Resources

Blog Articles

Investment Success

Investment Success Stories: Transform Wealth with Expert Guidance

May 23, 2024

Investment Success isn’t just about wealth; it’s a personal growth and learning journey. Those who have crafted their own investment success stories know that transforming…

Read More
Financial Well-being

Mastering Risk: Protecting Your Financial Well-being

May 23, 2024

Securing your financial well-being invariably involves deeply understanding the risks that can impact your resources. Financial risk manifests in various forms, including the potential for…

Read More

Stress-Free Retirement: Start Early with This Expertise

April 2, 2024

Retirement should be a time of tranquility and enjoyment when the fruits of years of labor are finally harvested. But reaching a stress-free retirement doesn’t…

Read More

The Keys to a Stress-Free Retirement: Contentment and Diligent Planning

February 8, 2024

Embarking on the journey to retirement can often be sprinkled with uncertainty and financial fears. However, the keys to a stress-free retirement are within reach…

Read More

Wealth Building Strategies Unveiled: The Road to Financial Security

February 7, 2024

Wealth Building Strategies: Building wealth is a journey that requires a clear map and steadfast dedication. It’s not simply about making money; it’s about creating…

Read More

Video Gallery

youtube-video-thumbnail
youtube-video-thumbnail

Tax Resources

Important Tax Deadlines and Dates

Individual Filers

  • January 16, 2024 - 4th Quarter 2023 estimated tax payment due.

  • January 23, 2024 - 2023 Tax season begins.

  • January 31, 2024 - Due date for employers to send W-2 forms.

  • January 31, 2024 - Certain 1099 forms are sent.

  • February 15, 2024 - Reclaim your exemption from withholding.

  • April 1, 2024 - Required minimum distribution due if you turned 73 in 2023.

  • April 15, 2024 - Tax day (unless extended due to local state holiday).ue if you turned 73 in 2023.

  • April 15, 2024 - Deadline to File Form 4868 and request an extension.cal state holiday).ue if you turned 73 in 2023.

  • April 15, 2024 - Deadline to make IRA and HSA contributions for 2023 tax year.

  • April 15, 2024 - First quarter 2024 estimated tax payment due.ons for 2023 tax year.

  • June 17, 2024 - Second quarter 2024 estimated tax payment due.

  • September 16, 2024 - Third quarter 2024 estimated tax payment due.

  • October 15, 2024 - Deadline to file your extended 2023 tax return.

  • December 31, 2024 - Required minimum distributions must be taken for individuals age 73 or older by the end of 2024.

  • January 15, 2025 - Fourth quarter 2025 estimated tax payment due.

Businesses

  • January 15, 2024 - 4th Quarter 2023 estimated tax payment due

  • January 23, 2024 - 2023 Tax season begins

  • January 31, 2024 - Employers send W-2s forms to employees

  • January 31, 2024 - Send certain 1099 forms

  • March 15, 2024 - Taxes are due for some business types (partnerships, multi-member LLCs, and S-Corporations).

  • April 15, 2024 - Taxes for C-Corporations are due.

  • September 16, 2024 - Deadline for extended partnership and S-corporation returns

  • October 15, 2024 - Deadline for extended C-corporation returns

  • January 15, 2025 - Fourth quarter 2024 estimated tax payment due

Tax Publications

Form 1040

US Individual Income Tax Return

U.S. citizens or residents file this annual income tax return in the United States.

Related:
Instructions for Form 1040
Tax Table from Instructions for Form 1040
Form 1040-SR

Form W-4

Employee's Withholding Certificate

Fill out Form W-4 to ensure your employer withholds the accurate federal income tax amount from your pay.

Form 1040-ES

Estimated Tax for Individuals

Form 1040-ES is used by persons with income not subject to tax withholding to figure and pay estimated tax.

Form W-9

Request for Taxpayer Identification Number (TIN) and Certification

This form is utilized to request a taxpayer identification number (TIN) for the purpose of reporting the amount paid on an information return.

Related:
Instructions for Form W-9

Form 4506-T

Request for Transcript of Tax Return

Use this form to request a transcript or other return information at no cost, or designate a third party to receive the information.

Related:
Form 4506
Form 2848

Form 941

Employer's Quarterly Federal Tax Return

This pertains to employers who deduct income taxes, social security tax, or Medicare tax from their employees' paychecks or are responsible for covering the employer's portion of social security or Medicare tax.

Related:
Instructions for Form 941

Form W-2

Wage and Tax Statement

Employers are required to submit a Form W-2 for each employee from whom income, social security, or Medicare tax was withheld.

Related: 
General Instructions for Forms W-2 and W-3

Form 9465

Installment Agreement Request

Utilize this form to request a monthly installment plan if you are unable to pay the full amount owed as indicated on your tax return.

Related: 
Instructions for Form 9465

Form SS-4

Application for Employer Identification Number (EIN)

Use this form to apply for an Employer Identification Number (EIN), a unique identifier assigned to businesses for tax purposes.

Related:
Instructions for Form SS-4

Form W-7

Application for IRS Individual Taxpayer Identification Number

Use this form to apply for or renew an Individual Taxpayer Identification Number (ITIN) for federal tax purposes if you are not eligible for a social security number by completing this form.

Related:
Instructions for Form W-7
Spanish Versions:
Form W-7 (SP)
Instructions for Form W-7 (SP)

VOICES OF CLIENTS

Clients Reflect on Their Experience

Beth G.

“Heath provides me with Financial Security which frees me up to worry about other things.“

This statement is a testimonial by a client as of 11/29/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing their testimonial.

Bill F.

“Heath brings a presence and sense of well being to our relationship in the way he manages our wealth.  I actually look less at how the portfolios is going as we have complete confidence in his ability to manage.“

This statement is a testimonial by a client as of 12/18/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing their testimonial.

John S.

“I have confidence working with Heath as he takes that concern off of my plate“

This statement is a testimonial by a client as of 11/22/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing their testimonial.

Lynn M.

“It couldn't have been easier to move my business to 3C Financial and I'm SO glad I did it!“

This statement is a testimonial by a client as of 4/24/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing their testimonial.

Alex K.

“I first met Heath nearly 20 years ago and was at a place where I just needed advice.  I had heard horror stories of people being misled by Financial Advisors.  However, after beginning to work together I trusted Heath and felt a personal connection with him.  He is very accessible, and I really sensed that he understood our needs.  Through his advice and guidance, I have come to understand that there are a lot of complicated layers to the process..."
Read More

This statement is a testimonial by a client as of 4/24/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing their testimonial.

Sheri W.

“I originally met Heath 15 years ago, through my local bank, and immediately felt comfortable with him, sensing right away his honesty and perception of relationship building.  I knew I needed Financial Planning and Investment advice and had neither the time nor inclination to do it myself; frankly, it bored me.  I had money and needed someone I could trust..."
Read More

This statement is a testimonial by a client as of 4/24/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing their testimonial.

Have Any Questions?

Whether you have questions about our range of financial services or simply want to discuss your unique financial goals, our dedicated team is ready to help. Contact us today and one of our experienced financial advisors will promptly get in touch with you. Your financial future starts here, and we look forward to being a part of your journey.

Untitled design - 2023-11-16T105301.318

OUR PROCESS

Bridging Gaps, Creating
Solutions, Earning Trust

Explore how 3C Financial aims to leverage its financial expertise to bridge gaps and provide distinct solutions for your financial success.