Existing Clients…

Please login to the client portal to review your documents. If you have forgotten your password, click “forgot password” on the link below and reset your password on the portal websites.

We now have TWO client portals for you to access the tax organizer information as well as your current and historical information.

Individual tax history files + Business bookkeeping and business tax history files

Individualized Tax Organizer and current year information.

Tax Season Hours
Monday–Friday
9am–5pm

Regular Hours
Monday–Friday
9am–4pm

Special appointments available upon request

2023 Tax Year Information and Links

Tax Organizer

Unsure about which documents you need to gather for your taxes? Log in to Drake to view an individualized tax organizer resource guide.

“ Beginning on January 1, 2024, many companies in the United States will have to report information about their beneficial owners, i.e., the individuals who ultimately own or control the company. They will have to report the information to the Financial Crimes Enforcement Network (FinCEN). FinCEN is a bureau of the U.S. Department of the Treasury.” - Financial Crimes Enforcement Network website

Business Owners

Download this resource and flow chart from the FinCen website to determine whether you need to file your Beneficial Ownership Information and the steps to do it. The process is generally straightforward, and we believe most businesses can handle it independently.

If you lack the time or prefer Covert Team's assistance in filing your business information, we offer this service for a fee of $250

Upcoming Deadlines in 2024

  • 1/16/2024 (for Q4 2023)

    4/15/2024 • 6/17/2024 • 9/16/2024

  • January 31, 2024 • Deadline to send 1099-Misc and W-2 forms.

    March 15, 2024 • Deadline to switch to S-Corp election and run your first payroll.

  • March 15, 2024 is the deadline to file taxes or to file an extension.

  • Deadline to drop off taxes for the April 15th deadline is March 15, 2023.

    Tax filings dropped off after this date will be extended and filed after April 15th.

  • Tax Returns are due on April 15, 2024 for Personal Taxes.

  • Tax Returns are due on May 15, 2024 for Non-Profits.

    Please drop off your information before May 1, 2024 to be filed.

    Deadlines may be differ based on the non-profit fiscal year end.

Interested in working with us?

We are always looking for individuals with experience in accounting, taxes, bookkeeping or payroll to join our team.

Send us your professional resume including 3 references HERE

  • "Covert Tax Services has been the best! I've had some good accountants in the past and some really bad. It is comforting to know that we have a service like Covert Tax Services to answer our questions and our needs!!! Highly recommend them!!!"

    -Henry K.

  • “Stefanie Covert and the team at Covert Tax are professional, knowledgeable, very friendly, and approachable. They know their stuff and will keep you in tax compliance.”

    -Nancy B.

  • "They handled all my bookkeeping and taxes and did an amazing job. I never had to worry about a thing and they were extremely helpful with all the questions I had as I got my business up and running."

    -Daniel T.

  • "Would recommend them and have !! Love them as they are so professional more so than any other we have used in the past!!!"

    -Debi N.

Leave us a review