Tax Filing Deadlines

• Individual Tax Returns (Form 1040): April 15

• Business Returns (S-Corp / Partnership): March 15

• Estimated Tax Payments: April 15, June 15, Sept 15, January 15

• Extensions: File by the original due date to avoid penalties

Documents to Bring for Tax Preparation

• W-2s and 1099s (income forms)
• Prior year tax return
• Photo ID
• Social Security numbers for all dependents
• Mortgage interest (Form 1098)
• Property tax and charitable contribution records
• Business income and expense records (if applicable)

Common Tax Deductions & Credits

• Standard vs. Itemized Deductions
• Child Tax Credit
• Education Credits (AOTC & Lifetime Learning)
• Retirement Contributions (IRA, 401(k))
• Home Office Deduction
• Health Savings Account (HSA)

Estimated Taxes Explained

Estimated taxes are quarterly payments made by individuals and businesses that do not have taxes withheld from their income. This includes self-employed individuals, freelancers, and business owners.

Failure to pay estimated taxes on time may result in penalties and interest.

Recordkeeping Tips

• Keep tax records for at least 7 years
• Maintain separate bank accounts for business finances
• Use accounting software such as QuickBooks
• Save digital copies of receipts and invoices

IRS Notices & Audits

If you receive a notice from the IRS or state tax agency, do not ignore it. Many notices are simple corrections or requests for clarification.

Our firm provides IRS representation and can communicate directly with tax authorities on your behalf.

Helpful Government & Tax Resources

• Internal Revenue Service (IRS)
• IRS Payments & Payment Plans
• Social Security Administration
• American Institute of CPAs
• State Tax Agencies