Helpful Associations

We have found the following references to be very helpful.



Alan Brodie Associates

Financial advisor for retirement plans, investments and insurance


Alan Brodie, CFP, CLU

Financial Advisor, LPL Financial


1601 Dove Street, Suite 260 • Newport Beach, CA 92660-2427

949-612-6335 Telephone •

Securities offered through LPL Financial. Member FINRA/SIPC


Paychex Inc. | Business Consultant


1535 Scenic Ave, Ste 100

Costa Mesa, CA 92626

C: (949) 697-4022




Public Relations Manager


California Society of CPAs / CalCPA Institute

330 N. Brand, #710

Glendale, CA 91203

Ph: 818.546.3552 / 800.922.5272

Fax: 818.246.4017

Twitter: @billspaniel




Please note that the 15th filing deadline may move to the following business day if it falls on a weekend or holiday.


January 18th-4th quarter personal estimated tax payments(for prior tax year)


1st day to file 2019 returns (in Jan 2020) January 27, 2020.


February 1st, W-2 and 1099’s due to recipients

February 29th-W-2 and 1099 copies due to Social Security Administration and Internal Revenue Service


March 15th-Partnership/LLC (starting in 2017-for 2016 returns)-or extensions. Corporate tax returns (or extensions)

Important Dates & Alerts

April 15th-Individual tax returns (or extensions), CA corporate minimum estimated tax payment, 1st quarter personal estimated tax payments, Partnership/LLC returns (or extensions) for 2019 tax year, Trust returns (or extensions)


May 9th-CA Counties Business Personal Property Tax Returns

May 15th-Non-Profit Returns (for calendar year charities)


June 15th-CA LLC estimated fee (for current tax year), 2nd quarter personal estimated tax payment, 2nd quarter CA corporate estimated tax payment


September 15th-Partnership/LLC (on extension), Corporate tax returns (on extension), Trust tax returns (on extension), 3rd quarter personal estimated tax payments, 3rd quarter CA corporate estimated tax payment


September 30th-Trust returns (on extension)-starting in 2017-for 2016 returns


October 17th-Individual tax returns (on extension)


December 15th-4th quarter CA corporate estimated tax payment

Tax Tips

Here are some of the tax reform videos taxpayers can watch on their computer or on their smartphone when they’re on the go.


IRS Video Portal

The IRS produces and posts videos to post on the Video Portal. These videos can help individual and business taxpayers better understand how the tax reform law affects them and their taxes.


This webinar provides an overview of who will be eligible for the new tax reform provisions of the Qualified Business Income Deduction under Section 199A. It also shows calculations and basics for reporting.


This provides an overview of tax reform changes for employers. Topics covered include changes to employer credit for family and medical leave, employee achievement awards, and qualified transportation fringe benefits.


Addresses tax reform changes that affect individual taxpayers. Topics include standard deductions, personal exemptions, itemized deductions, and the child tax credit.


This video explains why many taxpayers may need to change their withholding. It also helps tax professionals understand how to use the IRS withholding calculator to help taxpayers change their withholding.


IRS YouTube Channel

These videos are all in English, with several also being offered in Spanish and American Sign Language.


Taxpayers can watch this video to find out why they should do a Paycheck Checkup after tax reform legislation changed how much tax is taken out of individuals’ paychecks.


This video gives taxpayers tips for using the calculator, including what documents to have on hand before starting their Paycheck Checkup.


If employers provide paid family and medical leave for their employees, they may be eligible for a tax credit. This video has more information about this credit.

The habit of saving is itself an education; it fosters every virtue, teaches self-denial, cultivates the sense of order, trains to forethought, and so broadens the mind.

― T. T. Munger

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(714) 325-5518

Meeting by appointment only


Janet Lee Krochman, CPA

2973 Harbor Blvd., No. 644

Costa Mesa, CA 92626