Resources

Document Checklists

All tax and bookkeeping checklists are available inside our secure tax portal. You will receive access after your consultation.

Stay ahead of important tax dates with our downloadable calendars. They include

• Key IRS deadlines

• Quarterly estimated tax payment dates

• Business filing and compliance deadlines

Tax Calendars

⭐2026 Tax Calendar

January 2026

• Jan 15 — Final 2025 Estimated Tax Payment Due (Q4)

• Jan 31

  • W‑2s due to employees

  • 1099‑NEC due to contractors

  • 1099‑NEC & 1099‑MISC due to IRS (e‑file or mail)

  • Employer payroll filings due (Form 941, state filings)

February 2026

• Feb 15 — Deadline for certain 1099‑B / 1099‑DIV / 1099‑INT corrections from brokers

• Feb 28 — Paper filing deadline for 1099‑MISC to IRS (if not e‑filed)

March 2026

• Mar 15

  • S‑Corporation Tax Return Due (Form 1120‑S)

  • Partnership Tax Return Due (Form 1065)

  • Deadline to file extension for S‑Corp & Partnership

  • Deadline to issue K‑1s to shareholders/partners

April 2026

• Apr 1 — Deadline for RMD (Required Minimum Distribution) for first‑time RMD recipients

• Apr 15

  • Individual Tax Return Due (Form 1040)

  • C‑Corporation Tax Return Due (Form 1120)

  • Deadline to file extension for individuals & C‑corps

  • First 2026 Estimated Tax Payment Due (Q1)

  • Last day to contribute to IRA & Roth IRA for 2025

  • Last day to contribute to HSA for 2025

May 2026

• No major federal deadlines

• Monthly payroll filings continue

June 2026

• Jun 17 — Second 2026 Estimated Tax Payment Due (Q2)

July 2026

• Jul 31 — Employer payroll filings due (Form 941, state filings)

August 2026

• No major federal deadlines

September 2026

• Sep 16 — Third 2026 Estimated Tax Payment Due (Q3)

• Sep 16 — Extended S‑Corp & Partnership Returns Due (if extension filed)

October 2026

• Oct 15 — Extended Individual Tax Returns Due (Form 1040)

• Oct 15 — Extended C‑Corporation Returns Due (Form 1120)

November 2026

• No major federal deadlines

December 2026

• Dec 31

  • Last day for 2026 charitable contributions

  • Last day for 2026 tax‑loss harvesting

  • Last day for 401(k) employee contributions

  • Last day to complete RMDs

  • Year‑end payroll adjustments

Checklist and Tools

GUIDES

⭐ Guide: How to Prepare for Tax Season

Preparing early makes the entire tax process smoother. The most important step is gathering your documents as soon as they become available, including W‑2s, 1099s, investment account statements, retirement account summaries, and documents related to major life changes such as moving, marriage, or starting a business.

We recommend keeping all documents organized digitally so you can upload them easily once your tax portal opens. If you’re unsure whether a document is needed, upload it anyway — we will help you determine what is required.

⭐ Guide: What Documents Your Business Should Keep

Businesses should maintain complete and clear financial records throughout the year. At minimum, keep bank statements, credit card statements, invoices, receipts, payroll reports, loan documents, and any contracts or agreements.

You should also keep documentation for major purchases, asset acquisitions, business travel, and meals. Good recordkeeping not only supports accurate bookkeeping and tax filing, but also protects your business in the event of an audit.

⭐ Guide: Understanding Multi‑State Filing

You may need to file in multiple states if you live, work, or earn income in more than one state. Each state has its own residency rules, income‑sourcing methods, and tax credit policies, which means your tax return may involve multiple state filings.

Common situations include remote work, operating a business across states, owning rental properties, or moving during the year. We help determine which states require returns, how income should be allocated, and whether you qualify for credits that prevent double taxation. Clear documentation of where income was earned is essential.

⭐ Guide: Retirement Account Basics

Common retirement accounts include Traditional IRAs, Roth IRAs, 401(k) plans, and SEP or SIMPLE IRAs for business owners.

Contributions to traditional accounts may reduce your taxable income for the year, while Roth accounts offer tax‑free growth and tax‑free withdrawals. Employer plans often include matching contributions, which can significantly boost long‑term savings. Understanding contribution limits, withdrawal rules, and tax implications helps you make informed decisions and avoid penalties. If you’re unsure which accounts fit your situation, we can help you evaluate your options.

FAQ

TESTIMONIALS

Blog

Clear answers to the most common tax, bookkeeping, and financial questions.

Real client experiences and feedback about our services.

Educational articles on tax planning, financial strategy, and compliance updates.

Other Resources

Useful Links

• IRS Website: https://www.irs.gov/

• Check Refund Status: https://www.irs.gov/refunds

• Get IRS Transcript: https://www.irs.gov/individuals/get-transcript

• IRS Identity Protection PIN: https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin

• IRS Payment Portal: https://www.irs.gov/payments

• Maryland Comptroller: https://www.marylandtaxes.gov/

• Book a Consultation (Calendly): your link