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Downloadable Tax Forms

Access the essential documents required for your tax filing. Download and complete these forms to streamline your accounting process with Evergreen Tax and Accounting.

Tax Preparation Checklist
Client Intake Form
Business Intake Form
Self Employed Worksheet
Rental Expense Worksheet
Quarterly Estimated Worksheet

Key Tax Deadlines & Extensions

Individual Tax Deadlines

Business Tax Deadlines

April 15: Standard filing deadline for individual tax returns (Form 1040).

March 15: Deadline for S‑Corporation and Partnership returns (Forms 1120‑S and 1065).

June 15: Filing deadline for U.S. citizens and residents living abroad.

October 15: Extended deadline for individual tax returns if a timely extension was filed by 4/15.

April 15: Deadline for C‑Corporation returns (Form 1120).

September 15: Extended deadline for S‑Corps and Partnerships if a timely extension was filed by 3/15.

October 15: Extended deadline for C‑Corporation returns if a timely extension was filed by 4/15.

Extensions

A tax extension provides additional time to prepare and file an accurate tax return; however, it does not extend the deadline to pay any tax liability due. To help avoid additional penalties, late-filing fees, and interest, be sure to request an extension by the original filing deadline. If you anticipate owing taxes, making an estimated tax payment with your extension is recommended.

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At Evergreen Tax and Accounting, our experts assist you in navigating the extension process effectively. We manage the documentation and strategic planning required to maintain compliance and protect your financial health.

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