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Tax Tips

Articles and guides covering deductions, planning strategies, and the latest tax law updates.

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Frequently Asked Questions

Answers to common questions about working with us, our services, and the tax filing process.

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Client Portal

Securely upload documents, sign returns, and access prior-year filings — all in one place.

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KEY DATES

2026 filing deadlines

Mark these on your calendar. We'll remind clients well in advance.

January 31

W-2 & 1099 deadline

Employers must furnish W-2s to employees and 1099-NECs to contractors.

March 15

S-Corp & partnership returns

Forms 1120-S and 1065 due. Extensions available via Form 7004.

April 15

Individual & C-Corp returns

Form 1040 and 1120 due. Q1 estimated taxes also due. IRA contributions for prior year.

June 16

Q2 estimated taxes

Second-quarter estimated tax payment for individuals and businesses.

September 15

Extended S-Corp/partnership; Q3 estimates

Extended 1120-S and 1065 returns due. Q3 estimated payments due.

October 15

Extended individual returns

Form 1040 with extension due. Last chance to file without late penalties.

January 15, 2027

Q4 estimated taxes

Final estimated tax payment for the 2026 tax year.

Quarterly

Sales tax & Form 941

Payroll tax deposits and state sales tax filings due quarterly.

Texas franchise tax

May 15

Texas franchise tax report and Public Information Report due annually.

Dates shown reflect federal filing deadlines for the 2026 tax year. State deadlines may vary.

QUICK LINKS

IRS & State tools

Trusted government resources for self-service tasks and reference.

Check refund status

Track your federal tax refund on IRS.gov "Where's My Refund?"

Make a payment

Pay federal taxes online via IRS Direct Pay, EFTPS, or by card.

IRS forms & publications

Download official IRS forms, instructions, and publications.

Get tax transcript

Request a free tax return or account transcript from the IRS.

Texas Comptroller

Texas sales tax, franchise tax, and business filings.

Apply for an EIN

Free EIN application for new businesses via IRS.gov.

GETTING READY

Tax-prep document checklist

Gather these before your tax appointment to make the process smooth.

Income documents

W-2 from each employer
1099-NEC, 1099-MISC (contractor income)
1099-INT, 1099-DIV (interest, dividends)
1099-B (brokerage; capital gains)
1099-R (retirement distributions)
SSA-1099 (Social Security)
K-1s from partnerships, S-Corps, trusts
Rental income & expense records

Deductions & credits

Mortgage interest (Form 1098)
Property tax bills
Charitable contribution receipts
Medical expense records
Student loan interest (Form 1098-E)
Tuition statements (Form 1098-T)
Childcare expenses & provider EIN
IRA/HSA contribution records

Identification & basics

Social Security numbers (you, spouse, dependents)
Photo ID
Last year's tax return (if new client)
Bank routing & account numbers (direct deposit)

Self-employed / business

Profit & loss statement
Mileage log
Home-office square footage
Estimated tax payments made
Equipment / asset purchases (Section 179)

Tools, guides & deadlines