Client Resources
Tools, guides, and links to help you manage your financial life and stay compliant.
Important Dates
January 15
Q4 Estimated Tax Payment Due
Deadline to pay the fourth quarter estimated tax for the previous tax year.
January 31
W-2 & 1099 Deadlines
Employers must mail W-2s to employees and 1099s to contractors.
March 15
S-Corp & Partnership Returns
Filing deadline for S-Corporations (Form 1120-S) and Partnerships (Form 1065).
April 15
Individual Tax Returns Due
Filing deadline for individual tax returns (Form 1040) and C-Corporations.
June 15
Q2 Estimated Tax Payment Due
Deadline to pay the second quarter estimated tax for the current year.
October 15
Extended Filing Deadline
Final deadline for those who requested an extension to file their individual tax returns.
Common Forms
Frequently Asked Questions
Common questions we get from our clients.