 Tax HubTax Deadlines 2026See below for a step-by-step tax deadline calendar to be aware of important dates from the IRS!January January is more than just tax season prep - it’s your chance to set the financial foundation for a successful year. What’s your vision for 2026? Do you want to increase revenue, reduce your tax burden, improve record-keeping, or finally understand your profit margins? Now’s the time to review last year’s financials, identify pain points, and set clear, measurable goals. As a small business owner or individual taxpayer, having an outside perspective can help you see opportunities you might miss. Schedule a planning session with us to turn your New Year’s resolutions into an actionable financial strategy. January 16 Individuals: Fourth quarter 2025 estimated tax payments are due (final installment). Provide Form W-4 to your employer to make any changes in federal withholding in 2025. February February 2
February 10 Employees: Report tips of $20 or more to employers (Jan. 2026 tips). February 17 Employers: Deadline to furnish recipients with informational statements, including Form 1099-B, Form 1099-S, and certain Form 1099-MISC payments. March March 10 Employees: Report tips of $20 or more to employers (Feb. 2026 tips). March 16
March 31
April Make sure all your income, expense, and deductions records are in order. Use this time to review budget and any outstanding payments or invoices. April 10 Employees: Report tips of $20 or more to employers (Mar. 2026 tips). April 15
April 30 Employers: File Form 941 for 1st quarter 2026. May If you are on extension, don’t procrastinate. Get your information to us now! If you’re still waiting on your refund, use the Where’s My Refund Tool on the IRS website. Did you know: The IRS will never contact you by phone or email! Don’t get scammed! Summer is approaching! Start thinking about Summer Camp if you have kids. You may be able to treat camps as childcare and get a benefit when filing your taxes. Hiring teens for the summer? Before hiring, it’s a good idea to be aware of the Federal and State laws governing youth in the workplace. If you’re looking to hire for summertime help, we can help you make sure you’re following regulations. May 11 Employees: Report tips of $20 or more to employers (Apr. 2026 tips). May 15 Partnerships & S Corporations: File Form 8752 if on fiscal year under Section 444 election. June Review your budget. Are you on track? Individuals: Check your tax withholding. Did you pay adequate taxes? Increase or decrease as needed. Are you or your child graduating? Graduating comes with some implications for your taxes and finances. If you need guidance on tax credits, student loans, scholarships and fellowships, reach out to us. Higher education can be a noble pursuit, and a valuable one. But don’t let it become an expensive mistake on your tax return. June 10 Employees: Report tips of $20 or more to employers (May 2026 tips). June 15
July Summer storms are common. Start to safeguard important documents now. Be sure to make copies just in case. Also, document your valuables and equipment — this can help support claims for insurance or tax benefits after a disaster. Did you travel for work? Using your car to travel for work may result in a tax deduction. If you use your car for both business and personal use, only business-related expenses may be deducted. July 10 Employees: Report tips of $20 or more to employers (Jun. 2026 tips). July 31 Employers: File Form 941 for 2nd quarter 2026. File Form 5500 or 5500-EZ for calendar-year 2025 benefit plans, or file Form 5558 for extension. August Taxpayers who filed an extension should get documents in now. If you missed a filing deadline, file as soon as possible to reduce penalties and interest. Remember, IRS notices are not always bad news. Open all IRS correspondence promptly and contact us if you’re unsure how to respond. August 10 Employees: Report tips of $20 or more to employers (Jul. 2026 tips). September Back to school! You may qualify for education-related tax benefits including credits for tuition, supplies, or student expenses. September 10 Employees: Report tips of $20 or more to employers (Aug. 2026 tips). September 15
October The extension deadline is here. Returns not filed will be subject to failure-to-file penalties. October 1 Businesses: Deadline to establish a new SIMPLE retirement plan and provide QSEHRA notices. October 13 Employees: Report tips of $20 or more to employers (Sept. 2026 tips). October 15
November Year-end planning time. Consider equipment purchases, employee gifts, and inventory needs. November 2 Employers: File Form 941 for 3rd quarter 2026. November 10 Employees: Report tips of $20 or more to employers (Oct. 2026 tips). December Keep donation receipts and documentation for charitable contributions. Larger gifts may require additional records. December 10 Employees: Report tips of $20 or more to employers (Nov. 2026 tips). December 15
|
Tax Deadline Calendar
Frequently asked questions
We take care of your books for you, so you can get back to the job of running your business and generating profits.
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.