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Tax calendar, tools and official links

Practical references to help you plan ahead. They are general in nature; your specific obligations depend on your facts.

Tax Calendar

Key tax deadlines 2026–2027

Selected federal and Florida due dates for calendar-year taxpayers, from September 2026 through October 2027.

  1. 2026

    Third-quarter 2026 estimated tax payment

    Federal estimated tax (Form 1040-ES) for income earned June through August 2026.

    Individuals

  2. 2026

    Extended partnership and S-corporation returns (2025)

    Forms 1065 and 1120-S for calendar year 2025 filed under extension.

    Businesses

  3. 2026

    Extended individual returns (2025) and FBAR

    Form 1040 / 1040-NR filed under extension, and the automatic extended due date for FinCEN Form 114 (FBAR).

    IndividualsInternational

  4. 2026

    Extended C-corporation returns (2025)

    Form 1120 for calendar year 2025 filed under extension, including attached Forms 5472.

    BusinessesInternational

  5. 2027

    Fourth-quarter 2026 estimated tax payment

    Final federal estimated tax payment for tax year 2026 (Form 1040-ES).

    Individuals

  6. 2027

    Forms W-2 and 1099-NEC

    Furnish to employees and contractors and file with the SSA / IRS for tax year 2026 (January 31 falls on a Sunday).

    Businesses

  7. 2027

    Partnership and S-corporation returns (2026)

    Forms 1065 and 1120-S, or extension Form 7004. Schedules K-1 to owners.

    Businesses

  8. 2027

    Florida tangible personal property return

    Form DR-405 filed with the county property appraiser for business assets held on January 1, 2027.

    FloridaBusinesses

  9. 2027

    Individual returns (2026) and first-quarter 2027 estimate

    Form 1040 or extension Form 4868, balance due for 2026 and first 2027 estimated payment. Also Form 1040-NR for non-residents with U.S. wages.

    Individuals

  10. 2027

    C-corporation returns (2026) and Form 5472

    Form 1120 or extension Form 7004, including Form 5472 with pro forma 1120 for foreign-owned single-member LLCs.

    BusinessesInternational

  11. 2027

    FBAR (FinCEN Form 114)

    Report of foreign bank and financial accounts for 2026; automatic extension to October 15, 2027.

    InternationalIndividuals

  12. 2027

    Florida annual report (Sunbiz)

    Annual report for Florida corporations and LLCs; the filing window opens January 1 and late fees apply after May 1.

    FloridaBusinesses

  13. 2027

    Florida corporate income tax return

    Form F-1120 for calendar-year corporations (May 1 falls on a Saturday); extension available with Form F-7004.

    FloridaBusinesses

  14. 2027

    Non-resident returns without U.S. wages

    Form 1040-NR for non-resident individuals who did not receive wages subject to U.S. withholding.

    International

  15. 2027

    Second-quarter 2027 estimated tax payment

    Federal estimated tax (Form 1040-ES) for income earned April and May 2027.

    Individuals

  16. 2027

    Third-quarter 2027 estimate and extended pass-through returns

    Federal estimated payment, plus extended Forms 1065 and 1120-S for 2026.

    IndividualsBusinesses

  17. 2027

    Extended individual and C-corporation returns, and FBAR

    Forms 1040 and 1120 for 2026 filed under extension, and the extended FBAR due date.

    IndividualsBusinessesInternational

Indicative only. Dates shown apply to calendar-year taxpayers and already reflect weekend shifts; they may change because of federal holidays, IRS disaster relief, fiscal years or new legislation. Always confirm with the IRS, the Florida Department of Revenue and your advisor.

Florida sales and use tax

Returns are generally due on the 1st and late after the 20th of the month following the reporting period (monthly, quarterly, semiannual or annual, as assigned by the Florida Department of Revenue).

Calculator

Estimate your quarterly payments

Individuals who expect to owe federal tax that is not covered by withholding generally make quarterly estimated payments. This tool applies the general safe-harbor rules.

  • Safe harbor: pay at least 90% of the current year’s tax or 100% of the prior year’s tax (110% if prior-year AGI exceeded $150,000).
  • If the balance after withholding is less than $1,000, estimated payments are generally not required.
  • Florida does not impose a personal income tax, so only federal estimates are considered here.

Quarterly estimated tax

Federal safe-harbor estimate for individuals

Enter your expected total tax to see an estimate.

Simplified illustration based on the general IRS safe-harbor rules. It does not consider state taxes, farmers and fishermen, annualized income, uneven withholding or other special situations, and it is not tax advice.

Official Sources

Useful official links

Primary sources for filings, payments and registrations.

FAQ

Frequently asked questions

If your question is not answered here, contact the firm directly.

See all questions
Who does the firm work with?

Individuals and families, Florida businesses of different sizes, foreign companies operating in the United States and non-resident investors with U.S. tax matters.

Do you work with clients who live outside Florida or outside the United States?

Yes. A significant part of the practice involves international clients with U.S. tax obligations. Whether a specific matter can be accepted is confirmed after an initial review.

In which languages can I be served?

English and Spanish. You can indicate your preferred language in the consultation request.

How does the first consultation work?

After you submit your request, the firm reviews it and contacts you to schedule a conversation. You will be told which documents to have ready and, before any work begins, you will receive a written proposal and engagement letter.

Consultation

Let’s talk about your tax situation.

Share a few details about your needs and the firm will contact you to arrange a private conversation.

Request a consultationCall 305-801-7849