Our Tax Return Preparation Process

Our Tax Return Preparation Process
Receive Engagement Letter We send you:
  • Engagement Letter (your choice of paper or electronic)
Receive Tax Return Package We send you:
  • Tax Organizer/Questionnaire (your choice of paper or electronic)
Provide Your Tax Information You send us:
  • Completed Tax Organizer and Questionnaire
  • Supporting tax documents
Tax Return Preparation (2-4 weeks) Your tax preparer:
  • Reaches out to you
  • Prepares your returns
  • Requests clarification and additional information, if needed
Deliver Tax Return by Due Dates You receive a copy of your tax returns from us and:
  • If e-filing, sign and return your e-file forms to us
  • If paper filing, sign and mail your returns to the address provided
  • Make all payments required by check to taxing agencies by required due dates
Provide Feedback on our Performance We request your opinion and you:
  • Fill out our survey and tell us how we did

Important Due Dates

Important Due Dates
01/15/2026
  • 4th quarter 2025 estimated tax payment due
03/16/2026
  • Due date for Form 1065, Partnerships
  • Due date for Form 1120-S, S Corporations
  • Due date for Form 7004, Extension for Foreign Trust, Partnership, and S Corp returns
  • Last day to submit complete tax information for the April 15 filing deadline
04/01/2026
  • Last day to submit information for an extension calculation
04/15/2026
  • Due date for Form 1040, Individual Tax Returns*
  • Due date for Form 1120, C Corporation Tax Returns
  • Due date for Form 1041, Estate and Trust Tax Returns
  • 1st quarter 2026 estimated tax payment due
  • Due date for Form 1040NR, Nonresident tax Returns, if you were an employee and received wages subject to U.S. income tax withholding
  • Last day to file an extension for individual, trust, and C Corp returns
05/15/2026
  • Due date for Form 990, Non-Profit Tax Return
  • Due date for Form 8752, Fiscal Year Deposits
06/15/2026
  • Due date for Form 1040NR, Nonresident Tax Returns**
  • Due date for Form 1040 for certain U.S. persons living outside the U.S.**
  • 2nd quarter 2026 estimated tax payment due
08/14/2026
  • Last day to submit complete tax information for extended returns due on Sept. 30
09/15/2026
  • Last day to submit complete tax information for extended returns due on Oct. 15
  • 3rd quarter 2026 estimated tax payment due
  • Extended due date for Form 1065, Partnerships
  • Extended due date for Form 1120-S, S Corporations
09/30/2026
  • Extended due date for Form 1041, Estate and Trust Tax Returns
10/15/2026
  • Extended due date for Form 1040, Individual Tax Return
  • Extended due date for Form 1040NR, Nonresident Tax Return
  • Extended due date for Form 1120, C Corporation Tax Return
11/16/2026
  • Extended due date for Form 990, Non-Profit Tax Return

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

Other Important Due Dates
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

IRS Direct Pay Instructions

IRS Direct Pay Instructions
4th quarter 2025 Federal Estimates
  1. Navigate to https://www.irs.gov/payments/direct-pay-with-bank-account

  2. Select “Pay individual tax”

  3. Select “Make a payment”

  4. 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.