Tax tips and deadline reminders

Simple guidance and the dates that matter, so you can plan ahead instead of scrambling.

Confused by a tax term? Read the tax glossary Avoid costly errors: read common tax mistakes

Practical tips for a calmer tax season

Gather your papers early

Collect W-2s, 1099s, bank interest statements and last year's return in one folder before you start. Missing forms are the most common cause of delays.

Keep receipts all year

Snap a photo of business and charitable receipts as you go. A running record is far easier than rebuilding twelve months in April.

Check your retirement contributions

Contributions to certain retirement accounts can lower your taxable income. Ask us what you may still be able to contribute before the deadline.

Self-employed? Pay as you go

If you work for yourself, estimated payments are due quarterly. Paying a little on time avoids a large bill and penalties later.

Never ignore an IRS letter

Notices have response dates. Open them right away and send us a copy; most can be resolved calmly when handled early.

Know how long to keep records

As a general rule, keep returns and supporting documents for at least three years. Ask us if your situation calls for longer.

Dates worth remembering

Typical federal deadlines for individuals and small businesses. Dates can shift, so confirm yours with us.

January 15

Fourth-quarter estimated payment

For the prior year, if you pay estimated taxes.
Late January

Tax forms arrive

Employers and banks send W-2s and 1099s. Start collecting them.
April 15

Filing deadline and first-quarter payment

File your return or request an extension. Moves to the next business day if it falls on a weekend or holiday.
June 15

Second-quarter estimated payment

For self-employed clients and others who pay estimated tax.
September 15

Third-quarter estimated payment

Keep your running profit numbers up to date.
October 15

Extended return deadline

If you filed an extension, your return is due now.

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