Tax Center & client resources
Deadlines, checklists and tools to keep you organized all year — plus answers to the questions we hear most.
Popular links
Where’s My Refund?
Track your federal refund status on IRS.gov.
IRS.govIndiana Refund Status
Check your Indiana state refund with the Department of Revenue.
IN.gov/DORSecure Send
Upload tax documents to us securely — no email required.
Upload filesClient Portal
Access your returns and documents any time, from anywhere.
Log inKey federal deadlines for the 2027 filing season
Mark your calendar. Indiana individual returns are generally due the same day as federal returns.
| Date | What’s due |
|---|---|
| Jan 15, 2027 | Fourth-quarter 2026 estimated tax payment due (individuals). |
| Feb 1, 2027 | W-2s and 1099-NEC forms due to employees, contractors and the IRS. (Jan 31 falls on a Sunday.) |
| Mar 15, 2027 | Partnership (Form 1065) and S corporation (Form 1120-S) returns due, or file for an extension. |
| Apr 15, 2027 | Individual (Form 1040) and C corporation returns due. First-quarter 2027 estimated payment due. Last day for 2026 IRA and HSA contributions. |
| Jun 15, 2027 | Second-quarter 2027 estimated tax payment due. |
| Sep 15, 2027 | Third-quarter estimated payment due. Extended partnership and S corporation returns due. |
| Oct 15, 2027 | Extended individual and C corporation returns due. |
Dates shown for calendar-year taxpayers. When a deadline falls on a weekend or holiday, it moves to the next business day. Contact us to confirm deadlines for your situation.
Tax appointment checklist
Bringing everything the first time means a faster appointment and no missed deductions.
For your personal return
- Photo ID for you and your spouse
- Social Security cards for everyone on the return
- Last year’s federal and state returns
- W-2s from all employers
- 1099s (interest, dividends, retirement, self-employment, unemployment)
- 1098 mortgage interest statement
- Property tax and vehicle excise tax receipts
- Childcare provider name, address and amount paid
- Charitable donation receipts
- Medical expenses (if itemizing)
- 1098-T tuition and student loan interest forms
- 1095-A if you had Marketplace health insurance
- Estimated tax payments made during the year
- Bank routing and account number for direct deposit
If you own a business
- Profit & loss statement and balance sheet
- Business bank and credit card statements
- 1099s received and issued
- Payroll reports and quarterly filings
- Vehicle mileage log
- Receipts for equipment and asset purchases
- Home office square footage
- Loan statements and interest paid
Please bring your prior two years of returns so we can review them for missed opportunities.
How long should you keep it?
A general guide for households and small businesses. When in doubt, keep it — and ask us.
| Record | Keep for |
|---|---|
| Tax returns & IRS correspondence | Permanently |
| Supporting documents (receipts, 1099s, W-2s) | 7 years |
| Bank & credit card statements | 7 years |
| Payroll records & payroll tax filings | At least 4 years |
| Home purchase & improvement records | Until 7 years after you sell |
| Investment purchase records | Until 7 years after you sell |
| Business formation documents & minutes | Permanently |
| Retirement account statements (IRA contributions) | Until all funds are withdrawn + 7 years |
Frequently asked questions
Is the first consultation really free?
Yes. We’re happy to meet, learn about your situation and explain how we can help — and what it will cost — before you decide anything.
Do you only work with businesses?
Not at all. We serve individuals and families, business owners, executives, independent professionals and non-profit organizations.
I received a letter from the IRS. What should I do?
Don’t ignore it, and don’t panic. Bring or send us the letter right away. Many notices have response deadlines, and we can often resolve the issue directly with the IRS on your behalf.
I haven’t filed in a few years. Can you help?
Yes. Non-filed returns and back taxes are among the most common problems we resolve. The sooner you get started, the more options you’ll have.
How do I send you my documents?
You can drop them off at our office on Lanewood Drive, or upload them through our secure client portal. Please don’t email Social Security numbers or account numbers.
Can you take over my QuickBooks bookkeeping?
Absolutely. We can clean up your existing file, train your staff, or handle your bookkeeping entirely each month.
Tax tips, delivered.
Subscribe to our emailed newsletter for timely tax-saving strategies, deadline reminders and financial news that matters to Indiana families and businesses.
Have a question we didn’t answer?
Give us a call or stop by the office. We’ll answer all of your questions as they impact both your tax and financial situations.