Client Resources

Helpful resources, tools, and information to support your tax planning and business success. Download checklists, access important links, and stay informed about tax deadlines.

Tax Preparation Resources

Tax Document Checklist

Essential documents you'll need for tax preparation

Personal Information:

• Social Security cards
• Birth dates for dependents
• Previous year tax return
• Bank account information

Income Documents:

• W-2 forms from employers
• 1099 forms (all types)
• Business income records
• Rental property income

Important Tax Dates 2025

Individual Tax Returns Due April 15, 2025

Extension Deadline October 15, 2025

Q1 Estimated Taxes April 15, 2025

Q2 Estimated Taxes June 16, 2025

Tax Saving Tips

Keep detailed records of all business expenses
Maximize retirement account contributions
Consider tax-advantaged investment accounts
Track charitable donations and receipts

Business Resources

Business Startup Checklist

Essential steps to start your business properly

Choose business structure (LLC, Corp, etc.)

Obtain EIN (Federal Tax ID)

Set up business bank account

Implement bookkeeping system

Bookkeeping Best Practices

Separate business and personal expenses
Record transactions immediately
Reconcile bank accounts monthly
Save all receipts and invoices

Business Tax Deadlines

Partnership Returns (1065) March 15

S-Corp Returns (1120S) March 15

C-Corp Returns (1120) April 15

Quarterly Payroll Reports Jan 31, Apr 30, Jul 31, Oct 31

Need Personalized Guidance?

Our experienced team is here to help you navigate complex tax and business situations. Schedule a consultation for personalized advice.

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Madrigal Tax Firm