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“The hardest thing to understand in the world is the income tax”
— Albert Einstein

  • We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to achieve your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.

  • We won’t just help you get the software, we’ll teach you to use it more efficiently and effectively. Every one of our offices has a certified Quickbooks Pro Advisor waiting to hear from you.

  • Reduce your administrative burden and compliance headaches. With experts in both California and Oregon payroll requirements, we’ll help give your business the bonus it deserves.

  • Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

  • Our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Byzick & Company can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

  • Our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, or just need help responding to a notice, our professional representation can put many of your worries at bay.

Tax Deadlines

“Better late than never”? We can do better.

  • Individuals – estimated tax payment for the fourth quarter of prior year.

    Farmers and fishermen – pay estimated tax for the prior year.

  • Employers and Businesses – file forms 1098, 1099-NEC, and W-2 and furnish to recipients.

    Businesses with payroll - file Forms 941, 943, 944 and/or 945. Forms 940, 943, 944, and 945 can be filed by February 12th if no tax is owed.

  • Farmers and fisherman – file Form 1040-ES and pay any tax due (NOTE: you have until April 15th to file if 2024 estimated tax payments were made by January 15, 2024).

  • S Corporations – file Form 1120S and pay any tax due. Provide shareholders their Schedule K-1 (Form 1120S), Shareholder's Share of Income, Credits, Deductions, etc., or a substitute Schedule K-1. For an automatic 6-month extension, file Form 7004 and deposit what you estimate you owe.

    S Corporation election – file Form 2553, Election by a Small Business Corporation, to choose to be treated as an S Corporation beginning with current calendar year. If Form 2553 is filed late, S treatment will begin with next calendar year.

    Partnerships – file Form 1065 and pay any tax due. Provide partners their Schedule K-1 (Form 1065), Partner's Share of Income, Deductions, Credits, etc., or a substitute Schedule K-1. For an automatic 6-month extension to file the return, file Form 7004 and deposit what you estimate you owe.

    Electing large partnerships – file Form 1065-B. For a 6-month extension, file Form 7004. Provide partners their Schedule K-1 (Form 1065-B), Partner's Share of Income (Loss) From an Electing Large Partnership.

  • Employers – electronic filing of Forms 1097, 1098, 1099, 3921, 3922, 1094-B, 1095-B, 1094-C, 1095-C, and W-2. This due date applies only if you file electronically. If paper filing, the due date is February 28. Furnishing copies to recipients still must be done by January 31, and 1099-NEC is due January 31st in any case.

  • Individuals – file income tax return (Form 1040, 1040-SR) and pay any tax due. For a 6-month extension, file Form 4868. Then file Form 1040 or 1040-SR by October 15.

    Individuals – estimated tax payment for the first quarter.

    Household employers – if you paid cash wages of $2,400 or more in the previous year to a household employee, file Schedule H (Form 1040) with your tax return to report any employment taxes. Report any federal unemployment (FUTA) tax on Schedule H if you paid total cash wages of $1,000 or more in any calendar quarter of the previous 2 years. Also, report any income tax withheld.

    Corporations – When on a calendar tax year, file Form 1120 and pay any tax due. For an automatic 6-month extension, file Form 7004 and deposit what you estimate you owe.

    Corporations – estimated tax payment for the first quarter. A worksheet, Form 1120-W, is available to help estimate the tax liability for the year.

  • Individuals – estimated tax payment for the second quarter.

    Corporations – estimated tax payment for the second quarter. A worksheet, Form 1120-W, is available to help you estimate your tax for the year.

  • Partnerships – file Form 1065. This due date applies only if you were given an additional 6-month extension. Provide each partner with a copy of Schedule K-1 (Form 1065) or a substitute K-1.

    Electing large partnerships – file Form 1065-B. This due date applies only if you were given an additional 6-month extension. See March 15 for the due date to furnish Schedules K-1 to partners.

    Individuals – estimated tax payment due for the third quarter.

    Corporations – Estimated payment due for the third quarter. A worksheet, Form 1120-W, is available to help you estimate your tax for the year.

    S Corporations – file Form 1120S and pay any tax due. This due date applies only if you timely requested an automatic 6-month extension. Otherwise, see March 15. Provide shareholders their Schedule K-1 (Form 1120S) or a substitute Schedule K-1.

  • Individuals – if you have an automatic 6-month extension to file your income tax return, file Form 1040 or 1040-SR and pay any tax, interest, and penalties due.

    Corporations – file Form 1120 and pay any tax due. This due date applies only if you timely requested an automatic 6-month extension. Otherwise, see April 15.

  • Corporations – estimated tax payment for the fourth quarter. A worksheet, Form 1120-W, is available to help you estimate your tax for the year.