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Tax Calendar & Important Dates

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Office Hours by Season

Our hours change between tax season and the rest of the year so we can serve you when you need us most. Use this guide to know the best time to stop by or call.
Note: Walk-ins are welcome during tax season on a first-come, first-served basis. You can also call ahead to schedule a time that works for you.

TAX SEASON OFFICE HOURS

(January 15th – April 15th)

  • Monday - Thursday: 9:00 AM - 7:00 PM
  • Friday & Saturday: 9:0 AM - 5:00 PM

OFF SEASON HOURS

(April 16th – January 15th)

  • Monday - Thursday: 9:00 AM to 5:00 PM
  • Friday: 9:00 AM -12:00 PM Noon

Key Tax Deadlines to Remember

While exact dates can shift slightly each year (especially when weekends or holidays are involved), these are the typical federal deadlines most clients should keep in mind. Always confirm your specific situation with us if you’re unsure.

Tax Forms Arrive

Employers, financial institutions, and other payers begin sending W-2s, 1099s, and similar tax documents.

Mid-January

Tip: Start collecting your forms in one place as they arrive.

Tax Filing Window

The IRS typically begins accepting returns sometime in January and continues through mid-April.

January – April

Best time to visit us if you want to file early and get your refund sooner.

Individual Tax Filing Deadline

Deadline for most individuals to file federal income tax returns and pay any tax due. Extensions can be requested, but taxes owed are generally still due by this date.

April 15 (Approx.) –

We recommend scheduling your appointment well before this week to avoid the rush.

Estimated Tax Payment Deadlines

For self-employed individuals, landlords, and anyone who makes quarterly estimated payments. If you’re unsure whether this applies to you, ask us — we can help.

April 15, June 15, September 15, January 15

Extension Return Deadline

If you filed an extension, this is usually the due date for submitting your completed return.

October 15 (Approx.)

Business Tax Deadlines

Business returns for partnerships and corporations (Forms 1065 and 1120) are due on March 15. If an extension is filed, the extended deadline is September 15.

March 15, September 15

If you’re unsure which business deadlines apply to you, we’re here to help.

Brokerage Statements Available

Most brokerage and investment account statements are issued by March 15. If you have investment income, please avoid booking your tax appointment before March 18 to ensure all documents are available and accurate.

March 15
Month-by-Month Planning Guide (Optional but Useful)

When Should You See Us?

Here’s a simple guide to help you plan your visit around the tax year.

Need Help With Dates or Deadlines? Just ask. We’re here to help you stay compliant, avoid penalties, and make the most of every tax year.

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January – Get Organized

Some tax documents are available online and may not be mailed. Be sure to check your online accounts and portals.

February – Early Filing Advantage

  • File early to avoid last-minute stress
  • Faster access to refunds

March – Last Call Before the Rush

  • Ideal for those who need extra time to gather documents
  • Still early enough to avoid heavy April traffic
  • Brokerage statements are usually issued by March 15 for investment accounts.
  • Business returns for partnerships and corporations (Forms 1065 and 1120) are due March 15.

If you have brokerage or investment accounts, avoid scheduling your appointment before March 18 so we can work with your complete statements.

April – Final Deadline Month

  • File by the federal deadline (typically around April 15)
  • Discuss personal extension options for your individual return if you’re not ready

May – August – Review & Plan

  • Great time to review your last return
  • Adjust withholdings or estimated payments
  • Plan for next year’s tax strategy

September – December – Year-End Planning

  • Discuss potential deductions before the year closes
  • Make planning moves for retirement, education costs, or large purchases
  • Confirm any business extensions are filed and finalized by the September 15 deadline
  • Review your health insurance and Medicare coverage for the upcoming year