Dear Client ,

We hope this message finds you well. With tax season just around the corner, we want to ensure that the process is as seamless as possible for you. Our team at SK Financial has prepared a comprehensive packet to assist you in gathering all the necessary information for your 2023 tax return.

4 Ways To Send Us Your Documents

Secure Online Portal: This year we are encouraging our clients to upload their tax documents to our secure online portal at SK Financial ShareFile Portal. If you've forgotten your password, simply click on "forgot password." Please organize your documents before scanning, and we will reach out if we have any questions.

Email Submission: You can also send your tax documents to taxes@skfinancial.com

Virtual Meetings: a. Office Visit via Video Conference: Set up an appointment by calling our office at 813-322-3936 to meet with your tax preparer via video conference.

b. Home-based Video or Phone Conference: Conduct a video or phone conference from the comfort of your home and bring your tax documents to the online meeting.

Upload Information on Our Website:

Visit our website at SK Financial Individual Tax for:

Estimated Tax Payment Deadlines for 2024 :

First Quarter: Due by April 15, 2024
Second Quarter: Due by June 17, 2024
Third Quarter: Due by September 16, 2024
Fourth Quarter: Due by January 15, 2025.

Important Reminder: If you have not yet made your 4th quarter estimated tax payment, please do so promptly to comply with IRS regulations. The deadline for this payment is January 16, 2024.

Contact Us:

We appreciate your trust in SK Financial. Should you have any questions or require additional information, please feel free to contact our office at 813-322-3936.

Thank you for choosing SK Financial. We look forward to making this tax season a smooth and efficient experience for you.

Sincerely,

Tax Team at SK Financial CPA