Resources
Explore our core tax preparation and support services. Find helpful content and resources below.
Tax Checklist
Documents and information to gather before your appointment.
- If new client, last filed tax return
- Name, SSN, date of birth for everyone on the tax return
- Residency documents for any dependents claimed
- All tax documents received
- All other reportable income or deductions
- If new client, last filed tax return
- If small business, profit & loss statement
FAQs
Answers to common tax preparation and filing questions.
Important Deadlines
- 1/15 4th quarter estimated payments due
- 3/15 S-corporation and partnership return or extension filing deadline <br>
- 4/15 personal return or extension filing deadline; 1st quarter estimated payments due
- 5/15 non-profit (form 990) filing deadline
- 6/15 2nd quarter estimated payments due
- 9/15 3rd quarter estimated payments due; extended s-corp and partnership returns final deadline
- 10/15 extended personal returns final deadline