Texas State Board of Public Accountancy License #094281 Galleria & Downtown Houston, TX
(346) 296-0942
Accrivon Est. 1994

Accounting Group

Client Portal Book Consultation
2026 Tax Season Preparation

Digital Tax Season Organizer

Answer a few quick questions to build a personalized document checklist before uploading to your client portal.

Step 1 of 3

Taxpayer Identity & Filing Status

Custom Checklist

11 Items Needed
1
Government Issued ID / Driver License (State of Texas or US Passport)
2
Social Security Cards / ITINs for self, spouse, and dependents
3
Prior Year 2024 Federal & Texas State Tax Return PDF
4
Direct Deposit Bank Routing & Account Number for IRS Refunds
5
2025 LLC Profit & Loss Statement (QuickBooks / Excel)
6
2025 Form 1099-K (Payment Processors like Stripe, Square, Toast)
7
Texas Comptroller Franchise Tax Account ID & PIR Records
8
Business Bank Statements & Credit Card Reconciliation Reports
9
Form 1099-B Consolidated Brokerage Statements (Schwab, Fidelity, E*TRADE)
10
Form 1099-DIV & 1099-INT Dividend and Interest Income Statements
11
Crypto Tax Report CSV / Gain Loss Summary (Coinbase, Binance, Ledger)

Tax Season Calendar & Texas Comptroller Deadlines

March 15, 2026Business

S-Corp (1120-S) & Partnership (1065) Federal Tax Deadline

File Form 1120-S/1065 or apply for 6-month extension (Form 7004).

April 15, 2026Individual & C-Corp

Individual Tax Return (1040) & C-Corp (1120) Filing

File Form 1040 or apply for 6-month extension (Form 4868). First Q1 Estimated Payment due.

May 15, 2026Texas State

Texas Franchise Tax & PIR Filing Deadline

Texas Comptroller Franchise Tax Return (Form 05-158) or No Tax Due Report due.

June 15, 2026Quarterly

Q2 Estimated Tax Payment Due

Federal & state quarterly tax estimate payments due for business owners and high earners.

September 15, 2026Business

Extended S-Corp & Partnership Filing Deadline

Final deadline for S-Corps and Partnerships on Form 7004 extension.

October 15, 2026Individual

Extended Individual Tax Filing Deadline

Final deadline for individual taxpayers who filed Form 4868 extension.