Annual Tax Filing Services
Annual Tax Filing Services

Individual, Business, and Nonprofit Tax Filing Support

SAMSO helps clients prepare and file annual tax returns with professional guidance, careful review, and compliance-focused support.

Whether you are filing as an individual, family, self-employed professional, business, or nonprofit organization, SAMSO provides dependable filing assistance and year-round support.

A- Individual/Personal Filing

  • Obtain an ID authorization to pay/file your taxes.
  • 1040 returns for single filers.
  • 1040 returns for married filing jointly.
  • 1040 returns for Head of Household.
  • 1040 returns for Qualifying Surviving Spouse.
  • Help your LLC give you a W2 instead of 1099-NEC where applicable.
  • Obtain ID.me and EFTPS account support to pay taxes and manage business payroll filings.
  • Pay estimated taxes (1040-ES) and preserve the filing information for your future 1040 return.

Documents Clients May Need to Submit

  • All W2(s).
  • All 1099-MISC.
  • All 1099-NEC.
  • All 1099-INT.
  • All 1099-DIV.
  • All 1099-R and RRB-1099-R.
  • 1099-SSA and 1099-G.
  • 1099 income from rents, royalties, and entities.
  • W-2G for gambling income.
  • 1099-C for cancellation of debt.
  • 1099-Q and 1099-QA where applicable.
  • Stock options.
  • Taxable grants.
  • Scholarships and fellowships grants.
  • Jury duty pay.
  • Prizes and awards monetary values.
  • Other taxable income records relevant to your filing.

B- Business Filing

Federal business tax return deadlines depend on your entity structure. For calendar-year filers, due dates generally fall on the 15th day of the third or fourth month following the close of the tax year.

Primary Deadlines

  • March 15: Partnerships, multi-member LLCs taxed as partnerships, and S-Corporations.
  • April 15: Sole proprietorships, single-member LLCs, and C-Corporations.
  • If the 15th falls on a weekend or legal holiday, the deadline shifts to the next business day.

Deadlines for Fiscal Year Filers

  • 3rd month deadline for partnerships and S-Corporations.
  • 4th month deadline for C-Corporations and Sole Proprietorships.
  • Automatic 6-month extensions may be requested, but taxes due must still be paid by the original deadline.

Non-Profit / Not-for-Profit Filing

A nonprofit’s annual federal tax return is generally due by the 15th day of the 5th month after its accounting period ends. For calendar-year organizations, this is typically May 15.

Because exact filing requirements depend on the organization’s size and revenue, compliance is specific to your entity.

Annual Information Returns (Forms 990)

  • Form 990-N (e-Postcard) for eligible small nonprofits.
  • Form 990-EZ for qualifying mid-sized nonprofits.
  • Form 990 for larger nonprofits.
  • Form 990-PF for private foundations.
  • Form 990-T for unrelated business income where applicable.

Important Deadlines & Consequences

If your organization needs more time, you may request an automatic extension by filing Form 8868 before the original due date.

Failing to file any required return or notice for three consecutive years may result in automatic revocation of tax-exempt status.

Need Help Filing Your Taxes?

Contact SAMSO today to schedule your appointment and get your taxes done professionally.

Schedule Consultation