Client REsources
Tax Return Information
Our tax return preparation process, due dates, and other information to help you complete your return.
Our Tax Return Preparation Process
| Receive Engagement Letter | We send you:
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| Receive Tax Return Package | We send you:
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| Provide Your Tax Information | You send us:
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| Tax Return Preparation (2-4 weeks) | Your tax preparer:
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| Deliver Tax Return by Due Dates | You receive a copy of your tax returns from us and:
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| Provide Feedback on our Performance | We request your opinion and you:
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Important Due Dates
| 01/15/2026 |
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| 03/16/2026 |
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| 04/01/2026 |
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| 04/15/2026 |
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| 05/15/2026 |
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| 06/15/2026 |
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| 08/14/2026 |
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| 09/15/2026 |
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| 09/30/2026 |
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| 10/15/2026 |
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| 11/16/2026 |
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Notes:
* Foreign Bank Account Reports (FBARs) are due at the same time as your individual tax returns.
** State tax returns may be due on April 15 or another earlier date before June 15
| If you would like to have your tax returns extended | Provide us your tax information by 04/01/2026 for an extension calculation |
| If you live abroad on 04/15/2026 or are certain U.S. Non-residents | Provide us your complete tax information by 05/15/2026 to have your tax returns filed by 06/15/2026 |
| If you have applied for an extension of time to file your tax returns | Provide us your complete tax information by 09/14/2026 to have your tax returns filed by 10/15/2026 |
Check Your Refund Status
Click on the hyperlinks below to access federal, state, and local sites.
| Federal |
| Internal Revenue Service |
IRS Direct Pay Instructions
4th quarter 2025 Federal Estimates
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Navigate to https://www.irs.gov/payments/direct-pay-with-bank-account
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Select “Pay individual tax”
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Select “Make a payment”
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You will be directed to a screen that looks like this:

5. In “Reason for Payment” choose “Estimated Tax”
6. In “Apply Payment To” choose “1040 ES (for 1040, 1040A, 1040EZ)”
7. In “Tax Period for Payment” choose “2025”
8. Click “Continue”
9. The system will ask you to Please Confirm – click “Continue”
10. You will be directed to a screen to Verify Identity. If you need help locating any of this information, please contact a member of your Engagement Team at Barnes Wendling.
a. In “Tax Year for Verification” choose any of the available, usually 2024.
b. In “Filing Status” choose the filing status of the selected tax year.
c. For the taxpayer data confirmation, be sure to use the primary taxpayer’s information.
i. Enter primary taxpayer First Name, Last Name, and re-enter Last Name in the “Confirm Last Name” field.
ii. Enter primary taxpayer social security number.
iii. Enter primary taxpayer date of birth.
iv. Enter primary taxpayer country of residence.
v. Enter street address used on the tax return of the tax year selected.
11. Check the box next to “I accept the Privacy Act and Paperwork Reduction Act.”
12. Click “Continue”
13. You will be directed to a screen to enter your payment information:
*NOTE – you may schedule a payment up to 365 days in advance, with the “Payment Date” being the date your account is credited as making the payment. This allows you to set up the payment now, and defer the payment until the due date (1/15/2026 for 4th quarter 2025). You can use your confirmation number to edit payments up to two business days before the payment date.
14. Select whether you would like an email confirmation of your payment (recommended), if yes, check the box and enter your email address.
15. Click “Continue”
16. Finalize payment selection, print confirmation screen and be sure to write down your confirmation number.
IRS Identity Protection PIN Information
Anyone with a social security number (SSN) or Individual Tax Identification Number (ITIN) can request an Identity Protection PIN from the IRS to protect themselves from tax-related identity theft. You will receive a new six-digit PIN each year, which will be required to submit your tax return electronically.
- Apply for an IRS Identity Protection PIN here.
- Lost your Identity Protection PIN? Retrieve your PIN here.
Would you like to access your tax information directly from the IRS?
The IRS has made it easier for taxpayers to access their account information on the IRS website. You can check your payment history, make payments, check the status of your tax return, among other actions. Check out this short IRS YouTube video to learn how.
Questions?
Want to update your default method of delivery? Can’t find your organizer package? Questions about our process? Contact our Tax Administrator, Dierdre Griffin, at djg@barneswendling.com or call us at (216) 566-9000.