Client Resources — VR Tax & Consulting Inc.

Line 01 Deadlines

The clock that matters.

—

days until the next IRS deadline

Federal tax due dates, 2026–2027
Date	What's due	Who it applies to
Sep 15, 2026	Q3 2026 estimated tax payment	Individuals & corporations paying estimates
Sep 15, 2026	Extended 2025 S‑corp & partnership returns	Businesses on extension
Oct 15, 2026	Extended 2025 individual returns (Form 1040)	Individuals on extension
Jan 15, 2027	Q4 2026 estimated tax payment	Individuals paying estimates
Feb 1, 2027	W‑2 and 1099‑NEC forms due to recipients & IRS	Employers & businesses that paid contractors
Mar 15, 2027	2026 S‑corp & partnership returns (or extension)	S‑corps & partnerships
Apr 15, 2027	2026 individual & C‑corp returns · Q1 2027 estimates	Everyone — the big one
Jun 15, 2027	Q2 2027 estimated tax payment	Individuals paying estimates
Sep 15, 2027	Q3 2027 estimated tax payment	Individuals & corporations paying estimates
Oct 15, 2027	Extended 2026 individual returns (Form 1040)	Individuals on extension

Dates shift when they land on weekends or holidays, and state deadlines differ. When in doubt, ask us — that's the point of having a CPA.

Line 02 Quick tools

Straight to the source.

Client portal Secure document exchange → Make a payment Pay your invoice online → Where's my refund? IRS.gov — updates daily → Withholding estimator IRS.gov — check your W‑4 → IRS forms & publications IRS.gov — every form, current year → Pay the IRS directly IRS.gov — Direct Pay & plans → Tax appointment checklist What to bring to your appointment → Taxpayer Bill of Rights IRS.gov — know your rights → Newsletter Tax tips, monthly, no spam →

Line 03 Record retention

What to keep, and for how long.

The shredder can be as dangerous as the shoebox. The short version of the rules:

Record	Keep for	Why
Filed tax returns	Forever	Proof of filing; the IRS has no statute of limitations on unfiled returns
Supporting documents (W‑2s, 1099s, receipts, deductions)	7 years	Covers the audit window, including the 6‑year rule for substantial underreporting
Home purchase & improvement records	Ownership + 7 years	Establishes basis when you sell
Investment & brokerage records	Sale + 7 years	Documents gains, losses, and basis
Business payroll & employment tax records	7 years	IRS requires at least 4; employment disputes can reach further
Business asset & depreciation records	Disposal + 7 years	Supports depreciation taken over the asset's life
Bank & credit card statements	7 years	Backstop when a receipt is missing

General guidance, not a substitute for advice on your situation — some records (legal, estate, contested matters) should be kept longer. Ask before you shred.

Everything clients reach for, one page.

The clock that matters.

Straight to the source.

What to keep, and for how long.

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