Sample posts · general information, not tax advice
Guides, in plain English.
Short, practical notes by quarter. General information, not tax advice.
Bookkeeping
· sample
What “closed books” actually means
A month is closed when every account matches its statement and nothing is left uncategorised. Here's the checklist we use.
Tax
· sample
Quarterly estimates without the panic
How to set aside money for estimated tax each month so the quarterly payment is already there.
Bookkeeping
· sample
The receipts you actually need to keep
Not every coffee needs a photo. A practical list, and the threshold we suggest to clients.
Payroll
· sample
Hiring your first employee: the payroll checklist
Registrations, forms and pay-run setup in the order they happen.
Planning
· sample
Year-end in four meetings
How we spread year-end over Q4 so January is calm.
Bookkeeping
· sample
Catching up on years of books
Why we start with the oldest month, and what a fixed-scope rebuild looks like.
The year at a glance · sample dates
The year’s dates.
Sample US-style dates. Rules and dates change; check with your tax authority or a licensed professional.
DATE
WHAT
Jan 15
Q4 estimated tax
Next up
Jan 31
W-2 and 1099-NEC forms
Send to workers and file
Mar 15
Partnership & S-corp returns
Or file an extension
Apr 15
Personal returns & Q1 estimates
Extension available
Jun 15
Q2 estimated tax
Sep 15
Q3 estimates & extended entity returns
Oct 15
Extended personal returns
Final extended date
Monthly / quarterly
Sales tax filings
Depends on your state
Sample deadlines, verify for your jurisdiction.