2023 Tax Season Information

DATES

Clients who submit information after the following dates will NOT be completed timely:

  • 02/28 (S-Corps/Partnerships)
  • 03/31 (Individuals/C-Corps)

*Clients on Extension*

  • 08/15 (S-Corps/Partnerships)
  • 09/15 (Individuals/C-Corps)

*Rushed completion will be subject to increased tax prep fee

IN PERSON APPOINTMENTS

Limited In-Person Appointments this year!

Please call ASAP to schedule if you want an appointment. Once appointments times are taken, only drop offs will be accepted.

EXTENSIONS

-Mandatory for tax year 2023-

ALL EXTENSIONS MUST BE PROMPTED BY A WRITTEN REQUEST OR EMAIL FROM THE CLIENT

DROP OFFS

We can accept tax information via:

  • Drop off to office receptionist
  • Drop off to locked mailbox outside office
  • Portal Import (secure)
  • Mail

2023 TAX UPDATES

  • Inflation Reduction Act
  • The Chips & Science Act

PORTAL ACCESS

  1. Clevelandtaxconsultant.com
  2. Portal Login at top right of page
  3. Login or Upload as a Guest

Link to reset credentials on the Login page

ORGANIZER SHEETS

Organizer sheets for businesses and rentals available in the portal.
Please call the front desk to request one be emailed if you cannot access your portal account.

MEET THE TEAM

Kenneth Weinberg
Enrolled Agent/Owner

[email protected]

Brittany Gradisek
Tax/Bookkeeping/Payroll

[email protected]

Christy Rogers
Bookkeeping

[email protected]

Erica Carrere