Dates & Deadlines

JANUARY

CFO on the Go!

Your year-end packet will be delivered to you and your accountant in January with everything needed for income taxes.
If you have bank, credit card, or loan accounts that end on a date after the 5th of January, your year-end packet will be delivered between January 15th and February 5th.
Missing documentation? Your year-end packet will be delivered in January along with a list of missing information for your tax preparer.
NEW If Bell Solutions is filing your income taxes, your business tax return will be prepared upon the close of December, in January.

Accounting Services

The information that has been supplied through January 20th will be available in QuickBooks for your tax preparer to access, no later than January 25th.

FEBRUARY

Timely Handoff Commitment

We guarantee that all information that has been supplied will be available for your tax preparer no later than February 15 each year, so that the income tax process can begin timely. Furthermore, we guarantee that no changes will be made to your QuickBooks once information has been provided to your tax preparer.

MARCH

Partnership & S-Corporation Income Taxes are due March 16, 2026.

APRIL

Individual Income Taxes & Schedule C returns are due April 15, 2026.