New Client Forms
Step 1: Select the Correct Form
We have three different forms based on your client type. Please select the appropriate form above:
- New Individual Client Form: For personal tax and financial services
- New Business Client Form: For business entities (corporations, LLCs, partnerships)
- New Estate/Trust Client Form: For estate or trust services
Step 2: Download Your Form
- Log in to your CGP Group client portal
- Navigate to the Forms section
- Click on the appropriate form to download it to your computer
Step 3: Complete Your Form
Complete Electronically (Recommended)
- Open the downloaded PDF
- Fill in all applicable fields by clicking on them and typing your information
- Save the completed form to your computer with your name in the filename (Example: “Smith_Individual_Form.pdf”)
Complete by Hand
- Print the downloaded PDF form
- Fill in all applicable fields using blue or black ink
- Scan the completed form as a PDF document
- Save the scanned form to your computer with your name in the filename (Example: “Smith_Individual_Form.pdf”)
Step  4: Submit Your Completed Form
- Log back in to your CGP Group client portal
- Navigate to the File Upload section
- Click the “Upload” button
- Select the completed form from your computer
- In the “Select Recipient” dropdown menu, choose Brock Wood
- Click “Submit” to complete the secure upload process
Key Filing Deadlines for 2025
We’re committed to helping you stay ahead of important tax deadlines. Here’s everything you need to know about filing deadlines and document requirements for the 2025 tax season.
Business Tax Returns
S-Corporations and Partnerships
- Filing Deadline: March 15, 2025
- Extended Deadline: September 15, 2025
- Document Submission Deadline: February 15, 2025
- For Fiscal Year Companies: Due on the 15th day of the third month after fiscal year-end, with a 6-month extension available
C-Corporations
- Filing Deadline: April 15, 2025
- Extended Deadline: October 15, 2025
- Document Submission Deadline: March 15, 2025
- For Fiscal Year Companies: Due on the 15th day of the fourth month after fiscal year-end, with a 6-month extension available
Exempt Companies and Non-Profit Organizations
- Filing Deadline: May 15, 2025
- Document Submission Deadline: February 15, 2025
- For Fiscal Year Companies: Due on the 15th day of the fifth month after fiscal year-end
- Extended Deadline: Six months from original due date (15th day of the 11th month after fiscal year-end)
Monthly Reporting Requirements
Sales Tax & Bookkeeping
Bank statements and related documents are required within one week after month-end to ensure timely processing and reporting.
Individual Tax Returns
Key Dates
- Filing Deadline: April 15, 2025
- Document Submission Deadline: March 15, 2025
- Extended Deadline: October 15, 2025
Note: To ensure timely filing, please submit your documents by March 15th. Returns will be placed on extension if documents are received after this date.
Quarterly Estimated Tax Payments
- Q1: April 15, 2025
- Q2: June 15, 2025
- Q3: September 15, 2025
- Q4: January 15, 2026
Employment Tax Requirements
W-2s and 1099s
- Distribution Deadline: January 31, 2025
Quarterly Payroll Tax Returns
- Q1: April 30, 2025
- Q2: July 31, 2025
- Q3: October 31, 2025
- Q4 & Annual: January 31, 2026
