Important Tax Deadlines

Individuals

• April 15 – Individual income tax returns due (Form 1040)

• April 15 – Deadline to file an extension (Form 4868)

• October 15 – Extended due date for individual returns

• April 15, June 15, September 15, January 15 – Estimated tax payments

Note: An extension to file is not an extension to pay. Any tax owed is generally due by April 15.

Businesses

S Corporations & Partnerships

• March 15 – Original filing deadline (Forms 1120-S and 1065)

• March 15 – Deadline to file an extension

• September 15 – Extended filing deadline

C Corporations

• April 15 – Original filing deadline (Form 1120)

• April 15 – Deadline to file an extension

• October 15 – Extended filing deadline

Payroll & Information Returns

• January 31 – Forms W-2 and most Forms 1099 due to recipients and filed with the IRS

Please contact us if you are unsure which deadlines apply to your situation.

Payroll & Information Returns

• January 31 – Forms W-2 and most Forms 1099 due to recipients and filed with the IRS

Please contact us if you are unsure which deadlines apply to your situation.

Other

For current clients and prospective clients:

• Tax Preparation Questionnaire (English)

• Tax Preparation Questionnaire (Spanish)

• Secure Document Upload Portal

If you are unable to access any of the above or need assistance submitting documents, please contact our office.

Helpful Tools & Software

The following tools are commonly used by individuals and businesses to assist with accounting and recordkeeping:

• Accounting Software
  Recommended App: QuickBooks Online
  Why: Industry standard for small businesses, integrates with banks, payroll, and tax software.

• Payroll Services
  Recommended App: Gusto
  Why: Easy payroll processing, tax filings, and employee benefits management in one platform.

• Mileage & Expense Tracking Apps
  Recommended App: Everlance
  Why: Automatically tracks mileage for tax deductions and simplifies expense reporting.

• Receipt Capture & Document Management Tools
  Recommended App: Hubdoc
  Why: Captures receipts, bills, and statements, then syncs with accounting software for seamless recordkeeping.