14 Jan 2026 Get Ready for Tax Season: Deadlines and Required Documents
As we move into tax season, we’d like to share a few important reminders to help ensure your returns are prepared on time.
Important Timing Reminder
To meet filing deadlines and allow time for proper review, analysis, and any follow-up questions, ALL requested information should be received at least one month before the tax filing deadline.
Information received after this timeframe may require us to file an extension. If you prefer to have your return filed by the original deadline, we may be able to accommodate this on a limited basis, subject to availability and a potential rush fee. Any rush fee will always be confirmed in advance.
Key Filing Deadlines:
• S Corporation & Partnerships – March 16, 2026
• Individuals (Including sole proprietors and single-member LLCs) – April 15, 2026
Business To-Dos
If we have access to your QuickBooks Online, please email us once your 2025 books are fully up to date and ready.
• If you use a different accounting method, please email your 2025 financials once they are complete and ready.
Personal To-Dos
• Upload tax documents as you receive them to the Client Portal.
• If you have not yet accessed your portal, reply to this email, and we will send you a link.
Thank you for helping us provide thoughtful, high-quality service. We appreciate your partnership and look forward to working with you this tax season.
Contact Us
Have a question or ready to start a conversation? We’re here to help.