Keep a running document folder
Save W-2s, 1099s, 1098s, K-1s and receipts to one folder as they arrive. It shortens preparation time and reduces the chance of a missed deduction.
Resources
Tax Resources
Here you’ll find the tax resources our clients ask for most including frequently requested forms, tax-saving tips, and important tax dates.
Helpful Links
Forms & Documents
Tax Tips / Articles
Track deductible mileage and home-office use
Self-employed clients often leave money on the table. A simple monthly log of business miles and workspace square footage is usually enough support.
Report life changes early
Marriage, a new dependent, a move to another state, or a property purchase can change your filing status, credits and withholding.
Plan, don't just file
Quarterly check-ins on estimated payments, retirement contributions and capital-gain timing can lower next April's bill considerably.
Foreign accounts have their own rules
If your combined foreign accounts exceeded $10,000 at any point in the year, an FBAR is required in addition to your return.
Important Tax Deadlines
- January 31W-2s and 1099-NEC/MISC due to recipients and the IRS
- March 17S-Corporation (1120-S) and Partnership (1065) returns
- April 15Individual (1040), C-Corporation (1120), trust returns, FBAR and Q1 estimates
- May 15Not-for-profit returns (Form 990) for calendar-year organizations
- June 16Q2 estimated tax payments
- September 15Q3 estimates; extended S-Corp and Partnership returns
- October 15Extended individual returns and FBAR
- QuarterlySales & use tax and payroll tax filings
Dates shift to the next business day when they fall on a weekend or holiday. Contact us to confirm the deadlines that apply to your filings.