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Services

Tax preparation & planning

Business and personal returns, planned before year end.

Bookkeeping & monthly close

Reconciled books, closed by the 10th of every month.

Advisory

Cash-flow forecasts, entity choices and a monthly review.

Audit & assurance

Reviews, compilations and audits for lenders and boards.

All services →

Industries

Dental & medical

Practice entities, owner pay, buy-ins.

Construction

Job costing and bonding statements.

Restaurants

Tips, payroll and food-cost reporting.

Nonprofits

Form 990, restricted funds, audits.

Retail & trades

Inventory, sales tax and seasonal cash.

Real estate

Rentals, 1031 exchanges, depreciation.

All industries →

Partners

Eleanor Ashcombe, managing partner, portrait

Eleanor Ashcombe

Managing partner · tax

Daniel Reed, tax partner, portrait

Daniel Reed

Tax partner · CPA, CFP

Denise Carter, audit partner, portrait

Denise Carter

Audit partner

Robert Hale, advisory partner, portrait

Robert Hale

Advisory partner

Meet the firm →

Fees

Tax calendar

Blog

Contact

Client portal

Book a consultation

Tax calendar 2026

Every federal date, in one place.

Next up: extended individual returns on October 15. Clients get each date in their portal with what is due.

Next deadline

Extended individual returns

Form 1040. Send what is missing by October 1 and we file before the deadline, not on it.

The dates that matter this year

Federal dates. Your state may add its own; your partner sends both.

Federal tax deadlines
DateWhat's dueApplies toStatus
Jan 15Fourth-quarter estimated taxForm 1040-ES, for the prior yearIndividuals
Jan 31W-2 and 1099-NEC to recipients and filedEmployers and anyone paying contractorsPayroll
Jan 31Fourth-quarter payroll return and annual FUTAForms 941 and 940Payroll
Mar 15S corporation and partnership returnsForms 1120-S and 1065, or an extensionBusinesses
Apr 15Individual returns and extensionsForm 1040 or Form 4868Individuals
Apr 15First-quarter estimated taxIndividuals and sole proprietorsIndividuals
Apr 15C corporation returnsForm 1120, calendar-year corporationsBusinesses
Apr 30First-quarter payroll returnForm 941Payroll
May 15Nonprofit returnsForm 990 for calendar-year organisations, or Form 8868Nonprofits
Jun 15Second-quarter estimated taxIndividuals and sole proprietorsIndividuals
Jul 31Second-quarter payroll returnForm 941Payroll
Sep 15Third-quarter estimated taxIndividuals and sole proprietorsIndividuals
Sep 15Extended S corporation and partnership returnsForms 1120-S and 1065Businesses
Oct 15Extended individual returnsForm 1040Individuals
Oct 15Extended C corporation returnsForm 1120Businesses
Oct 31Third-quarter payroll returnForm 941Payroll
Nov 15Extended nonprofit returnsForm 990Nonprofits
Dec 15Fourth-quarter corporate estimated taxCalendar-year corporationsBusinesses

General information for the federal calendar. Confirm dates for your situation with your advisor.

Dates move to the next business day when they fall on a weekend.

View the full tax calendar

Quarterly tax estimate

What to set aside each quarter

Two quick estimates from the figures you already know. Your partner confirms both at the first consultation.

Revenue minus expenses, before your own draws.

Wages, interest, a spouse’s pay on a joint return.

Withholding from wages plus estimates paid so far.

Pay each quarter

$8,165

Estimated tax for the year $32,660

Taxable income
$95,422
Self-employment tax
$16,955
Federal income tax
$15,705
Already withheld or paid
$0
Still to pay
$32,660

Payment dates

  • Apr 15, 20261st payment
  • Jun 15, 20262nd payment
  • Sep 15, 20263rd payment
  • Jan 15, 20274th payment
Book a planning call

An estimate for planning, not tax advice. It leaves out credits, the QBI deduction, state tax and anything else particular to you. Your partner works out the real figure with you.

Missed a date?

Call us before the IRS calls you.

Penalties grow every month, so the first step is to file what you can and pay what you can. We do both, and we ask for penalty relief where it applies.

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File now, even if you can't pay in full

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Ask for first-time penalty relief

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Set up a payment plan if you need one

Questions

Before you book

Anything else goes to your partner at the consultation.

Do I have to use all of your services?

No. Most clients start with one. The engagement letter lists only what you ask for.

Which bookkeeping software do you work in?

We work in the software you already use, and we can recommend one if you are starting fresh.

Can you take over mid-year?

Yes. We start with a catch-up close and agree the fee for it separately in the letter.

Do you file state returns?

Yes, for every state where you or your business has a filing requirement.

Free consultation

Bring last year’s return. We’ll take it from there.

An hour with a partner, at our office in New York or Montclair or by video. You leave with a written scope and a fixed fee.

What to bring

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Last year’s federal and state returns

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Recent bank and card statements

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Any IRS or state notices you have received

Eleanor Ashcombe, managing partner, portrait

Eleanor Ashcombe

Managing partner · takes most first consultations

Tell us about your business

A partner replies within one business day.

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CPAs for owner-run businesses and the families behind them.

118 West 27th Street, New York

21 Church Street, Montclair

© 2026 Ashcombe & Reed, CPAs · Licensed in NY and NJ · AICPA member

Ashcombe & Reed is a fictional firm.

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