Client Resources
Tax Year Organizer & Portal
Start here to upload documents and complete your organizer.
Key Tax Deadlines
- Jan 31 – W-2/1099s due to recipients
- Mar 15 – S-Corp/Partnership returns (or extension)
- Apr 15 – Individual/C-Corp returns (or extension); Q1 estimates
- Jun 15 – Q2 estimates
- Sep 15 – S-Corp/Partnership extended returns; Q3 estimates
- Oct 15 – Individual/C-Corp extended returns
Record Readiness Checklist
- All tax docs (W-2, 1099, K-1, 1098, etc.) gathered
- Brokerage/crypto summaries exported (CSV/1099-B)
- Rental income/expenses by property
- Business bank/credit card statements (PDF or CSV)
- Payroll summaries (W-2, 941/940, state filings)
Secure Sharing Tips
Please use the Client Portal for documents. Avoid sending sensitive info by email.