Important Tax Dates

January 15: 4th Quarter Estimated Tax Payment Due

April 15: Individual Tax Return Due (Form 1040)

April 15: 1st Quarter Estimated Tax Payment Due

June 15: 2nd Quarter Estimated Tax Payment Due

September 15: 3rd Quarter Estimated Tax Payment Due

October 15: Extended Individual Tax Return Due

January 15 (Following Year): 4th Quarter Estimated Tax Payment Due

Individual Taxpayers

Business Tax Deadlines

Important Tax Dates

January 31: W-2s Due to Employees

January 31: 1099-NEC Due to Contractors and IRS

March 15: Partnership Returns Due (Form 1065)

March 15: S Corporation Returns Due (Form 1120-S)

September 15: Extended Partnership Returns Due

September 15: Extended S Corporation Returns Due

April 15: C Corporation Returns Due

October 15: Extended C Corporation Returns Due

quicklinks

federal tax resources

https://www.irs.gov/payments/your-online-account

IRS Online Account

https://www.irs.gov/payments

Make an IRS Payment

https://www.irs.gov/individuals/get-transcript

Get IRS Tax Transcripts

https://www.irs.gov/refunds

Check Your Refund Status

https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online

Apply for an EIN

https://www.irs.gov/forms-instructions

IRS Forms and Instructions

https://www.irs.gov/individuals/tax-withholding-estimator

IRS Tax Withholding Estimator

https://www.irs.gov/businesses/small-businesses-self-employed

IRS Small Business Tax Center

https://www.irs.gov/filing/wheres-my-amended-return

Where's My Amended Return?

https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin

IRS Identity Protection PIN Program

✔ Use our secure client portal whenever possible
✔ Avoid sending Social Security numbers through email
✔ Upload tax documents promptly

✔ Notify us immediately if you receive an IRS or State Tax Notice

For your protection:

Secure Tax Document Submission

New Client Checklist

Please have the following available:

  • Prior Year Tax Return 
  • Driver's License or State ID 
  • W-2 Forms 
  • 1099 Forms 
  • Mortgage Interest Statement 
  • Property Tax Statements 
  • Education Forms (1098-T) 
  • Childcare Expenses 
  • Charitable Contributions 
  • Retirement Income Forms 
  • Investment Statements 
  • IRS or State Tax Notices 

Individual Tax Clients

Business Clients

new client checklist

Please have the following available:

  • Profit & Loss Statement 
  • Balance Sheet 
  • Bank Statements 
  • Credit Card Statements 
  • Payroll Reports 
  • 1099 Records 
  • Vehicle Mileage Logs 
  • Fixed Asset Purchases 
  • Loan Statements 
  • Business Tax Notices 


small business Resources

https://www.sba.gov

SBA (Small Business Administration)

https://sos.oregon.gov

Oregon Secretary of State

https://www.dol.gov

U.S. Department of Labor

https://quickbooks.intuit.com/r/

QuickBooks Resource Center

https://business.oregon.gov

Oregon Business Xpress

https://www.ssa.gov

Social Security Administration

https://www.e-verify.gov

E-Verify

state tax agencies

Alabama: https://www.revenue.alabama.gov
Alaska: https://tax.alaska.gov
Arizona: https://azdor.gov
Arkansas: https://www.dfa.arkansas.gov
California: https://www.ftb.ca.gov
Colorado: https://tax.colorado.gov
Connecticut: https://portal.ct.gov/drs
Delaware: https://revenue.delaware.gov
District of Columbia: https://otr.cfo.dc.gov
Florida: https://floridarevenue.com
Georgia: https://dor.georgia.gov
Hawaii: https://tax.hawaii.gov
Idaho: https://tax.idaho.gov
Illinois: https://tax.illinois.gov
Indiana: https://www.in.gov/dor
Iowa: https://tax.iowa.gov
Kansas: https://www.ksrevenue.gov
Kentucky: https://revenue.ky.gov
Louisiana: https://revenue.louisiana.gov
Maine: https://www.maine.gov/revenue
Maryland: https://www.marylandtaxes.gov
Massachusetts: https://www.mass.gov/orgs/massachusetts-department-of-revenue
Michigan: https://www.michigan.gov/taxes
Minnesota: https://www.revenue.state.mn.us
Mississippi: https://www.dor.ms.gov
Missouri: https://dor.mo.gov
Montana: https://mtrevenue.gov
Nebraska: https://revenue.nebraska.gov
Nevada: https://tax.nv.gov
New Hampshire: 
https://www.revenue.nh.gov
New Jersey: https://www.nj.gov/treasury/taxation
New Mexico: https://www.tax.newmexico.gov
New York: https://www.tax.ny.gov
North Carolina: https://www.ncdor.gov
North Dakota: https://www.tax.nd.gov
Ohio: https://tax.ohio.gov
Oklahoma: https://oklahoma.gov/tax.html
Oregon: https://www.oregon.gov/dor
Pennsylvania: https://www.revenue.pa.gov
Rhode Island: https://tax.ri.gov
South Carolina: https://dor.sc.gov
South Dakota: https://dor.sd.gov
Tennessee: https://www.tn.gov/revenue.html
Texas: https://comptroller.texas.gov
Utah: https://tax.utah.gov
Vermont: https://tax.vermont.gov
Virginia: https://www.tax.virginia.gov
Washington: https://dor.wa.gov
West Virginia: https://tax.wv.gov
Wisconsin: https://www.revenue.wi.gov
Wyoming: https://revenue.wyo.gov

Frequently asked Questions

LOOKING FOR SOMETHING IN PARTICULAR?

Do I need to file if I received a 1099?

In most cases, yes. Self-employment income is generally reportable and may require both income tax and self-employment tax filings.

Can I file an extension?

Yes. An extension provides additional time to file, but not additional time to pay any tax owed.

How long should I keep tax records?

Generally:
Tax Returns: Permanently 
Supporting Documents: 3–7 years 
Property Records: Until sold + 7 years 
Business Records: 7 years minimum 

What if I receive an IRS notice?

Send us a copy immediately. Many notices have strict response deadlines.

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✓ IRS Notice Resolution
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✓ Entity Formation
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Questions? Contact us anytime through our secure portal, by phone, or by email.

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