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Resources

FAQs, checklists, and official links to keep your tax and bookkeeping process smooth.

Key Tax Deadlines

A few common federal due dates to keep on your radar.

March 15: S-Corp / Partnership / extension April 15: Individual return / extension Sep 15: S-Corp / Partnership extension Oct 15: Individual return extension Jan 15: Q4 estimated tax Apr 15: Q1 estimated tax payment Jun 15: Q2 estimated tax payment Sep 15: Q3 estimated tax payment

Document Checklist

Use this list to speed up your prep.

W-2 / 1099s ID + SSNs Income/expense records Rental statements 1098 (Mortgage / Tuition) 1099-INT / DIV 1099-R (Retirement) 1095-A/B/C (Health) Charitable contributions Childcare expenses Student loan interest Estimated tax records Crypto / stock activity Side gig income Business expenses Vehicle mileage

Helpful Links

IRS

Official IRS resources for individuals and businesses.

IRS.gov Payments Forms & Publications Get Transcripts Where’s My Refund? Account Login Identity Protection PIN Payment Plans Notices & Letters Address Change (Form 8822)

Texas

Common Texas resources for business and tax items (non-federal).

Texas Comptroller Texas Workforce Commission TX Secretary of State

FAQs

Do you offer year-round support?

Yes — planning, estimated tax guidance, and bookkeeping support are available year-round.

What if I’m missing a form?

If you’re missing a W-2 or 1099, we can help you identify what you need and suggest next steps (including transcript options where appropriate).

Can you help with estimated taxes?

Absolutely. We can estimate quarterly payments and help you stay on track to avoid surprises.

How should I send documents?

Use the secure upload portal on the Client Links page whenever possible. Avoid sending sensitive documents through standard email or text.