Resources
Deadlines, and what to have ready
The dates below are for calendar-year filers. Fiscal-year entities follow a different schedule.
Calendar
Federal deadlines
| Date | What is due |
|---|---|
| January 15 | Fourth-quarter estimated payment for the prior tax year |
| March 15 | Form 1120-S and Form 1065 for calendar-year filers, or extension |
| April 15 | Form 1040 and Form 1120, first-quarter estimate, and IRA contributions |
| June 15 | Second-quarter estimated payment |
| September 15 | Third-quarter estimate, and extended Form 1120-S and Form 1065 |
| October 15 | Extended Form 1040 |
When a deadline falls on a weekend or legal holiday it moves to the next business day. State deadlines do not always match the federal date, and an extension to file has never been an extension to pay.
Downloads
A direct download, so we can point you here instead of emailing attachments back and forth.
Tax organizer
Fillable. Type into it and save, or print it and write on it. It covers the taxpayer and spouse, dependents, income, business and rental activity, deductions, estimated payments, life events during the year, and foreign accounts.
Existing clients do not need this one. We send you an organizer through the client portal when your return is due, already carrying what we know.
Social Security numbers and bank details are deliberately not on any of these forms. We collect those in the client portal, where they are encrypted and never shown back in full.
What to gather
For an S corporation or partnership
- Year-end financial statements and the trial balance
- Prior-year return, including all K-1s issued
- Payroll reports and W-3, and any 1099s issued
- Fixed asset additions and disposals for the year
- Loan statements showing year-end balances and interest
- Current operating agreement or bylaws, and any ownership changes
For an individual return
- All W-2s, 1099s, K-1s, and brokerage statements
- Prior-year return, if we did not prepare it
- Records of estimated payments made, with dates
- Closing statements for any property bought or sold
- Equity compensation records: vesting, exercise, and sale confirmations
- Any letters received from the IRS or a state
Everything on this page is general information, not advice for your situation. Tax rules change, and the right answer depends on facts this page does not know.
Have a question this page did not answer?
That is usually the one worth asking.