Taxes

TAXES

FILE YOUR 2024 TAXES

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TAX FORMS

GET THE FORMS FOR YOUR TAX FILING

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TAX PREPARATION

& FILING

Tax Preparation- We Guarantee the Maximum Refund! We offer excellent service, easy process and Fast Refunds! Our Tax Associates are equipped with advanced knowledge of IRS Tax Law and Tax Code. 


Our associates always ask the appropriate questions to ensure the accuracy and efficiency of all tax returns. We partnered with FIVE of Cobb County's Schools and daycares, where we provided free tablets to families to promote computer/internet literacy. 


We also offer Mobile Service where “We come to You”!!! 

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Tax Calendar 2024

JANUARY

FEBRUARY

3 - Self-employed individuals pay half deferred 2020 Social Security Taxes

10 - (Form 4070) Tips for December 2023 Reported to Employer

17 - (Form 1040-ES) Estimated Tax Payment for 4th Quarter of 2023

17 - (Form 1040-ES) Farmers and Fishermen Pay Estimated Tax for 2023

31 - (Form 1040) File 2023 Tax Return 

10 - (Form 4070) Tips for January 2023 Reported to Employer

15 - File Form W-4 to Reclaim Exemption from Withholding for 2023

MARCH

APRIL

1 - (Form 1040) Farmers and Fishermen File 2022 Tax Return


10 - (Form 4070) Tips for February 2023 Reported to Employer

1 - First required minimum distribution (RMD) by individuals who turned 72 in 2022

10 - (Form 4070) Tips for March 2023 Reported to Employer

18 - File 2022 Tax Return (Form 1040) and Pay Tax Due

18 - File Form 4868 to Request 6-Month Income Tax Return Filing Extension (payment of tax not extended)

18 -  File Schedule H (1040) and Pay Employment Taxes for Household Employees (file separately if Form 1040 is not filed)

18 - Estimated Tax Payment for 1st Quarter of 2023 (Form 1040-ES)

18 - Contribute to Individual Retirement Account (IRA) for 2022

18 - Withdraw Excess IRA Contributions in 2022 to Avoid Penalty if Filing of Form 1040 Was Not Extended

18 - Contribute to Health Savings Account (HSA) for 2022

18 - Contribute to Solo 401(k) Plan or Simplified Employee Pension (SEP) Plan for 2022 by Self-Employed if Filing of Form 1040 Was Not Extended

18 - File 2019 Tax Return (Form 1040) to Request Unclaimed Tax Refund for the 2019 Tax Year

MAY

JUNE

10 - (Form 4070) Tips for April 2023 Reported to Employer

12 - Tips for May 2023 Reported to Employer (Form 4070)

15 - (Form 1040-ES) Estimated Tax Payment for 2nd Quarter of 2023

15 - (Form 1040) U.S. Taxpayers Living and Working Abroad File 2022 Tax Return

15 - U.S. Taxpayers Living and Working Abroad File Form 4868 to Request 4-Month Income Tax Return Filing Extension (payment of tax not extended)

15 - (Form 1040) Military Personnel on Duty Outside the U.S. File 2022 Tax Return

15 - Military Personnel on Duty Outside the U.S. File Form 4868 to Request 4-Month Income Tax Return Filing Extension (payment of tax not extended)

JULY

AUGUST

10 - (Form 4070) Tips for June 2023 Reported to Employer

10 - (Form 4070) Tips for July 2023 Reported to Employer 

SEPTEMBER

OCTOBER

11 - (Form 4070) Tips for August 2023 Reported to Employer

15 - (Form 1040-ES) Estimated Tax Payment for 3rd Quarter of 2023

10 - (Form 4070) Tips for September 2023 Reported to Employer

16 - File Extended 2022 Tax Return (Form 1040) and Pay Tax Due

16 - Withdraw Excess IRA Contributions in 2022 to Avoid Penalty if Filing of Form 1040 Was Extended

16 - Contribute to Solo 401(k) Plan or Simplified Employee Pension (SEP) Plan for 2022 by Self-Employed if Filing of Form 1040 Was Extended

NOVEMBER

DECEMBER

13- (Form 4070) Tips for October 2023 Reported to Employer

11 - (Form 4070) Tips for November 2023 Reported to Employer

31 - Contribution to Employer-Sponsored Retirement Plan for 2023 (401(k), 403(b), 457 or Federal Thrift Savings Plans)

31 - Required Minimum Distribution (RMD) by Individuals Who are 74 or Older at the End of 2023

ABOUT

FINANCIAL EXPERTS OF AMERICA

The Financial Experts of America offers Financial Literacy Classes, with emphasis on the tools needed to maintain excellent credit. Our mission is to help empower the Community by achieving Financial Success and Financial Freedom. 


Our goal is to educate families, individuals and Business Owners on attaining financial security to live a better quality of life. Our main focus of education is on maintaining an excellent credit rating, Homeownership, Savings and Retirement.

IT'S

TAX FILING SEASON

TESTIMONIALS

FINANCIAL EXPERTS OF AMERICA

"Lady finances Aka Trelles Williams is absolutely

amazing with a side of fantastic. In a world of financial uncertainty. “Lady finance takes the impossible out of the meeting your financial goals, through business dos and Don’ts Throughout the year”.


While coaching, instructing and teaching all things

finance. Trelles holds your hand every step of the way.

Her level of five star service along with her team has

me in a space where I don’t wanna make any money

moves without her. As Side from wealth of knowledge

and years of dedication to all things financially sound.

Lady finance has an impeccable resume and Years

under her belt and is needed in a time such as this.


Kudos to “Lady finance”for getting my businesses in
order and helping my family to win!"

"I came to Lady Finance in February of 2021 and she

assisted me with my taxes coaching me on how to

properly structure my taxes and how important it is

to not go exempt on my taxes because I will owe more also she assisted me with securing a PP long for my business and how to structure the money and how not to commingle the funds and how to structure my business properly not only am I a client of hers I am also a team member of hers now with life insurance and sharing with our community the importance of life insurance coverage and how to build wealth with life insurance as using a vehicle. Not only has she assisted me with structuring my personal taxes but my business taxes as well and how to build wealth for my family and leave a legacy. Thank you Lady Finance for all that you do."

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