Welcome! We’re excited to work with you.
As we begin our new relationship, you might have some questions: What happens next? What information do you need from me? Why haven’t I heard anything yet?
Our goal is to let you know what to expect and the steps you can take to help keep everything running smoothly.
Jump to section:
First things first: Be sure to complete the following to-dos.
A link to securely provide this information is included in your welcome email. Documents needed by entity type:
1065
| 1120
|
1120-S
|
|
Let us know who should receive communications about:
We will need each contact’s job title, physical address, email, and phone number.
Add your Mowery & Schoenfeld engagement team and SafeSend (noreply@safesendreturns.com) email addresses to your approved contacts list so you don’t miss any important emails.
During the initial phase, your team will:
| Throughout the year, depending on your services, we may help with:
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Tax season is when most activity will happen. We will request the information needed to prepare your return and communicate any questions or planning opportunities that come up.
If you have a significant business change before tax season, don’t wait to contact us. Major transactions, ownership changes, financing activities, or expansion into new states can all have important tax implications.
Action Item / Deliverable | Calendar Year Due Date / Expected Receipt |
Statement of Engagement (SOE)/Engagement Letter from Mowery & Schoenfeld | Dec. 15 |
Tax Filing Due Date (Partnership, S-Corporation) | March 16 |
Tax Filing Due Date (C-Corporation) | April 15 |
Q1 Estimate (C-Corporation or State Pass-through Entity) | April 15 |
Tax Due Date (Non-Profit) | May 15 |
Q2 Estimate (C-Corporation or State Pass-through Entity) | June 15 |
Tax Filing Due Date (Benefit Plan) | July 31 |
Extended Tax Filing Due Date (Partnership, S-Corporation) | Sept. 15 |
Q3 Estimate (C-Corporation or State Pass-through Entity) | Sept. 15 |
Extended Tax Filing Due Date (C-Corporation) | Oct. 15 |
Q4 Estimate (C-Corporation or State Pass-through Entity) | Dec. 15 |
Dates are based on a calendar year ending Dec. 31 and will vary for fiscal year-end filings.
SafeSend Returns is our secure tax return delivery and electronic signature platform. It allows you to receive completed tax returns, review documents, electronically sign required forms, and receive payment instructions without printing or mailing paperwork.
When your return is ready, you’ll receive an email from Mowery & Schoenfeld through SafeSend Returns.
Other questions about SafeSend? Contact your Mowery & Schoenfeld tax administrator, LaHetta Eyrich, at 224-278-1503 or leyrich@msllc.com.
Tax return preparation usually follows filing deadlines and the timing of your organization’s year-end. In many cases, we’ll send information requests closer to when we begin preparing your return.
Yes. Sending information as you receive it can make tax season much easier.
Please contact your Mowery & Schoenfeld advisor if you experience:
Early planning often creates additional opportunities and helps prevent surprises later.
Once all requested onboarding information and engagement documents have been received, your M&S team will handle the setup and review process. If additional information is needed, we will reach out to you directly.
No. SafeSend allows you to review your return and electronically sign your authorization forms. Once those forms are signed, we are notified and complete the filing process.
Stay informed throughout the year with these tax and business insights.
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2025 Tax Prep Tips for Businesses
