Client Resources

Accounting, tax and wealth building tools to help small businesses chart a course towards achieving their goals.

Upcoming Dates

January 15, 2022 – Individuals:  Fourth installment of 2021 estimated income tax due
February 1, 2022 – Businesses:  2021 Forms W-2 due to employees and the SSA
February 1, 2022 – Businesses:  4Q21 Form 941 and 2029 Form 940 due to the IRS
February 1, 2022 – Businesses:  2021 Forms 1099 due to recipients
February 1, 2022 – Businesses:  2021 Form 1099-NEC must be filed with the IRS the IRS
February 15, 2022 – Individuals:  Fourth installment of 2021 estimated income tax due if located in Louisiana or Ms due to special Hurricane Ida extension
February 15, 2022 – Individuals & Businesses:  Extended 2020 tax return due date if located in Louisiana or Ms due to special Hurricane Ida extension
March 1, 2022 – Businesses:  2021 Forms 1099 (other than 1099-NEC) due to IRS if paper filed
March 15, 2022 – Partnerships:  2021 Income Tax Return Due (or six-month extension due)
March 15, 2022 – S Corporations:  2021 Income Tax Return Due (or six-month extension due)
March 15, 2022 – Last day to make election to be taxed as an S Corporation for 2022 tax year
March 31, 2022 – Businesses:  2021 Forms 1099 (other than 1099-NEC) due to IRS if e-filed

April 18, 2022 – Individuals:  2021 Income Tax Returns Due (or six-month extension due)
April 18, 2022 – Individuals:  Deadline to make IRA contributions towards 2021
April 18, 2022 – Individuals:  First installment of 2022 estimated income tax due
April 18, 2022 – C Corporations:  2021 Income Tax Returns Due (or six-month extension due)
April 18, 2022 – C Corporations:  First installment of 2022 estimated income tax due
April 18, 2022 – Trusts and Estate:  2021 Income Tax Returns Due (or extension due)
April 30, 2022 – Businesses:  1Q22 Form 941 due to the IRS
May 16, 2022 – Non-Profits:  2021 Tax Returns Due (or extension due)
June 15, 2022 – Individuals:  Second installment of 2022 estimated income tax due
June 15, 2022 – C Corporations:  Second installment of 2022 estimated income tax due

August 1, 2022 – Businesses:  2Q22 Form 941 due to the IRS
September 15, 2022 – Individuals:  Third installment of 2022 estimated income tax due
September 15, 2022 – Partnerships:  Extended 2021 Income Tax Returns Due
September 15, 2022 – S Corporations:  Extended 2021 Income Tax Returns Due
September 15, 2022 – C Corporations:  Third installment of 2022 estimated income tax due

October 1, 2022 – Trust and Estates:  Extended 2021 Tax Returns due
October 15, 2022 – Individuals:  Extended 2021 Income Tax Returns Due
October 15, 2022 – Individuals:  Deadline to make SEP-IRA Contributions towards 2021 (or tax return filing date, if earlier)
October 15, 2022 – C Corporations:  Extended 2021 Income Tax Returns Due
November 1, 2022 – Businesses:  3Q22 Form 941 due to the IRS
November 15, 2022 – Trusts and Estates:  Extended 2021 Income Tax Returns Due
December 15, 2022 – C Corporations:  Fourth installment of 2022 estimated income tax due

Client Downloads

2021 Individual Tax Organizer

Contact us to find out how this affects your Company Value.

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