Accountants & Business Consultants
Treating Clients as Friends for Over 30 Years
Welcome to 2024 Tax Season!
KEY NOTES ABOUT NEW TAX LAWS:
(update in process)
(click below or select tab on left)
2023-KICK OFF LETTER
Click here to BOOK AN APPOINTMENT
(On-line Calendar will open on 1/13/2024)
(Appointments begin on 1/23/2024)
Don't wait to receive all of your documents.
We can complete our appointment while you wait for other documents to be received.
SERVICES TO CORPORATIONS AND MULTI-MEMBER LLC’S/ PARTNERSHIPS WILL BE DISCONTINUED AFTER TAX YEAR 2023
*HOWEVER, WE WILL CONTINUE TO SERVICE SOLE PROPRIETORSHIPS AND SINGLE MEMBER LLC’S
INCOME TAX FILING DEADLINES:
(subject to change):
Federal Government filing deadlines as follows:
- Personal, Sole Proprietors and Single Member LLC's - April 15
Extension Expires - October 15
- Partnerships, Multiple Member LLC's & S-Corporations - March 15
Extension expires September 15
- C Corporation - April 15
Extension expires October 16
- Non-Profit - May 15
Extension expires November 15
- Foreign Bank Account Reporting - May 15
Extension expires October 15
Our Policy for Completing Personal Income Tax Returns:
We will complete all personal income tax returns by the April 17th deadline IF our interview is completed by March 1 and all relevant documents and information have been received. For all other appointments, we will make all possible efforts to complete your tax returns as promptly as possible.
When a tax return cannot be completed by April 17th, the IRS and states allow an extension of time to file tax returns.
WE WILL FILE FEDERAL AND STATE EXTENSIONS AT NO CHARGE AS A COURTESY FOR CURRENT CLIENTS WHEN OUR MEETING OR TAX RETURN CANNOT BE COMPLETED BY THE FILING DEADLINE.
However, note that extensions ONLY protect you from a Late Filing Penalty, but not from the Tax Underpayment Penalty or Interest if you owe taxes. Taxes are due in the quarter when related income is earned - - generally, 4/15, 6/15, 9/15 and 1/15. Any payment not made during the regularly scheduled quarter should be made by 4/15 with the extension.
If you were unable to schedule your appointment within the timeframe to meet the April 17th deadline we will issue and extension on your behalf for no fee in order to avoid the late filing penalty. This extension gives you until October 16, 2023, to file your tax return. This is common practice in the industry.
Once your documents are received, we will issue the extension on your behalf and Mr. Campelo will move forward to complete your returns once the interview is done. If at the time of completing the extension, Mr. Campelo sees you need to send a payment with the extension, he will advise you to ensure no UNDERPAYMENT penalty is applied. If there are funds due, we will send you a payment voucher with the extension via our secure server with instructions to pay no later than April 17th. If no monies are due, we will submit your extension electronically and no further action is required on your part.
We need your documents before April 1st due to the high volume of extensions to be processed and we need lead time to complete them. If you can complete the worksheet to the best of your ability that will be extremely helpful.
Please send all E-MAIL messages to: Taxaccserv@BRISAFinancial.com
Based on strict IRS data encryption rules to protect your information and identity, DO NOT SEND DOCUMENTS VIA E-MAIL. Please ensure to use our Secure Server to send any tax documents (see link below) or fax or USPS mail.
- SECURE AND EASY WAY TO SEND TAX DOCUMENTS & IMPROVED DATA PROTECTION VIA OUR SECURE SERVER:
Go to "Send Forms Securely" tab on left or click below:
P.O. BOX 8
PERRINEVILLE, N.J. 08535
Types of ClientsTypes of Clients
BRISA Financial Services Company Overview
Since 1990, we’ve provided personalized professional accounting, tax preparation, business consulting and start-up services to:
-Individuals and their Families
-Businesses - Corporations, LLC’s, Partnerships, Sole Proprietorships and Estates.
We started as a small firm dedicated to tailoring a personalized approach for each client and have never forgotten what has kept our clients engaged for over 30 years:
First, and Foremost a Personalized Core Approach:
No cookie-cutter, impersonal services here…
1. Firstly, we take the view that we are your trusted partners, friends and
2. Our information finding session/ interview is personal, friendly and exhaustive while respecting your privacy.
3. We spend the time to get to know all the particulars of your situation and guide you through the process in a friendly and constructive manner.
4. We put ourselves in your shoes and work with you through the thought process to bring out ideas, and customize an optimal strategy for your particular situation.
5. We prepare your work with the same care and diligence as if it were our own.
We have in-depth knowledge and expertise in a wide spectrum of industries and professions covering Artists to Zookeepers. Since we work through referrals only, our focus is on doing our personal best for each and every client, every time. We never take clients for granted or short-cuts that compromise the quality of our work ~ the ultimate goal is to look out for your interest and establish long-lasting relationships.
We utilize over 35 years of diversified professional and real-life experiences to focus on what's important to you.
1. Tax Preparation and Statutory Filings (Personal & Business)
2. Electronic Filing (Federal & All States)