Clients of Williams & Kunkel, CPAs, LLP: same team, same office, same phone number.
Resources
Dates, checklists, and links worth keeping.
Tax deadlines for 2027, what to bring to your appointment, and the official sites we send clients to most.
2027 tax calendar
Key deadlines for calendar-year filers.
When a due date lands on a weekend or federal holiday, it moves to the next business day. The dates here already reflect that for 2027.
An extension gives you more time to file, not more time to pay. Tax owed is still due on the original date.
January 15 Friday
Fourth-quarter 2026 estimated tax payment.
February 1 Monday
Forms W-2 and 1099-NEC due to recipients and to the government.
March 15 Monday
S corporation (Form 1120-S) and partnership (Form 1065) returns, or an extension. Schedules K-1 go to owners.
April 15 Thursday
Individual (Form 1040) and C corporation (Form 1120) returns, or an extension. First-quarter 2027 estimated payment. Last day for 2026 IRA and HSA contributions.
May 17 Monday
Texas franchise tax report.
June 15 Tuesday
Second-quarter 2027 estimated tax payment.
September 15 Wednesday
Third-quarter 2027 estimated tax payment. Extended S corporation and partnership returns.
October 15 Friday
Extended individual and C corporation returns.
Tax appointment checklist
What to bring.
Not everything here applies to everyone. Bring what you have, and we'll tell you if anything is missing.
Individuals and families
- Last year's tax return, if we didn't prepare it
- Photo ID, and Social Security numbers and birth dates for everyone on the return
- Forms W-2 from each employer
- Forms 1099: interest, dividends, brokerage sales, retirement distributions, Social Security, and contract work
- Schedules K-1 from partnerships, S corporations, or trusts
- Form 1098 for mortgage interest, and property tax statements
- Form 1098-T and receipts for tuition
- Form 1095-A, if you had Marketplace health insurance
- Childcare provider's name, address, tax ID, and the amount you paid
- Records of charitable gifts
- Dates and amounts of any estimated tax payments
- Any letters from the IRS, including an Identity Protection PIN
- Bank routing and account numbers for direct deposit
Business owners
- Last year's business return, if we didn't prepare it
- Profit and loss statement and balance sheet for the year, or access to your accounting file
- December bank and credit card statements for every business account
- Year-end payroll reports
- Forms 1099 you received and copies of those you issued
- Equipment, vehicle, and other large purchases, with dates and cost
- Business mileage log
- Home office square footage and household expenses, if you work from home
- Year-end loan statements
- Any change in ownership during the year
Please send documents through the client portal or bring them to the office. Don't email anything that shows a Social Security or bank account number.
Official links
Check a refund or make a payment.
These go to government websites and open in a new tab.
Track a federal refund. IRS.
Pay a balance due or an estimated payment from your bank account.
See your balance, payments, and notices.
Get a six-digit PIN that keeps someone else from filing with your Social Security number.
Forms, due dates, and online filing. Texas Comptroller.
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