Important Tax Dates
Use these key dates as a planning guide for the current filing season.
Individual Filing Deadline
Final day to submit individual income tax returns or request an extension for the current year.
Extension Deadline
Final deadline for individuals who requested a filing extension earlier in the tax season.
Estimated Tax Payments
Quarterly deadlines for individuals and business owners to pay estimated federal and state taxes.
Business Return Deadlines
Filing dates for C-Corporations, LLCs, and other formal business structures and legal entities.
Partnership Deadlines
Specific tax deadlines for partnerships and multi-member LLCs filing Form 1065.
S-Corporation Deadlines
Annual filing deadlines for S-Corporations to submit Form 1120-S and provide K-1s to shareholders.
Tax deadlines may change due to federal or state relief, weekends, holidays, or other official announcements. Always verify current deadlines.
Quick Client Resources
Access our most-requested client tools in one place.
Start Your Tax Return
Complete the client intake to begin your tax preparation process.
Upload Tax Documents
Securely upload tax documents through our approved TaxesToGo system.
Client Portal
Existing clients can access TaxDome for onboarding, messages, agreements, and client-service items.
Get a Tax Estimate
Use our tax estimate tool to receive a preliminary estimate before filing.
Required documents vary based on your individual tax situation.
What Should I Bring for My Tax Return?
Use this checklist to help you gather common documents for individual tax preparation.
Government-issued photo identification
Social Security or taxpayer identification documents when required
W-2 forms
1099 forms
Social Security income statements
Retirement or pension documents
Unemployment income documents
Marketplace health insurance Form 1095-A
Education-related tax forms
Childcare provider information where applicable
Mortgage interest statements
Investment statements
Rental property records
Estimated tax payment information
Prior-year tax return
Any IRS or state tax notices
Other documents related to income, deductions, or credits
Notice: Disorganized or incomplete business records may require bookkeeping cleanup before tax preparation can be completed.
Business & Self-Employment Tax Documents
If you are self-employed or own a business, gather these records to help us prepare your return accurately.
Business income records
1099 income
Business expense records
Profit and loss statement
Business bank records
Vehicle or mileage records where applicable
Asset and equipment purchases
Contractor payment information
Payroll information
Prior-year business return
Estimated tax payments
Applicable state tax documents
Organized bookkeeping records
Important Tax Dates
Use these key dates as a planning guide for the current filing season.
Individual Filing Deadline
April 15, 2026. The primary deadline for individual income tax returns and payment of taxes owed.
Individual Extension Deadline
October 15, 2026. Final deadline for returns filed with a valid extension request.
Estimated Tax Deadlines
Q1: April 15 | Q2: June 15 | Q3: Sept 15 | Q4: Jan 15 (next year). Deadlines for quarterly tax payments.
Business Return Deadlines
C-Corps: April 15. S-Corps & Partnerships: March 15. Standard deadlines for business entity filings.
Business Extension Deadlines
S-Corps & Partnerships: Sept 15. C-Corps: Oct 15. Final deadlines with valid extension requests.
Tax deadlines may change due to federal or state relief, weekends, holidays, or other official announcements. Always verify current deadlines.