Resources
Tools, deadlines, and resources to keep your business organized and on track.
Deadlines & Updates
Key reminders to help you stay on track throughout the year.
Updated regularly based on current IRS and state requirements.
Important Tax Deadlines
Quarterly Estimated Taxes: April, June, September, January
1099 Filing Deadline: January 31
Business Tax Returns: March 15 (S-Corps/Partnerships), April 15 (Individuals/Sole Props)
Need more time? File an extension before the deadline
Important Updates
Pennsylvania Annual Reports (Starting 2025):
All PA businesses must file an annual report to remain in good standing1099 Reporting Changes:
The reporting threshold is expected to increase from $600 to $2,000 starting in 2026Mileage Rate Updates:
2025: $0.70 per mile
2026: $0.725 per mile
Good Habits to Stay Ahead
Keep track of business mileage throughout the year
Collect W-9s before paying contractors
Review employee payroll info regularly (address, marital status, dependents)
Gather tax documents early—don’t wait until April
Planning Tips
Consider making estimated quarterly payments if you don’t have taxes withheld
Look into IRA or HSA contributions to reduce taxable income
Keep organized records of:
income & expenses
payroll reports
bank & loan statements
prior year tax return
Common Mistakes to Avoid
Waiting until tax season to organize your books
Not setting aside money for taxes
Paying contractors without collecting a W-9 first
Mixing personal and business expenses
Missing quarterly tax payments
Staying on top of deadlines can feel overwhelming—this is where I come in.
Not sure which forms apply to your business or how to handle them?
Important Forms
Common forms small business owners and contractors may need throughout the year.
W-9 (Request for Taxpayer Identification Number)
Used to collect information from contractors before issuing a 1099W-4 (Employee Withholding Form)
Completed by employees to determine tax withholdings1099-NEC (Contractor Income Form)
Used to report payments made to independent contractors1096 (1099 Summary Form)
Summary form required when filing 1099s by mailSS-4 (EIN Application Form)
Used to apply for a federal Employer Identification NumberForm 941 (Quarterly Payroll Tax Return)
Filed to report payroll taxes for employeesSchedule C (Business Income – Sole Proprietors)
Reports income and expenses for sole proprietorsForm 2553 (S-Corporation Election Form)
Used to elect S-Corp status (typically filed with guidance from a tax professional)
Quick Links
Need help figuring out what applies to you? I’ve got you.