Resources
Client Resources
Everything you need to stay organized, informed, and ahead of deadlines — all in one place.
Important Dates
Key Tax Deadlines
Stay ahead of important filing dates for the current tax year.
Q4 Estimated Tax Payment Due
4th quarter estimated taxes for prior year
W-2 & 1099 Forms Issued
Employers must distribute W-2s and 1099s
Individual Tax Return Deadline
Form 1040 due; extension requests also due
Q1 Estimated Tax Payment Due
1st quarter estimated taxes for current year
Q2 Estimated Tax Payment Due
2nd quarter estimated taxes
Q3 Estimated Tax Payment Due
3rd quarter estimated taxes
Extended Individual Return Deadline
Final deadline for extended 1040 returns
S-Corp & Partnership Returns Due
Forms 1120-S and 1065
FAQ
Frequently Asked Questions
Preparation Guides
Tax Preparation Checklists
Individual Tax Preparation Checklist
Everything you need to gather before your individual tax appointment — income documents, deductions, and personal information.
- Government-issued ID
- Prior year tax return
- Social Security numbers for all dependents
- W-2 forms from all employers
- 1099 forms (interest, dividends, freelance income)
- Mortgage interest statement (Form 1098)
- Property tax records
- Charitable donation receipts
- Medical expense records
- Student loan interest statement
Small Business Tax Checklist
Key documents and records for small business owners and self-employed individuals.
- Business income records and invoices
- All business expense receipts
- Bank and credit card statements
- Payroll records and W-2s issued
- Vehicle mileage log (if claiming vehicle expenses)
- Home office measurements and expenses
- Equipment and asset purchase records
- Prior year business return
- Estimated tax payment records
- Any IRS or state notices received
Have more questions?
Our team is happy to walk you through anything on this page or answer questions specific to your situation.