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Access The Client Portal

I know what you're thinking: Another online account that I have to create and remember a password for? I get it. Well I have good news! The client portal is your one stop shop to upload documents, download tax returns and other forms, schedule a meeting, sign your engagement letter, pay your invoice, and fill out the tax organizer. It has all of the resources you need to succeed with Peterson CPA! Click the button to the right to login to your dedicated portal. 

News & Updates

2024 new small business information reporting

In 2021, Congress passed the Corporate Transparency Act. As part of this new law, businesses (reporting entities) will now be required to report information regarding their beneficial owners. Starting on January 1st, 2024, reporting entities will need to submit beneficial ownership information (BOI) through the Financial Crimes Enforcement Network's (FinCEN's) website.

The form will ask for basic information on business owners, such as names, dates of birth, addresses, and identification numbers. Business owners will have to also include basic information about their businesses in the reporting as well.

 

The penalties for failure to file this form can be steep, so it will be important for business owners to make submitting this form a priority this year. Owners of reporting entities could potentially be subject to civil penalties of up to $500 per day and criminal penalties of up to two years of imprisonment and a possible $10,000 fine for violating these reporting requirements!

 

Now that I have got your attention, please reach out if you need assistance in filling out this form.

 

For more information about beneficial ownership information reporting, refer to the FAQ section on FinCEN's website here

Reporting Requirements

  • For existing reporting entities (those created or registered prior to January 1st, 2024), reports will be due by January 1st, 2025.

  • For new reporting entities registered or created on or after January 1st, 2024, reports will be due 90 days after the effective registration date of the new entity.

  • For new reporting entities registered or created on or after January 1st, 2025, reports will be due only 30 days after the effective registration date of the new entity.

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Important Client Links

IRS Refunds

Click the image below to check your refund status with the IRS "Where's My Refund?" tool. 

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Colorado Refunds

Click the image below to check your refund status with the Colorado Department of Revenue.

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Financial Calculators

Click the icon below for a variety of useful financial calculators.

Apply for an EIN

Starting a new business? Click the image below to apply for an Employer Identification Number with the IRS. 

EIN defined on sheet of paper

Register an LLC

Click the image below for a helpful guide on registering an LLC in your home state.

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