Deadlines
Deadlines and extensions
The dates that matter, what an extension does, when we stop taking new returns and what to do if you’re behind.
Key dates
The federal dates, in plain words
These are the usual federal dates. They move to the next business day when they fall on a weekend or a holiday, and a disaster can move them for a region. Your state’s dates are usually the same, and we’ll tell you when one is different.
An extension gives you more time to file, not more time to pay. If you owe, the payment is still due in April, so we estimate what you owe before we file one.
- January 15: last estimated payment for the year just ended
- March 15: S corporation and partnership returns, or an extension
- April 15: individual returns, or an extension, and a first estimated payment
- June 15 and September 15: the other estimated payments
- October 15: the extended deadline for most individual returns
When we stop taking new returns
For 2026 returns filed in 2027. Current clients are scheduled first.
- 1
February 26
The last day we take new business returns (S corporations, partnerships and LLCs).
- 2
March 26
The last day we take new individual returns. We can still file an extension for you after that.
- 3
April 15
Extensions only. Call us before the deadline if you aren’t ready.
Behind on your taxes? Start here
It’s more common than you’d think, and it’s fixable. Nobody here will lecture you.
- 1
Call or book a first call
Tell us which years are missing. You don’t need your papers on the first call.
- 2
We gather what we can
The IRS has records of your wages and other income that we can use as a starting point.
- 3
File the oldest year first
We prepare the returns, and if you owe, talk through a payment plan.
Free workshops and reminders
Short sessions before each season. Save a seat, and bring your questions.
Year-end tax moves for small business owners
Wednesday, November 18, 2026 · 6pm – 7:30pm
Naomi walks through what to do before December 31: retirement plans, equipment, estimated payments and your books.
Self-employed lunch: get your records ready
Wednesday, December 9, 2026 · 12pm – 1pm
An hour with Priya on tracking income and expenses, so January goes quickly. Bring your lunch; we’ll bring coffee.
Tax season kickoff: what’s new for 2026 returns
Wednesday, January 20, 2027 · 6pm – 7pm
Daniel covers what’s changed for 2026 returns, what to gather, and how our client portal works.
Letters, extensions and late returns
Can you help with a letter from the IRS or my state?
Yes. Daniel answers notices, sets up payment plans and represents clients in audits, once you sign a form that lets us speak for you. Bring the letter to your first call or put it in the portal. Don’t email it. Your reply is usually due within 30 days of the date on the letter, so call us promptly.
Can you file an extension, or help if I’m behind on my taxes?
Yes to both. An extension gives you more time to file, not more time to pay, so we estimate what you owe first. If you have years you never filed, call us: we’ll collect what we need, file the oldest years first, and talk through a payment plan if you owe. Nobody has to explain themselves.
Not sure where you stand?
Book a free first call and we’ll tell you what’s next. You don’t need your papers.