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Tax resources & deadlines

Practical, plain-English guidance to help you prepare with confidence — deadlines, document checklists, and answers to the questions we hear most.

Key Dates

Important filing deadlines

General federal deadlines. If a date falls on a weekend or holiday, it usually shifts to the next business day — we track every date for our clients.

January 31

W-2s & 1099s Issued

Employers and payers must furnish W-2 and most 1099 forms to recipients.

March 17

S-Corp & Partnership Returns

Forms 1120-S and 1065 are due, or an extension must be filed.

April 15

Individual & C-Corp Returns

Form 1040 and Form 1120 are due. Any tax owed is due even if you extend.

October 15

Extended Individual Returns

Final deadline for individual returns filed on extension.

Quarterly estimated taxes are generally due April 15, June 15, September 15, and January 15. If you're self-employed or a business owner, missing these can trigger underpayment penalties — we calculate and remind you.

Get Prepared

What to gather before you file

Bring these and your filing goes quickly. After your consultation we send a checklist tailored to your exact situation.

Individuals

Photo ID and Social Security or ITIN numbers for everyone on the return
Last year's tax return
Income forms: W-2s, 1099-NEC, 1099-INT/DIV, 1099-B, K-1s
Mortgage interest (1098), property tax, and charitable donation records
Childcare, education (1098-T), and medical expense records
Retirement contributions and HSA statements

Businesses

EIN, entity formation documents, and prior-year business return
Profit & loss statement and balance sheet
Bank and credit card statements for the full year
Payroll reports, W-2s, and 1099s issued to contractors
Asset purchases, loan documents, and depreciation schedules
Home-office, mileage, and business expense records

Guides

Helpful reading

Short explainers on the questions we get asked most.

I got an IRS notice — now what?

Don't ignore it and don't panic. Most notices have short response windows, and nearly all are resolvable.

Should my business be an S-Corp?

An S-Corp election can cut self-employment tax for profitable businesses — but it isn't right for everyone.

Who needs an ITIN?

If you must file US taxes but aren't eligible for an SSN, an ITIN is how you meet your obligations.

How long should I keep records?

Keep supporting documents at least three years — longer for property, assets, and unfiled or amended years.

Do I need to report foreign accounts?

If your foreign accounts exceed the threshold, FBAR and FATCA reporting are required — and the penalties are steep.

Still have a question?

Our FAQ answers 20+ of the questions clients ask most, from pricing to back taxes to security.

Visit the FAQ

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Resources on this page are general information, not tax advice. Deadlines can change — confirm with an advisor for your situation.