Your Guide to Our Service Schedule

At Cornbelt Financial, providing exceptional service means operating on a carefully structured timeline. To set clear expectations and help you plan ahead, we've created a firm calendar highlighting key dates and deadlines. 

While tax season is our busiest period, our work is truly a year-round endeavor. We follow a structured calendar to ensure we can devote the proper time and attention to each client's needs. Maintaining a defined schedule allows us to thoroughly analyze your financial situation, identify opportunities, and deliver accurate, timely results. We'll partner closely with you to align our timelines with your needs, pivoting as circumstances demand. Open communication is key to making this a seamless, stress-free experience every year.

Here's what you need to know about how we'll collaborate smoothly throughout the year. We'll update this on an ongoing basis going forward. 

January 1st - Engagement Renewals & Tax Organizers:

• Deadline: Engagements renew effective January 1st near which time you should have received your tax organizer.
• Why: Submitting the tax organizer annually provides a great resource for clients to compile their tax information and update any information or inform us of any changes.

March 1st - Tax Document Submissions:

• Deadline: Submit your tax documents before early March.
• Why: This timing gives us the best chance to file your returns before the April 15th tax deadline.
• Note: Communication and response times will slow starting around this time until the conclusion of the tax deadline.

April 1st - Extension Estimate Submissions:

• Deadline: Submit your tax documents before April 1st.
• Why: This ensures we can provide an accurate estimate with your extension and going forward at this time our focus will shift to communicating next steps needed with your extensions.
• Note: Buzzer beaters are rare in sports and should be in tax accounting too.

April 15th - April 22nd - Office Closure:

• Status: Offices will be closed or only lightly staffed.
• Why: To give our team a much-needed break after the tax season rush.

April 22nd - Mid-May - Reduced Operations:

• Status: Limited capacity for tax returns and other services.
• Why: We need to catch up on both other services and personal matters. Conferences and vacations are common during the window. 

June - Resumption of Normal Operations:

• Status: Normal operations resume.
• Focus: Late submissions, kick-off of tax planning, and off-season initiatives.

August 1st - Extension Submissions:

• Deadline: Submit documents if you are on extension by August 1st.
• Why: We need time to prepare for the September 15th deadline for S-Corporations and Partnerships and the October 15th deadline for personal returns.
• Note: If you are still missing documents, submit what you have available and we'll coordinate a plan for the remaining missing items. 

Thanksgiving Week - Reduced Operations:

• Status: Reduced staff and slower operations.

December 15th - Year-End Tax Planning:

• Deadline: Request year-end tax planning before December 15th, thereafter we'll have reduced operations. 
• Why: The last couple of weeks in December are reserved for holidays and preparation for the upcoming tax season. Expect to receive tax organizers and announcements during this time.