Tax Resources

Dealing with taxes can be challenging, so I've gathered some useful resources to assist you.

Important Tax Dates to Know

Staying on top of tax deadlines is essential to avoid penalties and keep your finances in order. Below is a helpful guide to key tax dates for employees, retirees, self-employed individuals, independent contractors, and gig workers.

Key 2025 Tax Dates For Individuals

January 15, 2025 – 4th Quarter 2024 Estimated Tax Payment Due
If you’re self-employed or earn income without tax withholding, this is the final due date for your 2024 estimated quarterly tax payment.
January 27, 2025 – Tax Season Begins
The IRS officially starts accepting and processing federal tax returns for the 2024 tax year.
January 31, 2025 – Deadline for Employers to Send W-2 Forms
Employers must send W-2 forms by this date, though you may receive yours later depending on mailing or electronic delivery.
January 31, 2025 – Deadline for Issuing Certain 1099 Forms
Forms such as 1099-NEC, 1099-MISC, and 1099-K must be sent to those who earned income outside of traditional employment (e.g., independent contractors, gig workers, or investment earnings).
February 18, 2025 – Deadline to Reclaim Withholding Exemption
If you claimed an exemption from tax withholding last year via Form W-4, you must submit a new form to maintain the exemption.
April 1, 2025 – First Required Minimum Distribution (RMD) Due
If you turned 73 in 2024, this is the deadline to take your first required minimum distribution from your retirement accounts.
April 15, 2025 – Tax Day
This is the deadline to file your 2024 tax return and pay any taxes owed to avoid penalties and interest.
April 15, 2025 – Deadline to Request a Tax Filing Extension
If you need more time to file your tax return, submit Form 4868 by this date to extend your filing deadline to October 15, 2025. However, any taxes owed must still be paid by April 15 to avoid penalties.
April 15, 2025 – Final Day to Make 2024 IRA & HSA Contributions
This is the last opportunity to contribute to an IRA or HSA for the 2024 tax year.
April 15, 2025 – 1st Quarter 2025 Estimated Tax Payment Due
If you make quarterly estimated payments, the first payment for the 2025 tax year is due.
June 16, 2025 – 2nd Quarter 2025 Estimated Tax Payment Due
The second estimated quarterly tax payment is due. Note that estimated tax payments are not always evenly spaced throughout the year.
September 15, 2025 – 3rd Quarter 2025 Estimated Tax Payment Due
The third estimated tax payment for 2025 is due.
October 15, 2025 – Extended 2024 Tax Return Filing Deadline
If you requested an extension in April, this is your final deadline to submit your 2024 tax return.
December 31, 2025 – Final RMD Deadline for 2025
If you’re 73 or older, you must take your required minimum distribution for 2025 by this date to avoid penalties.
January 15, 2026 – 4th Quarter 2025 Estimated Tax Payment DueThis is the last estimated tax payment for 2025. Any unpaid taxes will be due when you file your 2025 return by the April 2026 deadline

Key 2025 Tax Dates For Businesses
Important Tax Deadlines and Dates for Businesses, Partnerships, LLCs, C Corps, and S Corps

January 27, 2025 – Tax season officially begins.
January 31, 2025 – Employers must send W-2 forms to employees.
January 31, 2025 – Deadline to send certain 1099 forms.
March 17, 2025 – Tax returns are due for partnerships and S corporations. Businesses taxed as partnerships (including multi-member LLCs) and S corporations must file Form 1065 or Form 1120-S by this date if operating on a calendar year. If your business follows a fiscal year, your return is due on the 15th day of the third month after your tax year ends. For example, if your fiscal year runs from April 1 to March 31, your return is due June 16, 2025.
April 15, 2025 – C corporation tax returns are due. Calendar year C corporations must file Form 1120 by this date. If using a fiscal year, the return is due on the 15th day of the fourth month following the close of the fiscal year. For example, if your fiscal year runs from April 1 to March 31, your return is due July 15, 2025.
September 15, 2025 – Extended tax return deadline for partnerships and S corporations.
October 15, 2025 – Extended tax return deadline for C corporations.

Need Help Staying on Track?

Tax deadlines can be overwhelming, but I’m here to help. Whether you need assistance with tax preparation, planning, or estimated payments, feel free to reach out for expert guidance!

Essential Tax Preparation Checklist – Simplify Your Filing with Professional Assistance

Filing your taxes doesn’t have to be overwhelming. To ensure a smooth and accurate tax filing process, we’ve compiled a checklist of essential documents and information you’ll need.

For personalized guidance and expert assistance in filing your tax return, whether personal or business-related, schedule a consultation with us today!

Personal Information

Gather these details for yourself, your spouse, and any dependents:

Social Security Numbers (or ITIN/ATIN if applicable)
Dates of birth
Income of any dependents

Income Documentation

Collect all relevant tax forms and records, including:

Employment Income: W-2 forms, tips, and household employee wages
Retirement Income: 1099-R for distributions, SSA-1099 for Social Security, RRB-1099 for Railroad Retirement benefits
Self-Employment Income (Schedule C): 1099-NEC, 1099-K, profit and loss statements, expense records, business use of home/vehicle documentation
Investment Income: 1099-B, 1099-DIV, 1099-INT, cryptocurrency transaction records
Rental Income: 1099-MISC, rental property financials, depreciation schedules
Real Estate Sales: 1099-S, escrow statements, cost basis documentation
Farm Income (Schedule F): 1099-G, 1099-PATR, records of sales and expenses
Other Income: Alimony (pre-2019), K-1s, gambling winnings, state tax refunds, stock options, unemployment (1099-G)

Deductions & Credits Documentation

Maximize your deductions and credits with the following records:

Alimony Payments (pre-2019): Amount paid, ex-spouse’s SSN
Charitable Contributions: Receipts, 1098-C for donated vehicles, mileage logs
Medical & Dental Expenses: Receipts for out-of-pocket payments, insurance premiums, mileage for medical travel
Mortgage Interest & Property Taxes: 1098 forms, real estate tax payment records
State & Local Taxes (SALT): Estimated payments, personal property tax receipts
Student Loan Interest: 1098-E forms, loan payment records
Self-Employed Deductions: Health insurance, HSA/MSA contributions, home office expenses, business mileage
Education Tax Credits: 1098-T, receipts for tuition payments
Energy Efficiency Credits: Receipts for home improvements (solar panels, HVAC, insulation, etc.)
Child & Dependent Care Credit: Records of payments and care provider details
Clean Vehicle Credit: Dealer-provided time-of-sale report, MSRP details
Retirement Contributions Credit: Contributions to eligible retirement or ABLE accounts

Prepaid Taxes & Payment Information

Estimated tax payments made
Prior-year refunds applied to the current tax year
Tax payments made with extension requests
Bank account and routing numbers for direct deposit
Foreign bank account details if applicable

Additional Tax Filing Essentials

Previous year’s tax return (for reference and accuracy)
Driver’s license or state ID (optional for e-filing security)

Let Us Handle the Details!

Gathering your documents is just the first step—ensuring you maximize your deductions and file accurately is where we come in.
Why choose our CPA services?

Personalized tax planning & preparation
Expert guidance on deductions & credits
Stress-free electronic filing & direct deposit setup