SECURE UPLOAD
Send tax forms and statements securely. Please don’t email sensitive documents.
Upload →Key tax dates, on one page.
Federal and Virginia deadlines for calendar-year
filers. When a date falls on a weekend or holiday,
it moves to the next business day.
Jan 15
Fourth-quarter estimated payment for the prior year (federal & Virginia)
Mar 15
Partnership and S corporation returns, or extensions
Apr 15
Federal individual returns or extensions, and tax due; first-quarter federal estimated payment Estimates paid
May 1
Virginia individual returns; first-quarter Virginia estimated payment
Jun 15
Second-quarter estimated payment (federal & Virginia)
Sep 15
Third-quarter estimated payment; extended partnership and S corporation returns
Oct 15
Extended federal individual returns
Nov 1
Extended Virginia individual returns
BEFORE YOUR PLANNING SESSION — WHAT TO BRING
A little preparation goes a long way.
Last year’s federal and state returns (new clients)- Your most recent pay stubs
- Year-to-date investment & retirement statements
- Estimated payments you’ve made this year
- Business owners: year-to-date profit & loss
- Changes ahead: a sale, move, marriage, or retirement
HELPFUL LINKS — STRAIGHT TO THE SOURCE