Select from the categories below to read the related tax planning articles:

General Tax Planning

Business Clients

Investors

Retirement Plans

College Financing

Senior Concerns

Detailed below are the important tax planning dates during each calendar year. For more information please contact us directly at (800) 914-TAXX (8299).

Payroll Taxes
January 31	W-2s due to Employees, Annual Payroll Tax Returns Due (for prior year)
January 31	4th Quarter Payroll Tax Returns Due (for prior year)
April 30	1st Quarter Payroll Tax Returns Due
July 31	2nd Quarter Payroll Tax Returns Due
October 31	3rd Quarter Payroll Tax Returns Due

Income Taxes
January 15	4th Estimated Tax Payment Due (for prior year)
March 15	Corporate Tax Returns Due (or extensions)
April 15	Individual, Partnership and Trust Tax Returns Due (or extensions)
April 15	1st Estimated Tax Payments Due
May 15	Non-Profit Tax Returns Due (or extensions)
June 15	2nd Estimated Tax Payments Due
July 15	Partnership and Trust Tax Returns Due (or 2nd Extension Request)
August 15	Individual Tax Returns Due (or 2nd Extension Request)
August 15	Non-Profit Tax Returns Due (or 2nd Extension Request)
September 15	Corporate Tax Returns Due (no further extensions available)
September 15	3rd Estimated Tax Payments Due
October 15	Individual, Partnership and Trust Tax Returns Due (no further extensions available)
November 15	Non-Profit Tax Returns Due (no further extensions available)