Resources
A few things worth keeping handy.
Key dates, what to gather before we start, and quick links to track a refund or make a payment.
Key filing dates
S-corps & partnershipsMar 15
Individuals & C-corpsApr 15
Estimated taxesApr 15 · Jun 15 · Sep 15 · Jan 15
Extended S-corps / partnershipsSep 15
Extended individualsOct 15
Dates move to the next business day on weekends and holidays — we'll confirm the exact date for your return.
Before we start
Documents we'll request
A head start on what we'll ask for — we'll send a checklist tailored to you, but this covers most of it.
Individuals
Prior-year tax return
W-2s and 1099s
Investment & brokerage forms (1099-B/DIV/INT)
Mortgage interest & property tax (1098)
Retirement & HSA contributions
Health coverage (1095) and any K-1s
Major changes: marriage, a child, a home, a move
Businesses
Prior-year business return
Year-end financials or access to the books
Payroll reports (941s, W-3)
1099s you issued
Asset & equipment purchases
Loan statements, vehicle/mileage & home-office details
Estimated payments made during the year
Questions on any of this?
Send a note and we'll point you to exactly what you need.