Client resources
Everything you need, all in one place.
Tax deadlines, helpful guides, and answers to the questions we hear most often. Bookmark this page and come back whenever you need it.
Deadlines
Key tax deadlines
Important federal and California filing dates for 2026. Mark your calendar — missing a deadline can mean penalties and interest.
Jan 15
Q4 2025 estimated tax payment due
Jan 31
W-2s and 1099s must be issued to recipients
Mar 15
S-Corp and partnership returns due (Form 1120-S / 1065)
Apr 15
Individual and C-Corp returns due (Form 1040 / 1120)
Apr 15
Q1 2026 estimated tax payment due
Jun 16
Q2 2026 estimated tax payment due
Sep 15
Q3 2026 estimated tax payment due — extended S-Corp/partnership returns due
Oct 15
Extended individual returns due (Form 1040)
Jan 15, 2027
Q4 2026 estimated tax payment due
Dates reflect standard deadlines. Extensions may apply — contact us to confirm your specific situation.
Guides
Guides & checklists
Practical resources to help you stay organized and prepared year-round.
Individual Tax Prep Checklist
Everything you need to gather before your personal tax return — income documents, deductions, and more.
Request this guide →Small Business Tax Prep Checklist
A comprehensive checklist for business owners preparing for their annual filing, including common deductions.
Request this guide →Bookkeeping Basics for Small Businesses
A plain-English guide to keeping clean books — what to track, how often, and why it matters.
Request this guide →Quarterly Estimated Tax Guide
How to calculate and pay quarterly estimated taxes so you avoid underpayment penalties.
Request this guide →New Business Financial Checklist
The financial setup steps every new business should take in their first 90 days.
Request this guide →Year-End Payroll Checklist
What to do before December 31 to close out payroll cleanly and prepare for W-2 season.
Request this guide →FAQ
Frequently asked questions
Answers to the questions we hear most often from new and prospective clients.
Still have questions?
Our team is happy to help. Reach out and we'll get back to you within one business day.