Client Resources
Helpful tools, checklists, and information to support your financial success
Important Tax Dates 2026
April 15, 2026
Individual tax returns (Form 1040) due
March 16, 2026
Partnership & S-Corp returns due (March 15 falls on Sunday)
October 15, 2026
Extended individual returns due
Quarterly Dates
Estimated tax payments: Apr 15, Jun 15, Sep 15, Jan 15
Frequently Asked Questions
What documents do I need for tax preparation?
You'll need W-2s, 1099s, receipts for deductions, prior year returns, and documentation for any major life changes. Download our Taxpayer Checklist for a complete list.
When should I start preparing my taxes?
It's best to start gathering documents in January. Early preparation ensures accuracy and gives you time to address any issues before the deadline.
Do you handle multi-state returns?
Yes, we have extensive experience preparing multi-state returns for both individuals and businesses.
Need Personalized Guidance?
Contact us for personalized advice and support for your unique financial situation.
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