Tax appointment checklist
The documents to gather before your consultation — W-2s, 1099s, IDs, and prior-year returns.
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Resources
Plain language resources for taxes and accounting.
Short guides we wrote because clients kept asking the same questions. No jargon, no upsells.
ITIN basics
What an ITIN is, who needs one, and what the W-7 application actually involves.
Read moreBookkeeping at tax time
How clean monthly books cut your tax-prep fee and your IRS-audit risk.
Read moreLLC vs. sole proprietor
A practical comparison of liability, taxes, and paperwork — without the legal scare tactics.
Read moreWatch on YouTube
Short bilingual videos covering common tax and bookkeeping questions.
Read more2026 tax deadlines
The dates worth marking on your calendar — federal filing, extensions, and quarterly estimates.
Read more2026 deadlines at a glance
Federal dates — confirm state deadlines separately.
| Date | What's due | Who it's for |
|---|---|---|
| March 15, 2026 | S-Corp & partnership returns (1120-S, 1065) | S-Corps, multi-member LLCs, partnerships |
| April 15, 2026 | Individual & C-Corp returns (1040, 1120) | Most individuals and C-Corps |
| April 15, 2026 | Q1 estimated tax payment | Self-employed & small business |
| October 15, 2026 | Extended individual return deadline | Anyone who filed Form 4868 |
Ready when you are
Start with a free consultation.
Thirty minutes, no commitment, in English or Spanish. We'll review your situation and explain what makes sense for you.