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Mon–Fri · 9 AM–5 PM · Kennesaw, GA
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Resources

Helpful Tools for a Smoother Tax Season.

Checklists, important deadlines, frequently asked questions and educational resources to help you stay informed and prepared.
View Tax Deadlines
Tax Preparation Checklists

Get Prepared for Your Appointment

Use our checklists to gather the documents for a faster, more accurate tax return. Bring only the items that apply to you.

Individual Tax Checklist

A complete list of documents to help you prepare for your personal tax appointment.

Download Individual Checklist (PDF)

Business Tax Checklist

The documents you need for your business tax return or consultation.

Download Business Checklist (PDF)
Important Tax Deadlines

Stay on Track.

Key federal and state deadlines for the 2027 filing season.
📅  January 15, 20274th quarter 2026 estimated tax payment
📅  February 1, 2027W-2 and 1099-NEC forms due to workers and the IRS (January 31 falls on a Sunday)
📅  March 15, 2027S corporation (1120-S) and partnership (1065) returns due
📅  April 15, 2027Individual (1040) and C corporation (1120) returns due, plus 1st quarter 2027 estimated payment. Georgia individual returns are also due.
📅  June 15, 20272nd quarter 2027 estimated tax payment
📅  September 15, 20273rd quarter estimated payment, and extended S corporation and partnership returns due
📅  October 15, 2027Extended individual and C corporation returns due

Dates shown are for calendar year filers. When a deadline falls on a weekend or holiday, it moves to the next business day.

View the IRS Tax Calendar
Tax Resources & Guides

Helpful Information for Individuals and Businesses

Educational resources to help you make informed decisions throughout the year.

Tax Tips & Planning Strategies

Helpful tips to maximize your tax savings.

Common Deductions & Credits

Learn about deductions and credits you may qualify for.

Forms & Publications

Access important IRS forms and publications.

Business Resources

Information for business owners, self employed individuals and new startups.

Frequently Asked Questions

Answers to common tax questions.

Frequently Asked Questions

Find Quick Answers.

Answers to common questions about tax preparation, documents, filing and more.
See our individual and business checklists, or download them above. You can bring documents in person or upload them through the Client Center.
Yes. You can upload your documents through the Client Center and meet with us by phone, so you don’t have to come into the office.
It depends on your situation and how complete your documents are. Once we have everything we need, we’ll give you an expected timeline.
We’ll confirm when your return is accepted, and your completed copies will be available in the Client Center under My Documents.
We can file an extension to give you more time to file. An extension gives you more time to file, not more time to pay, so we’ll help you estimate any balance due.
Yes. We offer monthly bookkeeping, financial statements and payroll services for businesses. See our Business Services page.

Still Have Questions?

We’re here to help. Contact us or schedule an appointment today.
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Call 770-627-5255