Events
Tax filing is not just about April—it’s a year-round process. Staying organized and planning ahead leads to better outcomes and fewer surprises.
🗓️ JANUARY
Important for Individuals & Business Owners
Event Details
🗓️ JANUARY
Important for Individuals & Business Owners
- January 15:
- Final Q4 estimated tax payment due (if applicable)
- January 31:
- Employers must issue W-2s
- Businesses must issue 1099-NEC / 1099-MI...
🗓️ FEBRUARY
Important for Individuals & Business Owners
Event Details
🗓️ FEBRUARY
Important for Individuals & Business Owners
- Continue receiving late W-2s, 1099s, and brokerage statements
- Tax preparation begins once documents are complete
- BTRC's Gross Sales due to yo...
🗓️ MARCH
Important for Individuals & Business Owners
Event Details
🗓️ MARCH
Important for Individuals & Business Owners
- March 15:
- Partnerships (Form 1065) due
- S Corporations (Form 1120-S) due
- Extensions due if not filing on time
Business owners should priorit...
🗓️ APRIL
Important for Individuals & Business Owners
Big Month for Everyone
Event Details
🗓️ APRIL
Important for Individuals & Business Owners
- April 15:
- Individual tax returns (Form 1040) due
- California personal returns due
- C Corporations (Form 1120) due
- Q1 estimated tax payment due
- Ext...
Big Month for Everyone
🗓️ MAY
Important for Individuals & Business Owners
Event Details
🗓️ MAY
Important for Individuals & Business Owners
- Follow-ups, notices, and amended returns often begin
- Great time for tax planning conversations
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