Resources
Tools, checklists & the 2026 calendar.
The things clients ask us for most, free and in one place. Grab a checklist, see what’s due, and find where you might be leaving money behind.
Checklist
2026 Individual Tax Checklist
Everything to gather before you file — W-2s, 1099s, deductions, and the easy-to-forget items.
Checklist
2026 Small-Business Tax Checklist
The documents and reports your business return needs, by entity type.
Tool
Tax-Savings Finder
Tell us who you are; see where a CPA typically finds savings for someone like you.
Calendar
2026 Deadline Calendar
Every filing and estimated-payment date for the year, with reminders.
Tool
LLC vs. S-Corp Analysis
See the tax difference between entities for your actual numbers.
2026 Deadline Calendar
Filing & payment datesTY 2026
Q4 2025 estimated paymentSelf-employedJan 15
W-2s & 1099-NEC to recipientsEmployersJan 31
S-corp (1120-S) & partnership (1065) returnsBusinessesMar 16
Individual 1040, C-corp & Q1 estimateEveryoneApr 15
File an extension (6 months)If you need timeApr 15
Q2 2026 estimated paymentSelf-employedJun 15
Q3 estimate & extended business returnsBusinessesSep 15
Extended individual & C-corp returnsOn extensionOct 15
Figures of the Quarter
Limits & ratesTY 2026
Standard mileage rateper business mile70¢
401(k) elective deferral+$8,000 catch-up at 50+$24,500
IRA contribution limittraditional or Roth$7,500
HSA contribution (self)$8,750 family$4,400
Standard deduction (MFJ)$15,750 single$31,500
Social Security wage base6.2% to the cap$184,500
The “Figures of the Quarter” values are illustrative placeholders for this template — confirm current-year figures with your preparer or the IRS before relying on them.