Important Dates for 2026

  • The IRS start date for 2025 simple individual tax returns filers is January 26, 2026.
  • For nonextended tax filings, the last day I am available for an in-person office appointment to make the April 15 filing date is Thursday March 20, 2026. The last day for virtual appointments is Tuesday March 24, 2026. See dates below for extended tax returns.
  • March 30 is the last day I will finalize 2025 nonextended individual (due 4/15) and C corporation income tax returns and submit to you for review and signing.
  • March 10 is the last day I will finalize 2025 nonextended pass-through entity(Partnerships(LLC) and S corporations) tax returns to meet the March 16, 2026 filing deadlines. The extended due date for these tax returns is September 15, 2026. The last day to provide all of your entity tax information to me to meet the extended due date is August 15, 2026, after that date, I cannot guarantee I will meet the filing deadline for you.
  • If you have not received your completed tax returns for electronic signing by March 31, I will be extending your tax returns regardless of the date you submitted all of your information to me.
  • April 13 is the last day I will transmit nonextended tax return e-files. Therefore, this is the last date for me to receive your signed e-file authorization and payment of fees to meet the April 15 filing date.
  • Beginning on April 1 and through April 15, I will be preparing and electronically filing 2025 federal and state extensions and preparing 2026 estimated tax calculations for you.
    Since the extension is for filing and not paying, I will be working up your tax liability figures to be sure you have sufficient income tax withholding and or estimated taxes paid in to cover it.
  • June 15, 2026 Pass-Through Elective tax (PTE) 2026 required payment due.
  • I file all extension forms electronically and there is no signing or other action required of you.
  • The extension is valid until October 15, and I will begin working on extended tax returns once I return from my break.
  • I will be unavailable and on break April 16 through May 17, 2026.
  • Extended tax returns:
    The last day to provide ALL of your 2025 information to me to meet the extended deadline of October 15, is Monday September 15. After that date, I cannot guarantee you I will meet the filing deadline.
  • In 2026, I will be unavailable and on vacation Friday June 12 - Monday June 15, Friday July 24 - Monday July 27, and Thursday September 10 - Monday September 14. Please plan accordingly.