Resources
Helpful information for your tax and business needs
Tax Calendar
Important dates to remember
- January 15 - Q4 estimated tax payment due
- April 15 - Individual tax returns due / Q1 estimated payment
- June 15 - Q2 estimated tax payment due
- September 15 - Q3 estimated tax payment due
- October 15 - Extended individual returns due
Tax Preparation Checklist
What to bring to your appointment
- Photo ID for you and spouse
- Social Security cards for all family members
- W-2 forms from all employers
- 1099 forms (interest, dividends, retirement)
- Last year's tax return
- Childcare provider information
- Mortgage interest statement (1098)
- Property tax records
- Charitable donation receipts
- Business income and expense records