Need a reminder?
Ask us to add key dates to your engagement checklist so nothing sneaks up mid-season.
Contact the office →Deadlines
A practical checklist of common U.S. federal deadlines. Confirm exact dates each year — weekends and holidays can shift due dates.
NOTE Dates below are illustrative recurring milestones. Update annually before publishing seasonal reminders. Not a substitute for IRS or state guidance.
| When | Milestone | Who it often affects | |
|---|---|---|---|
| January 15 | 4th quarter estimated tax payment (prior year) | Individuals with quarterly estimates | Estimates |
| January 31 | W-2 / 1099 forms to recipients | Employers & payers | Info returns |
| March 15 | S corporation & partnership returns (or extension) | S corps, partnerships | Business |
| April 15 | Individual returns, C corp returns (calendar year), 1st quarter estimates | Most individuals & many businesses | Major |
| June 15 | 2nd quarter estimated tax payment | Quarterly estimators | Estimates |
| September 15 | 3rd quarter estimated tax payment | Quarterly estimators | Estimates |
| October 15 | Extended individual return deadline | Filers with valid extensions | Extension |
| December 31 | Year-end planning window closes | Everyone — gifts, retirement, equipment | Planning |
Ask us to add key dates to your engagement checklist so nothing sneaks up mid-season.
Contact the office →Some states follow federal dates; others do not. We will confirm what applies to your residency and entities.