June 15, 2026 – Second quarter 2026 individual estimated tax payments are due.
July 31, 2026 – Due date for filing 2025 retirement or employee benefit plan returns (5500 series) for calendar year plans.
September 15, 2026 – Third quarter 2026 estimated tax payments are due. Extension deadline for 2025 S-Corporation and partnership returns.
This Summer – Be proactive with your finances and check with your CPA or advisor for a tax and financial review to go over your personal or professional goals.
Some taxpayers are still experiencing delayed refunds due to the IRS’s transition to digital disbursements. If your direct deposit fails, you may receive IRS Notice CP53E, often caused by missing bank information, name mismatches, or rejected deposits. You typically have 30 days to correct the issue online or the IRS may issue a paper check, which could take up to six weeks. Use the IRS “Where’s My Refund?” tool to check your status.
New Jersey’s ANCHOR, Senior Freeze, and Stay NJ property tax relief programs continue rolling out in 2026 with a deadline of November 2, 2026. Senior Freeze payments begin in July, ANCHOR payments start in September, and Stay NJ payments follow a quarterly schedule. Eligibility is based on residency, income, and age as of 2025, and some residents may receive auto-filed applications or mailed notices. Eligible seniors can file a single PAS-1 form for all three programs.
Recent U.S. Supreme Court developments related to tariffs may affect businesses with imported inventory or global supply chains. The AICPA is monitoring potential impacts on balance sheets, inventory costs, and possible refunds. Guidance continues to evolve, and the financial impact will vary by business. Discuss any concerns with your CPA or advisor as more information becomes available.
Empowering business owners and individuals in South Jersey and Philadelphia to feel confident through proactive accounting and advisory solutions.
