Helpful Tax Information and Forms in One Place
Access important resources from TransACTions, LLC, including our tax organizer and tax due dates.
Whether you’re preparing for an upcoming appointment, gathering documents for tax preparation, or looking ahead to an important deadline, these resources can help you stay organized.
If you have questions about any of the information below or need assistance with your accounting or tax situation, our team is here to help.
Resources to Help You Prepare and Stay Organized
Preparing for tax season or managing business tax responsibilities can involve a lot of information and important deadlines.
We’ve gathered some helpful resources here to make it easier to prepare for your tax appointment, organize the information you may need, and stay aware of upcoming tax due dates.
Select a resource below to get started.
Tax Organizer
Preparing your information before your tax appointment can help make the tax preparation process more efficient.
Our Tax Organizer is designed to help you gather and organize the information and documents that may be needed to prepare your tax return.
Download the organizer, review the information requested, and complete as much as possible before meeting with our team.
Please contact us if you have questions about the organizer or are unsure whether a particular document or piece of information is needed.
Tax Due Dates
- January 15, 2027: Q4 2026 final estimated tax payment due.
- April 15, 2027: Q1 2027 estimated tax payment due.
- June 15, 2027: Q2 2027 estimated tax payment due.
- March 15, 2027: Calendar-year partnerships and S-corporation returns due.
- April 15, 2027: Individual federal income tax returns (Form 1040) and C-corporation returns due.
- October 15, 2027: Extended deadline to file individual returns if an extension was requested.