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.