Client Resources

Tax & Holiday Calendar

The full 2026 planning year at a glance — federal holidays, IRS deadlines, and our firm’s monthly activities in one ledger.

January 2026

4 entries
  • JAN 1 THU
    New Year’s Day
    Holiday

    Federal holiday — IRS, banks, and most government offices closed.

  • JAN 15 THU
    Fourth-quarter 2025 estimated tax due
    Deadline

    Final quarterly estimated tax payment (Form 1040-ES) for individuals, and for calendar-year C corporations.

  • JAN 19 MON
    Birthday of Martin Luther King, Jr.
    Holiday

    Federal holiday — IRS, banks, and most government offices closed.

  • JAN 30 FRI
    Year-end close & payroll wrap-up
    CPA Activity

    Reconcile fourth-quarter payroll, verify vendor W-9s and EINs, and prepare annual Forms 940/941 workpapers.

February 2026

3 entries
  • FEB 2 MON
    W-2s & 1099-NEC due
    Deadline

    Furnish W-2 wage statements and Form 1099-NEC to recipients and file copies with the SSA/IRS. January 31 falls on a Saturday, so the deadline moves to Monday.

  • FEB 13 FRI
    Bookkeeping catch-up before filing peak
    CPA Activity

    Close prior-year books, chase missing documents, and reconcile bank and credit-card feeds before return preparation.

  • FEB 16 MON
    Washington’s Birthday
    Holiday

    Federal holiday — IRS, banks, and most government offices closed.

March 2026

2 entries
  • MAR 16 MON
    Partnership & S corporation returns due
    Deadline

    Calendar-year Forms 1065 and 1120-S due (March 15 falls on a Sunday); extensions run to September 15.

  • MAR 23 MON
    Extension triage
    CPA Activity

    Flag clients who need extensions for Form 1065 / 1120-S, and assess balance-due estimates with each.

April 2026

2 entries
  • APR 15 WED
    Individual returns due · Q1 estimates
    Deadline

    Federal Form 1040 due for the 2025 tax year; first-quarter 2026 estimated payment; deadline to file Form 4868 for the October 15 extension.

  • APR 24 FRI
    Post-filing-season review
    CPA Activity

    Send engagement letters for extended returns, document turnaround metrics, and file season workpapers.

May 2026

2 entries
  • MAY 15 FRI
    Mid-year planning kickoff
    CPA Activity

    Open 2026 tax projections for planning-tier clients and review prior-year carryforwards.

  • MAY 25 MON
    Memorial Day
    Holiday

    Federal holiday — IRS, banks, and most government offices closed.

June 2026

3 entries
  • JUN 15 MON
    Second-quarter 2026 estimates due
    Deadline

    Second quarterly estimated tax payment (Form 1040-ES).

  • JUN 19 FRI
    Juneteenth National Independence Day
    Holiday

    Federal holiday — IRS, banks, and most government offices closed.

  • JUN 26 FRI
    Books cleanup & estimated-tax check
    CPA Activity

    Confirm second-quarter vouchers cleared, and clean up AR/AP aging for business clients.

July 2026

2 entries
  • JUL 3 FRI
    Independence Day
    Holiday

    Federal holiday — IRS, banks, and most government offices closed. Falls on a Saturday — observed Friday.

  • JUL 17 FRI
    Retirement plan review
    CPA Activity

    Confirm SEP and solo 401(k) setups, and schedule contribution checks ahead of extended deadlines.

August 2026

1 entry
  • AUG 14 FRI
    CPE & software maintenance
    CPA Activity

    Complete staff continuing-education hours, renew e-file provider registrations, and update engagement templates.

September 2026

3 entries
  • SEP 7 MON
    Labor Day
    Holiday

    Federal holiday — IRS, banks, and most government offices closed.

  • SEP 15 TUE
    Q3 estimates · extended 1065 & 1120-S
    Deadline

    Third-quarter 2026 estimated payment; extended calendar-year partnership (1065) and S corporation (1120-S) returns due.

  • SEP 25 FRI
    Year-end planning season opens
    CPA Activity Next Up

    Invite planning clients to book sessions and review third-quarter estimated payments before year-end.

October 2026

3 entries
  • OCT 9 FRI
    Extended-return assembly
    CPA Activity

    Collect missing K-1s and source documents so extended returns clear the October 15 deadline.

  • OCT 12 MON
    Columbus Day
    Holiday

    Federal holiday — IRS, banks, and most government offices closed.

  • OCT 15 THU
    Extended individual returns due
    Deadline

    Extended federal Form 1040 filings for the 2025 tax year are due today.

November 2026

3 entries
  • NOV 11 WED
    Veterans Day
    Holiday

    Federal holiday — IRS, banks, and most government offices closed.

  • NOV 20 FRI
    Charitable-gift & harvest reminders
    CPA Activity

    Remind clients of the December 31 cutoff for charitable contributions and year-end capital-gain harvesting.

  • NOV 26 THU
    Thanksgiving Day
    Holiday

    Federal holiday — IRS, banks, and most government offices closed.

December 2026

2 entries
  • DEC 18 FRI
    Final planning & January prep
    CPA Activity

    Hold last year-end planning sessions, collect W-9s from new vendors, and stage January payroll checklists.

  • DEC 25 FRI
    Christmas Day
    Holiday

    Federal holiday — IRS, banks, and most government offices closed.

Looking Ahead

January 15, 2027 — Fourth-Quarter 2026 Estimated Tax Due. The final quarterly payment for the 2026 tax year (Form 1040-ES) lands right after New Year’s; we recommend funding it in December.

NOTICE

Disclaimer

This calendar tracks United States federal holidays and federal tax deadlines for 2026. State and local deadlines, including Hawaii, Virginia, Ohio, and New Jersey filings, differ — please consult our team directly before acting on any date shown here.