Tax Planning Calendar
Tax Center
Use this hub for critical deadlines, filing preparation checklists, and key reminders for the year.
Key Dates to Track
- January 15: Final estimated payment for prior tax year
- April 15: Individual filing deadline (unless extended)
- Quarterly estimates: April, June, September, January
- October 15: Extended individual return deadline
What to Bring
- Government-issued photo ID and Social Security details
- Income statements (W-2s, 1099s, K-1s)
- Deduction records, childcare expenses, and medical totals
- Prior-year return and any tax notices received
Need one-on-one support?
Visit our contact page for tailored tax guidance.