2026 Deadlines
Internal Deadlines and Providing Required Information
In order for us to guarantee your return can be completed without an extension, we’ll need your complete information in our office no later than:
- 1065 & 1120S – February 15th
- 1040, 1041, 1120 CYE – March 1st
- 990 CYE – April 15th
Complete Information Includes
For Individuals:
- Completed organizer & questionnaire
- Signed engagement letter
- All source documents
For Businesses:
- Books w/ bank statements reconciled through 12/31
- Income and expense information totaled and ideally provided in an income statement and balance sheet format.
IRS Deadlines
In order for us to guarantee your return can be completed without an extension, we’ll need your complete information in our office no later than:
- 1065 & 1120S – March 16th, 2026
- 1040, 1041, 1120 CYE – April 15th, 2026
- 990 CYE – May 15th, 2026
IRS Payments
Create an IRS Individual Online Account today for security and convenience
IR-2026-21, Feb. 3, 2026
WASHINGTON – The Internal Revenue Service encourages all taxpayers to create an IRS Individual Online Account to access their tax account information securely online and to help protect against identity theft and fraud.
The IRS Individual Online Account is available to anyone who can verify their identity. Tax professionals can support this effort by encouraging clients to use an IRS Individual Online Account and by using their own Tax Pro Account to complete authorized actions on their clients’ behalf.
With the same convenience as online banking, taxpayers can use the IRS Individual Online Account to:
- View key tax return information, such as their adjusted gross income.
- Request an individual protection PIN and access it throughout the year.
- Check the status of their refund.
- Confirm the status of their amended return.
- Get account transcripts, including wage and income records.
- Approve power of attorney and tax information authorization requests.
- Edit language preferences and request alternative media.
- Receive and view over 200 IRS digital notices.
- Make and cancel payments.
- Set up or modify payment plans and check their balance.
- Access tax documents online
In early 2025, the IRS expanded the IRS Individual Online Account to allow taxpayers to view and download certain tax documents, including:
- Form W-2, Wage and Tax Statement.
- Form 1095-A, Health Insurance Marketplace Statement.
- Form 1099-NEC, Nonemployee Compensation.
- Form 1099-DIV, Dividends and Distributions.
- Form 1099-INT, Interest Income.
- Form 1099-MISC, Miscellaneous Information.
A full list of information return documents is available on IRS.gov.
Information return documents are filed and reported by employers, financial institutions, government agencies, and other payers to both the payees and the IRS. These documents provide information that can help taxpayers file their returns. The information is available for tax years 2023, 2024, and 2025 and can be found under the Records and Status tab in the taxpayer’s IRS Individual Online Account.
For more information, visit IRS Online Account for Individuals – Frequently Asked Questions on IRS.gov.
The IRS is now required to accept and issue all payments by electronic means. While paper checks will still be accepted for the near future, their processing may be significantly delayed. These delays may mean you’ll receive letters from the IRS about balances due while your check is awaiting processing. For these reasons, we recommend all payments be made electronically moving forward and can assist with this as needed.
The best way to interact with the IRS is through your Taxpayer Account.
Individual Taxpayer Accounts can be setup here: https://www.irs.gov/payments/online-account-for-individuals
Business Tax Accounts can be setup here: https://www.irs.gov/businesses/business-tax-account
State and Jurisdiction Payments
Oregon Payments - https://revenueonline.dor.oregon.gov/
City of Portland/Multnomah County - https://pro.portland.gov/