Supporting your business needs and delivering exceptional client service is our goal. This page is meant to help you find answers to your questions quickly. The menu below includes links to popular pages, access to frequently requested forms, answers to frequently asked question, information to save you time, answer your questions, and provide the highest level of services.

If you can’t find what you’re looking for on this page and need additional information email info@edelsteincpa.com or call 617-227-6161 and an Edelstein team member will be happy to assist.

Tax Deadlines

Below is a summary of IMPORTANT Dates and Deadlines related to our Tax Services. Please help us by delivering your documentation and support a minimum of three weeks prior to the filing deadline, to ensure we have time to prepare, review and file on time!

January

  • Early January: Tax Organizers will be sent via SafeSend or via USPS Mail upon request.
  • January 15: Quarter 4 tax estimates are due
  • January 31: 1099 NEC Filing

February

  • February 24: Deadline for Tax documents March 15 Filings

March

  • March 15: Deadline for Entities, 1065 and 1120s

April

  • April 15:
    • Deadline for 1040’s, 1120, gift tax (709), CRUT (5227) and trusts (1041)
    • Quarter 1 tax estimates are due

May

  • May 15: Deadline for 990’s with December year end

June

  • June 15:
    • Tax deadline for international clients
    • Quarter 2 tax estimates are due

July

  • July 15: Deadline for Estate Tax
  • July 31: Deadline for 5500’s

August

  • August 15: MA 990T Deadline
  • August 25: Deadline for Tax Documents for 9/15 Extensions

September

  • September 15:
    • Extension deadline for 1065, 1120, 709 (gift tax) and 5500
    • Quarter 3 tax estimates are due
  • September 30: Deadline for Trusts (1041) on extension

October

  • October 15: Extension deadline for 1040’s, 1120

November

  • November 15:
    • Deadline for 990’s with June Year End
    • Deadline for 990’s with December Year Ends on extension

Individuals Sending Tax Documents Use SafeSend

Edelstein utilizes the SafeSend Suite to connect with you year-round in a secure and efficient manner. SafeSend is Edelstein’s preferred communication channel for collecting signatures and source documents to prepare your Tax filing, and to deliver your returns securely to you. All communication from SafeSend will come from noreply@safesendreturns.com, please save this as a favorite in your Inbox to ensure important notifications and information are not delivered to your SPAM folder.

If you need any assistance with SafeSend Organizers, please email TaxSupport@edelsteincpa.com.

For questions regarding your tax return, please contact your tax preparer.

Entities Sending Files Securely Use Edelstein’s Portal

Visit our payment page to learn about our online payment portal, Aiwyn, and to make a payment online.