Request planners:

Request 2020 Personal Income Tax Engagement Organizer
Request 2020 Corporate Income Tax Engagement Organizer
Request 2020 Business Profit and Loss and Rental Financials Template

Tax Calendar

Jan 15– Fourth Quarter Estimates Due.

Feb 01– Deadline for Employers to mail out Form W-2 to employees.

Mar 15– Filing Deadline for extensions or income tax returns of 1120S (Small Corporations) and 1065 (Partnerships).

April 15– Filing Deadline for extensions or income tax returns of Individuals, Trusts, C-Corporations, and income tax returns by calendar year 1120 Corporations.

Filing deadline for Foreign Bank Account Information Reporting (FBAR) Due.

First Quarter Estimates Due.

Last day to make a 2020 IRA contribution.

May 17– Filing deadline for extensions or income tax returns of Tax- Exempt Organizations.

Filing deadline for extensions of Texas Franchise Tax Report or No Tax Due Information Report due.

Jun 15– Second Quarter Estimates Due.

Sept 15– Filing deadline for income tax filing of calendar year 1120S (Small Corporations) and 1065 (Partnerships).

Third Quarter Estimates Due.

Sep 30– Filing deadline for income tax filing of 1041 Trust returns that obtained an extension.

Oct 15– Filing deadline for income tax returns by calendar-year individuals who obtained an extension.

Filing deadline for income tax returns by calendar-year 1120 Corporations who obtained a six-month extension.

Filing deadline for Foreign Bank Account Reporting (FBAR).

Nov 15– Filing deadline for income tax filing of Tax-Exempt Organizations that obtained an extension.

Filing deadline of Texas Franchise Tax Report or No Tax Due Information Report Due.

 

Financial Tools

Tools/Calculators
1040 Tax Calculator/Federal Income Tax Estimator