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ResourcesHelpful tools, dates and checklists.
Key deadlines, what to bring to your appointment, and trusted links to the agencies.
Key dates
Tax deadlines to remember
15Jan
Q4 estimated tax payment
Final estimated payment for the prior year.
31Jan
W-2s & 1099-NEC due
Employers must furnish and file these forms.
15Mar
S-Corp & partnership returns
Forms 1120-S and 1065 (or extension).
15Apr
Individual & C-Corp returns
Federal and California returns, plus Q1 estimates.
15Oct
Extended individual returns
Last day to file if you requested an extension.
Dates shift when they fall on a weekend or holiday, and disaster relief can extend them. Ask us about your situation.
Be prepared
What to bring
- Photo ID & Social Security cards
- Last year’s tax return
- W-2s and 1099s
- 1098 mortgage interest
- Property tax statements
- 1095 health coverage forms
- Charitable donation receipts
- Childcare provider info
- Business income & expenses
- Any IRS or FTB letters
Let’s get your taxes off your plate.
In-office or fully remote — upload your documents and Jim will take it from there.