Tax calendar
A plan beats
a last-minute scramble.
This is an organizing timeline, not a list of current IRS deadlines. Confirm applicable dates directly with the IRS or your preparer. [VERIFY]
Your plan
A calmer season,
in four moves.
Use this as a guide to stay ahead. It doesn’t replace the official calendar.
As forms arrive
Gather
Collect income statements as they arrive.
Before you file
Confirm
Check the filing and payment dates that apply to you.
With time to spare
Review
Leave time to review your information and ask questions.
Hand-off
Hand it off
Share everything with your specialist with time to spare.
Documents
What to have ready.
Nothing more.
A starting list for your situation. Your specialist may ask for something else once they review your case.
Your document checklist- Identification for you and anyone on your return
- Income forms such as W-2 or 1099
- Last year’s return, if you have it
- Records for expenses you’d like reviewed
FAQ
A few less
question marks.
Good questions deserve straightforward answers.
Talk to a specialistAre these the official IRS deadlines?
No. This page is an organizing guide. Confirm the dates that apply to you on IRS.gov or with your specialist.
What if I need more time?
Extensions may be available in some cases. Ask your specialist which options apply to you. [VERIFY]
When should I start?
As soon as your income forms arrive. Starting early leaves room to answer questions without rushing.
We’ll take it from here
Stay ahead
this season.
Join early access and we’ll let you know when Taxwift opens.