Tax organizers, deadline calendars, checklists, and plain-English guides — all free for Fox Valley taxpayers.
These tools help you gather everything before our first meeting — saving you time and ensuring nothing gets missed.
A comprehensive checklist covering every document most individual filers need — W-2s, 1099s, deductions, life events, and more. Print it and check things off as you gather.
📥 Download PDFDesigned for S-Corps, LLCs, and sole proprietors. Covers income, expenses, depreciation, payroll summaries, vehicle logs, home office calculation, and K-1 prep.
📥 Download PDFA spreadsheet to categorize your business expenses throughout the year. Pre-loaded with 18 Schedule C/S-Corp deduction categories, SUMIF totals by category, and a printable Category Guide tab. Works alongside QuickBooks.
📥 Download ExcelRunning an S-Corp? This guide covers reasonable compensation documentation, shareholder distribution rules, year-end tax moves, and the documents your preparer needs from you.
📥 Download PDFIs your home office deductible? This worksheet walks you through the regular and exclusive use test, calculates the deductible percentage, and documents your square footage.
📥 Download PDFThe IRS requires contemporaneous records for vehicle deductions. This mileage log tracks date, destination, business purpose, and miles — exactly what an audit requires.
📥 Download PDFIf you're looking for something specific — a checklist for a life event, a specific business situation, or a form explanation — just ask. We'll either point you to it or create it.
Ask Us →Missing a tax deadline is expensive. Bookmark this page or download the calendar below. Dates reflect 2025 tax year filing deadlines — confirm current-year dates with us, as they shift when they fall on weekends or holidays.
| Date | Deadline | Who It Applies To |
|---|---|---|
| Jan 15, 2026 | Q4 2025 Estimated Tax Payment PersonalBusiness | Self-employed, freelancers, investors, S-Corp shareholders paying estimated taxes |
| Jan 31, 2026 | W-2 and 1099-NEC Deadline Payroll | Employers must furnish W-2s to employees; businesses must send 1099-NEC to contractors |
| Feb 28, 2026 | Paper 1099 Filing with IRS | Businesses filing 1099-MISC, 1099-INT, 1099-DIV on paper with the IRS |
| Mar 17, 2026 | S-Corp and Partnership Returns Business | Form 1120-S (S-Corp) and Form 1065 (Partnership) due; last day to extend |
| Apr 15, 2026 | ⚠️ Individual Tax Return Deadline Personal | Form 1040 due for most individual filers; last day to file extension (Form 4868) or pay without penalty |
| Apr 15, 2026 | ⚠️ Q1 2026 Estimated Payment Personal | First quarterly estimated tax payment for 2026 tax year |
| Apr 15, 2026 | C-Corp Returns Due Business | Form 1120 (C-Corporation) tax return due |
| Jun 16, 2026 | Q2 2026 Estimated Payment Personal | Second quarterly estimated tax payment for 2026 tax year |
| Sep 15, 2026 | Extended S-Corp / Partnership Returns Business | Extended deadline for Form 1120-S and Form 1065 |
| Sep 15, 2026 | Q3 2026 Estimated Payment Personal | Third quarterly estimated tax payment for 2026 tax year |
| Oct 15, 2026 | Extended Individual Returns Personal | Final deadline for individual returns that received a 6-month extension (no further extensions) |
Plain-English tax and financial security advice for Fox Valley small businesses and individuals — no jargon, no fluff.
One of the most common S-Corp mistakes is setting your salary too low to minimize payroll taxes. Here's what the IRS looks for and how to set compensation that protects you.
You hand your tax preparer your SSN, bank account numbers, and employer info. Does your preparer have a Written Information Security Plan? Here's what to ask.
The "pay as you go" tax system catches many freelancers and new business owners off guard. This guide breaks down the math and the safe harbor rules that protect you.
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