📬 Your Comprehensive Guide to the 2025-2026 Tax Season

🏢 For Our Business Clients (S-Corps & C-Corps)

Key Corporate Tax Changes for 2025

Recent legislation (the "One Big Beautiful Bill Act") has introduced major changes for businesses for the 2025 tax year. The most significant updates include:

  • Permanent 100% Bonus Depreciation: Businesses can once again immediately expense 100% of the cost of qualified new investments.
  • Immediate R&D Expensing: The requirement to amortize R&D expenses over 5 years has been repealed. You can now fully expense domestic R&D costs in the year they are incurred.

S-Corporation (Form 1120-S) Deadlines

S-Corporations are "pass-through" entities. The business files Form 1120-S, and you (the shareholder) receive a Schedule K-1 to use on your personal return.

  • Main Filing Deadline: **March 16, 2026** (since March 15 is a Sunday).
  • Extension Deadline (Form 7004): **September 15, 2026**.

C-Corporation (Form 1120) Deadlines

C-Corporations are separate tax-paying entities with a 21% flat tax rate.

  • Main Filing Deadline: **April 15, 2026**.
  • Extension Deadline (Form 7004): **October 15, 2026**.

2026 Corporate Estimated Tax Deadlines

Corporations must make quarterly estimated tax payments. Note the Q4 deadline is different from the individual deadline.

  • Q1: April 15, 2026
  • Q2: June 16, 2026 (June 15 is a Sunday)
  • Q3: September 15, 2026
  • Q4: December 15, 2026

👤 For Our Individual Clients (Form 1040)

Key Individual Deadlines (2026 Filing Season)

  • Employers Send W-2s: **February 2, 2026** (Updated from, as Jan 31 is a Saturday).
  • Tax Day (File & Pay): **April 15, 2026** (Updated from, per).
  • Extension Deadline (File Only): **October 15, 2026** (Updated from, per).

Estimated 2026 Refund Schedule

The schedule varies by your filing method. E-file with direct deposit is always the fastest way to get your refund.

Filing method and refund delivery method How long it takes (from return acceptance)
E-file and direct deposit 1-3 weeks
E-file and check 1 month
Mail in return and direct deposit 3 weeks (plus mail time)
Mail in return and check 2 months or more

This chart provides *estimates* for the 2026 season, assuming an IRS acceptance start date of Jan. 26, 2026.

If the IRS accepts your return by: Direct deposit typically arrives by:
Jan. 26, 2026Feb. 16, 2026
Feb. 2, 2026Feb. 23, 2026
Feb. 9, 2026Mar. 2, 2026
Feb. 16, 2026Mar. 9, 2026
Feb. 23, 2026Mar. 16, 2026
Mar. 2, 2026Mar. 23, 2026
Mar. 9, 2026Mar. 30, 2026
Mar. 16, 2026Apr. 6, 2026
Mar. 23, 2026Apr. 13, 2026
Mar. 30, 2026Apr. 20, 2026
Apr. 6, 2026Apr. 27, 2026
Apr. 14, 2026May 5, 2026

Please note that the IRS issues your tax refund, not ACH Management. You can use the IRS’s **Where’s My Refund** tool to see your refund's exact status.

Common Refund Questions

  • Why is my refund delayed? The most common reasons include: minor typos or miscalculations, incorrect or incomplete forms, potential identity fraud, or your refund being garnished for outstanding debt.
  • Will the IRS contact me? The IRS will *always* contact you by mail first. Unsolicited calls or emails are scams.
  • What tax breaks cause delays? If you claim the **Earned Income Tax Credit (EITC)** or the **Additional Child Tax Credit (ACTC)**, the IRS is legally required to hold your *entire* refund until mid-February. You can expect to receive these refunds in early March.
  • What if I file an extension? An extension gives you more time to file (until October 15, 2026), but it is **NOT** an extension to pay. Your tax payment is still due by April 15, 2026.