Tax Scheduling Process & Timeline
At Lark & Ledger, we use a tax scheduling method, so you know exactly what to expect for filing your tax return.
How It Works
Hover over each box to get acquainted with our process.
Choose your upload week
Visit our scheduling calendar to select a week by which all tax documents will be provided to us.
If you have more than one tax return, you'll select a slot for each return.
Don't see the date you wanted? Choose the best date available, then let us know and we'll add you to the waitlist.
Upload your documents
Upload all documents to our client portal by your chosen date.
Feel free to upload any time before your chosen date.
We'll keep a waitlist, so any returns with all documents uploaded early may be able to move up the timeline.
Know your delivery date
As long as all documents are received by your chosen due date, we guarantee completion within 5 weeks of that date.
We'll keep you updated as your tax return is prepared.
You can plan with confidence and know exactly what to expect.
Booking & Key Dates
Please choose your document upload due date using one of the buttons below:
Please note: the time selected does not matter, you are not booking a meeting.
To file by standard deadlines:
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Partnerships and S-corps: select a due date on or before February 13th
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Individuals and corporations: select a due date on or before March 6th
Dates selected after these cutoffs may require an extension. If an extension is needed, we’ll provide an estimated tax calculation so any tax due can be paid on time. If a partnership or S-Corp return is extended but all personal documents are received by March 6th, we’ll still file both returns by April 15th.