Important Tax Dates and filing information

The 2025 tax filing season will begin on Monday, January 27, 2025. In order to help you prepare for tax season, we have a few reminders and tips to help streamline processes.

VERIFY AND UPDATE IDENTIFICATION NUMBERS

Prior to sending your tax information to us, please be certain to verify and update the following information:

• Identity Protection Personal Identification Number (IP PIN) for the 2025 tax season. Your IP PIN is valid only for federal income tax returns and this number changes annually.
• Social Security number (for you and family members)
• Individual Taxpayer Identification Numbers
• Adoption Taxpayer Identification Numbers
• Direct Deposit information

INCOME RECORDS

If you have multiple sources of income, make certain you have the correct records and forms documenting the income earned in 2024 including:

• W-2
• 1099
• K-1

You may receive income forms for dividends, interest, retirement plans, pension plan distributions, certain disability benefits, income earned from gig employment, freelance work, royalties, digital assets, debt cancellation, or unemployment compensation.

DEADLINES FOR BUSINESS RETURNS

If you are a member of a partnership or a shareholder in an S corporation, the deadline for filing these business returns is Monday, March 17^th.

Calendar-year C corporation tax returns are due April 15th.

DEADLINE FOR INDIVIDUAL RETURNS

Tuesday, April 15, 2025, is the federal deadline for individual returns.

ESTIMATED PAYMENTS FOR INDIVIDUALS

The first quarter estimated tax payment for Individuals is due April 15^th. See below for all 2025 estimated tax payment dates.

WHERE’S MY REFUND?

The IRS updates their information each day on the Where’s My Refund tool. To check the status of your refund, click the tab on our menu list. You will need your SSN or ITIN shown on your tax return to access this information.