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