Save the Date

Staying on top of key tax deadlines can help you avoid penalties and reduce last-minute stress. Below are some important dates to keep in mind as you prepare for the 2025 tax season

📅 Client Due Dates for the 2025 Tax Season

〰️

📅 Client Due Dates for the 2025 Tax Season 〰️

To ensure we can prepare and file your return accurately and on time, please note the following client submission deadlines:

Engagement Letter Deadlines

  • February 20, 2026
    Deadline to accept your Business Engagement Letter

  • February 27, 2026
    Deadline to accept your Personal Engagement Letter

Information Submission Deadlines

  • February 20, 2026
    Deadline to submit Business tax information for timely filing

  • March 21, 2026
    Deadline to submit Personal tax information for timely filing

🗓️ 2025 Tax Filing Deadlines

〰️

🗓️ 2025 Tax Filing Deadlines 〰️

Individual Taxpayer Deadlines

  • January 15, 2026
    Final estimated tax payment for 2025 is due

  • April 1, 2026
    Deadline for 2025 Required Minimum Distributions (RMDs)
    (if you turned 73 in 2025)

  • April 15, 2026 — Tax Day
    Deadline to file 2025 federal income tax returns, make IRA/HSA contributions, and request a filing extension

  • October 15, 2026
    Extended deadline for individuals who filed an extension

Business Tax Deadlines (Calendar-Year Entities)

  • March 16, 2026
    Partnership and S-Corporation returns are due

  • April 15, 2026
    C-Corporation returns are due

Engagement Letters & Outstanding Invoices

You will receive an official 2025 Engagement Letter through Canopy outlining services, fees, and our terms of engagement.

Please review and sign this document as soon as possible.

All engagement letters must be signed by February 13, 2026, and any outstanding balances must be resolved in order for us to continue providing accounting and tax services.