Resources
Tax deadlines, checklists, and helpful information to keep you organized and prepared throughout the year.
2026 Tax Deadlines
January 15, 2026
Q4 2025 Estimated Tax Payment Due
Final quarterly estimated tax payment for 2025
January 31, 2026
W-2 and 1099-NEC Deadline
Employers must provide W-2s to employees; businesses must send 1099-NECs
March 15, 2026
S-Corp and Partnership Returns Due
Form 1120S and Form 1065 filing deadline (or extension)
April 15, 2026
Individual Tax Returns Due
Form 1040 filing deadline; Q1 2026 estimated payment due
April 15, 2026
C-Corp Returns Due
Form 1120 filing deadline for calendar-year C-Corps
June 15, 2026
Q2 2026 Estimated Tax Payment Due
Second quarterly estimated tax payment for 2026
September 15, 2026
Extended S-Corp/Partnership Returns Due
Final deadline for extended 1120S and 1065 returns; Q3 estimated payment due
October 15, 2026
Extended Individual Returns Due
Final deadline for extended Form 1040 returns
Note: Deadlines may vary for fiscal-year businesses. Contact us for personalized guidance.
Helpful Checklists
Individual Tax Return Checklist
Everything you need to gather for your personal tax return
- W-2s from all employers
- 1099s (interest, dividends, freelance income)
- Mortgage interest statement (Form 1098)
- Property tax records
- Charitable donation receipts
- Medical expense records
- Education expenses (1098-T)
- Childcare expenses and provider info
- Prior year tax return
Business Tax Return Checklist
Documents needed for your business tax filing
- Profit and loss statement
- Balance sheet
- Bank and credit card statements
- Payroll reports (if applicable)
- 1099s issued and received
- Asset purchase records
- Vehicle mileage logs
- Home office measurements
- Prior year business return
New Business Setup Checklist
Getting your new business started right
- Choose and register business name
- Select entity type (LLC, S-Corp, etc.)
- Obtain EIN from IRS
- Open business bank account
- Set up accounting software
- Establish record-keeping system
- Understand estimated tax requirements
- Get necessary licenses/permits
- Consider business insurance
Have questions about a deadline or document?
We are here to help. Reach out and we will point you in the right direction.
Contact Us