Resources

Tax Organizers

Download your tax organizer to get started. Fill it out and return it to us before your appointment.

• Individual Tax Organizer (PDF)
• Business Tax Organizer (PDF)

Important Tax Deadlines

• January 31 — W-2s and 1099s due to recipients
• April 15 — Individual federal tax return deadline (Form 1040)
• April 15 — First quarter estimated tax payment due
• June 15 — Second quarter estimated tax payment due
• September 15 — Third quarter estimated tax payment due
• October 15 — Extended individual return deadline
• January 15 — Fourth quarter estimated tax payment due

Helpful Links

• IRS — Internal Revenue Service
• Indiana Department of Revenue
• Social Security Administration
• U.S. Small Business Administration