Resources
Tax calendar and preparation guides.
Education is one of our values. Know what is due, and what to gather, before the rush.
Key deadlines
Jan 15Q4 estimated tax payment due (prior year)
Jan 31W-2 and 1099-NEC forms due to recipients
Mar 16S-corporation and partnership returns due
Apr 15Individual returns due; Q1 estimated payment; extension request deadline
Jun 15Q2 estimated tax payment due
Sep 15Q3 estimated tax payment due
Oct 15Extended individual returns due
Typical federal dates. When a date falls on a weekend or holiday it moves to the next business day. Confirm yours with your tax expert.
What to bring
- Government photo ID and Social Security numbers for everyone on the return
- W-2s from every employer
- 1099s: contractor, interest, dividends, retirement, unemployment
- Last year's tax return
- Mortgage interest, property tax and charitable receipts
- Education and childcare expenses
- Business income and expense records
- Any IRS or state notices you received
Questions
Clear answers, no jargon.
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