Timothy A. McAfee, CPA, CFP®, PPC®, MST

Due Dates

Jan

31

Individuals -

File your income tax return (Form 1040) for 2019 if you didn't pay your last installment of estimated tax by Jan. 15. Filing your return now prevents any penalty for late payment of the last installment.

Employers -

Give your employees their copies of Form W-2 for 2019.

 

File Form W-3 along with Copy A of all the Form W-2s you issued for 2019.

 

Applicable Large Employers under the Affordable Care Act provide Forms 1095-C to full-time employees. All other providers of Minimum Essential Coverage provide Forms 1095-B to responsible individuals.

All businesses -

Give an annual information statement to recipients of certain payments you made during 2019. (You can use a copy of the appropriate Form 1099.)

 

File Form 1099-MISC if reporting (whether electronically or by paper) nonemployee compensation payments in box 7 (for all other payments, file Form 1099-MISC by Feb. 28, 2020 on paper, or March 31, 2020 electronically).

Feb

18

Individuals -

If you claimed exemption from income tax withholding for 2019 on the Form W-4 you gave your employer, you must file a new Form W-4 by this date to continue your exemption for another year.

All businesses -

Give an annual information statement to recipients of certain payments (e.g., proceeds from broker and barter transactions) you made during 2019. (You can use a copy of the appropriate Form 1099.)

Welcome!

McAfee & Associates, P.C. is a West Michigan accounting based Certified Public Accounting firm. We focus on serving individuals and small businesses with unique knowledge, education, income tax, estate, gift and business tax planning and compliance.


We narrowed down our focus to include pre and post-retirement planning for a wide range of professions including medical, legal, business executives and small business owners.


Our small business services include entity selection, business startup, and ongoing planning and compliance. Also, we provide personalized employee benefit and pension planning.

Due Dates

Jan

31

Individuals -

File your income tax return (Form 1040) for 2019 if you didn't pay your last installment of estimated tax by Jan. 15. Filing your return now prevents any penalty for late payment of the last installment.

Employers -

Give your employees their copies of Form W-2 for 2019.

 

File Form W-3 along with Copy A of all the Form W-2s you issued for 2019.

 

Applicable Large Employers under the Affordable Care Act provide Forms 1095-C to full-time employees. All other providers of Minimum Essential Coverage provide Forms 1095-B to responsible individuals.

All businesses -

Give an annual information statement to recipients of certain payments you made during 2019. (You can use a copy of the appropriate Form 1099.)

File Form 1099-MISC if reporting (whether electronically or by paper) nonemployee compensation payments in box 7 (for all other payments, file Form 1099-MISC by Feb. 28, 2020 on paper, or March 31, 2020 electronically).

Individual

McAfee and Associates offers individual tax management, individual finance and individual IRS representation. The experience we have with IRS authorities and tax software is here to put your mind at ease. 

Business

McAfee and Associates specializes in Business IRS Representation and Business Entity Selection. Our experience and know-how with entity selection will guide your company to perform at its best. 

Planning

Our experience with financial planning will guide you and or your business in the right direction.  As a result, we fulfill your financial and retirement goals, tax preparation, as well as estate and trust planning.