Helpful Information

Resources

Everything you need to prepare for your appointment and stay on top of important tax deadlines.

What to Bring to Your Appointment

To make the most of your appointment, please gather the following documents ahead of time. Not all items will apply to every situation.

Photo ID (driver's license or state ID)
Social Security cards for you, your spouse, and dependents
W-2 forms from all employers
1099 forms (freelance income, interest, dividends, retirement distributions)
Records of other income (rental, alimony, gambling winnings)
Receipts for deductible expenses (medical, charitable donations, business expenses)
Previous year's tax return
Bank account and routing numbers (for direct deposit of refund)
Childcare provider information (name, address, EIN)
Health insurance forms (1095-A, 1095-B, or 1095-C)
Property tax statements and mortgage interest forms (1098)
Student loan interest statement (1098-E) or tuition statement (1098-T)

2026 Tax Deadlines

Keep track of important dates for the current tax year. Missing a deadline can result in penalties and interest.

January 31, 2026

Passed

W-2s & 1099s Due

Employers and payers must send W-2s and 1099s to taxpayers.

March 15, 2026

Passed

Business Returns Due

S-Corp (Form 1120-S) and partnership (Form 1065) returns are due.

April 15, 2026

Individual Returns Due

Individual tax return (Form 1040) filing deadline. Also the first quarterly estimated tax payment.

June 15, 2026

Q2 Estimated Payment

Second quarterly estimated tax payment due.

September 15, 2026

Q3 Estimated Payment

Third quarterly estimated tax payment due. Also the extended deadline for S-Corp and partnership returns.

October 15, 2026

Extended Returns Due

Extended individual tax return deadline (Form 1040 with extension).

January 15, 2027

Q4 Estimated Payment

Fourth quarterly estimated tax payment due.

Common Questions

Frequently Asked Questions

How much does tax preparation cost?

Our fees vary depending on the complexity of your return. Simple individual returns start at a competitive rate, and we always provide a quote before beginning your return so there are no surprises. Contact us for a personalized estimate.

How long does it take to prepare my tax return?

Most individual returns are completed within 1–2 weeks of receiving all your documents. More complex returns (business, multiple states, rental properties) may take longer. During peak season (February–April), timelines may be slightly extended.

Do I need to come into the office?

While we welcome in-person appointments, we also offer secure document upload and virtual consultations for your convenience. Many of our clients complete the entire process remotely.

What forms of payment do you accept?

We accept cash, checks, and all major credit cards (Visa, Mastercard, American Express, Discover). Payment is due upon completion of services.

Can you help if I haven't filed in several years?

Absolutely. We regularly help clients who are behind on their filings get caught up. We'll work with you to file all outstanding returns and, if necessary, negotiate with the IRS on your behalf to minimize penalties and interest.

Do you offer year-round services or just during tax season?

We are open year-round, Monday through Friday from 9 AM to 5 PM. In addition to tax preparation, we provide bookkeeping, payroll, tax planning, and IRS representation services throughout the year.

IRS Resources

Helpful links to official IRS resources for forms, refund tracking, and more.

IRS.gov

Official IRS website for forms, publications, and tax information.

Where's My Refund?

Check the status of your federal tax refund online.

IRS Forms & Instructions

Download current and prior-year tax forms and instructions.

IRS Free File

Free tax preparation software for eligible taxpayers.

Get an IP PIN

Protect yourself from tax-related identity theft.

Ready to File Your Taxes?

Gather your documents from the checklist above and reach out to us. We'll take care of the rest.