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Tools & Resources

Access helpful tools, calculators, and resources to manage your finances and stay informed about important tax dates and requirements

Quick Links

IRS Official Wesbite
 

Access forms, make payments, and get tax information directly from the IRS

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California Franchise Tax Board

State tax forms, make payments and get information for California Residents

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AICPA Resources
 

American Institute of CPAs professional resources​

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Financial Calculators

Tax Withholding Calculator

Estimate how much tax will be withheld from your paycheck to avoid surprises

Calculate

Retirement Savings Calculator

See how much you need to save for retirement based on your goals and timeline

Calculate

Mortgage Calculator

Estimate your monthly mortgage payment in seconds using basic loan details

Calculate

Helpful Downloads

New Client Tax Organizer

Download

**Existing Clients - Please contact office for a customized Organizer**

Engagement Letter

Download

Outlines the services provided and expectations for your tax engagement.

Important Tax Dates 2026

January 31

Employer Forms Due (W2, 1099)

April 15

Individual Tax Returns Due

June 15

Q2 Estimated Payments Due

October 15

Extended Returns Due

March 15

S-Corp & Partnership Returns Due

April 15

Q1 Estimated Payments Due

September 15

Q3 Estimated Payments Due

January 15, 2027

Q4 Estimated Payments Due

Need Additional Resources?

Can't find what you're looking for? Our team is here to help you with any questions or provide additional resources tailored to your needs.

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