Tax resources
Everything you need to stay ahead of tax season
Key deadlines, common questions answered, and free guides — all in one place. No jargon, just what you need to know.
Key dates
Tax deadline calendar
These are the most important federal and Pennsylvania tax deadlines for individuals and businesses. Dates may shift when they fall on a weekend or holiday.
January 15
Q4 estimated tax payment due (individuals)
January 31
W-2s and 1099s must be sent to recipients
March 15
S-corp and partnership returns due (Form 1120-S / 1065)
April 15
Individual and C-corp returns due (Form 1040 / 1120)
April 15
Q1 estimated tax payment due
June 16
Q2 estimated tax payment due
September 15
Q3 estimated tax payment due + extended S-corp/partnership returns
October 15
Extended individual returns due
* Always confirm with your advisor — dates shift when they fall on weekends or federal holidays.
Common questions
Frequently asked questions
Free downloads
Guides and checklists
Practical resources you can use right now. Request any guide through our contact form and we'll send it directly to your inbox.
Small Business Tax Checklist
A step-by-step checklist to make sure your business is ready for tax season — from organizing receipts to reviewing payroll records.
Request this guideSelf-Employed Tax Guide
Everything freelancers and sole proprietors need to know about quarterly payments, deductions, and Schedule C.
Request this guidePennsylvania Tax Overview
A plain-English summary of Pennsylvania state income tax, local earned income tax, and what Philadelphia-area residents need to file.
Request this guideRecord-Keeping Best Practices
How long to keep documents, what to shred, and how to organize your financial records so tax season is never a scramble.
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