August 29, 2026: The filing deadline for extended tax returns are right around the corner. Here are reminders to help you file on time.

Sept. 15 - Partnerships and S Corps

Oct. 15 - Individual, C Corp, Estates and Trusts 

Make sure your return is prepared and filed accurately on time without having rush fees or penalties. These documents should be included:

• Missing income statements (W-2, 1099, K-1)
• Year-end expense summaries or bookkeeping records
• Receipts for major deductible expenses or contributions
• Any notices received from the IRS or state authorities this year

These documents can be uploaded to your secure client portal here.