Resources
Tax knowledge you can actually use. No jargon.
Key deadlines, practical tips, common deductions, and answers to the questions we hear most. Bookmark this page — it updates with the seasons.
Key Tax Deadlines
Mark these on your calendar. Missed deadlines can mean penalties — we'll send reminders if you're a client.
Q4 Estimated Tax Payment
Final estimated payment for the prior tax year is due.
W-2 & 1099 Deadlines
Employers must issue W-2s and most 1099s to recipients.
Individual Tax Filing Deadline
File your personal return or request an extension.
Q2 Estimated Tax Payment
Second quarter estimated payment for self-employed & businesses.
Q3 Estimated Tax Payment
Third quarter estimated payment for self-employed & businesses.
Extended Filing Deadline
Last day to file if you requested an extension in April.
Practical Tips
Smart habits that save you money.
Track expenses year-round
Don't wait until April. Log deductible expenses monthly so nothing slips through the cracks.
Review withholding early
Check your W-4 in late summer to avoid a surprise tax bill or large refund next spring.
Never miss an estimated payment
Self-employed? Set calendar reminders for each quarterly deadline to avoid penalties.
Keep business & personal separate
A dedicated business account makes bookkeeping cleaner and your deductions defensible.
Often Missed
Common deductions people forget.
These are frequently overlooked — and they add up. We review every client's situation to make sure nothing legitimate is left on the table.
- Home office expenses (for self-employed & remote business owners)
- Mileage and vehicle costs for business travel
- Health insurance premiums for self-employed individuals
- Retirement contributions (Traditional IRA, SEP, SIMPLE, 401(k))
- Education and professional development costs
- Charitable donations and qualifying volunteer mileage
- Business supplies, software, and professional fees
- Child and dependent care expenses