Tax Organizer: Please feel free to use this form to assist in providing your tax information to us. You should download and save this form to your computer before filling it out.

Secure Portal: To share your documents with us and receive them from us, please log in to your Secure Portal here. If you are not yet a client, but wish to share documents with us to become a client, there is a guest feature in the portal which allows secure transmission. Call us if you need assistance with using the Portal.

IRS Schedule E: If you have rental properties, this form will assist with gathering deductions you are entitled to.

Internal Revenue Service: This will take you directly to the IRS website.

Get Your Tax Records: Click here to set up or access your ID.me account with the IRS. You can check your refund status, get copies of your tax records here and also approve authorizations via this account. Let us know if need assistance setting up your ID.me account.

State Revenue Departments: A comprehensive listing of all State government websites, not just the tax department. If you need assistance with state filings, please do not hesitate to contact us.

IMPORTANT DATES:

If any due date falls on a weekend or federal holiday, it is extended to the next business day.

All dates are for federal forms (States only if required).

  • January 15, 2026

    • 4th Quarter 2025 Estimated Tax Payment Due

  • January 31, 2026

    • 4th Quarter 2025 Payroll Returns (940, 941, 944) Due

    • 2025 1099-NEC and W-2 forms Due

  • February 28, 2026

    • 1099-MISC Forms Due

  • March 1, 2026

    • Personal Property Tax Returns Due - County/City

  • March 16, 2026

    • 2025 Forms 1041, 1065, and 1120-S Due (or extended to September 15, 2026)

  • April 15, 2026

    • 2025 Forms 1040 & 1120 Due (or if extended to October 15, 2026 - any tax liability is due)

    • 1st Quarter 2026 Estimated Tax Payment Due

    • Last day to contribute to your individual IRA for 2025 - no extension allowed

  • April 30, 2026

    • 1st Quarter 2026 Payroll Returns Due (941 and State)

  • June 15, 2026

    • 2nd Quarter 2026 Estimated Tax Payment Due

  • July 31, 2026

    • 2nd Quarter 2026 Payroll Returns Due (941 and State as applicable)

  • September 15, 2026

    • 2025 Returns extended from March 15th due.

    • 3rd Quarter 2026 Estimated Tax Payment Due

  • October 15, 2026

    • 2025 Returns extended from April 15th due.

    • Last day to contribute to your SEP for 2025 - no more extensions

  • October 31, 2026

    • 3rd Quarter 2026 Payroll Returns Due (941 and State as applicable)

  • January 15, 2027

    • 4th Quarter 2026 Estimated Tax Payment Due

  • January 31, 2027

    • 4th Quarter 2026 Payroll Returns Due (941 and State as applicable)