Everything you need to file with confidence

Key deadlines, a document checklist, a record retention guide and the official IRS tools you will actually use.

Due dates

Key filing deadlines

Every date that matters for individuals, businesses, international filers and non-profits, in one place. We track the exact deadlines that apply to you, extensions and estimated payments included, so nothing slips.

An extension is more time to file, not to pay
Estimate and pay what you owe by the original due date to avoid interest.
Late filing costs more than late paying
The failure-to-file penalty is 5% of unpaid tax per month, up to 25%.
Missed a deadline?
We file late and prior-year returns and help request penalty relief where you qualify.

Never miss one, book a consult →

Jan 15Q4 estimated tax paymentFinal installment for the prior tax yearIndividual
Jan 31W-2s and 1099-NEC dueTo employees, contractors, the IRS and SSABusiness
Jan 31Form 941 and Form 940Q4 payroll tax return and annual FUTA returnBusiness
Mar 15S-corp and partnership returnsForms 1120-S and 1065, plus K-1s to ownersBusiness
Mar 311099s e-filed with the IRS1099-MISC, INT, DIV and other information returnsBusiness
Apr 15Individual returns and Q1 estimatesForm 1040, prior-year IRA and HSA contributionsIndividual
Apr 15C-corp returnsForm 1120 for calendar-year corporationsBusiness
Apr 15FBAR and FATCAFinCEN 114, and Form 8938 filed with your returnInternational
May 15Non-profit returnsForm 990 series for calendar-year organizationsNon-profit
Jun 15Q2 estimates and taxpayers abroadAutomatic 2-month extension for U.S. citizens living overseasIndividual
Sep 15Q3 estimates and extended business returnsExtended 1120-S and 1065Business
Oct 15Extended individual and C-corp returnsExtended 1040 and 1120, plus the automatic FBAR extensionIndividual
Nov 15Extended non-profit returnsForm 990 after a 6-month extensionNon-profit
Dec 31Year-end planning window401(k) deferrals, RMDs, charitable gifts and tax-loss harvestingPlanning

Dates are for calendar-year filers and move to the next business day when they fall on a weekend or federal holiday.

Get ready

What to bring to your appointment

Bring what applies to you. After booking we send a checklist tailored to your situation, and you can upload everything through the client portal.

Personal

Photo ID for you and your spouse
SSN or ITIN for everyone on the return
Last year's federal and state returns
Bank details for direct deposit

Income

W-2 forms from every employer
1099-NEC, INT, DIV and B
K-1s and rental income records
Foreign income and account balances

Deductions

1098 mortgage interest and property tax
1098-T tuition statements
Charitable and medical receipts
Childcare provider details

Business

Profit and loss, or income and expense records
Mileage logs and asset purchases
Payroll reports and 1099s issued
EIN and formation documents

Retention guide

How long to keep records

General guidance for most filers. Keep records longer if you file a claim, have foreign accounts or a complex situation, and we will advise on your specifics.