Tax Center
Everything you need for tax season.
Resources, checklists, and deadlines — all in one place. Stay prepared and never miss a filing date.
Key Deadlines
2026 Tax Calendar
Jan 15Q4 2025 estimated tax payment due
Jan 31W-2s and 1099s must be issued to recipients
Mar 15S-Corp and Partnership returns due (Form 1120-S, 1065)
Apr 15Individual and C-Corp returns due — Q1 estimated tax payment
May 15Nonprofit Form 990 due (calendar-year organizations)
Jun 16Q2 estimated tax payment due
Sep 15Q3 estimated tax payment — extended S-Corp/Partnership returns due
Oct 15Extended individual and C-Corp returns due
Tax Prep Checklist
What to gather before your appointment.
Business Income & Revenue
- All income statements and invoices
- Bank and merchant account statements
- 1099 forms received from clients or platforms
Expenses & Deductions
- Receipts for business expenses (supplies, software, travel)
- Home office measurements and utility bills (if applicable)
- Vehicle mileage log or actual expense records
Payroll & Employees
- Payroll records and W-2s issued
- Quarterly payroll tax filings (941s)
- 1099s issued to contractors
Prior Year Documents
- Prior year tax return
- Any IRS or state notices received
- Estimated tax payments made during the year
Common Questions
Tax FAQs
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