Client resources
Ready for tax time.
What to bring
- Photo ID and Social Security cards
- W-2s and 1099s
- Last year’s tax return
- Bank details for direct deposit
- Receipts for deductions
- Business income and expense records
Key dates for 2027
February 1
W-2s and 1099s arrive.
March 15
Business returns are due.
April 15
Personal returns are due.