Resources

Helpful tax and business resources

Find common forms, secure client tools, official IRS and Texas links, important tax dates, and answers to frequently asked questions.

Do not email Social Security numbers, tax returns, banking records, payroll records, or other sensitive documents. Use the secure Client Portal to exchange confidential information.

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Existing clients use TaxDome to upload tax documents, exchange sensitive information, view requests and documents, and communicate with our office.

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For scheduling or general questions, call (512) 445-3379, email hello@stuarttaxgroup.com, or use our contact page. Please send sensitive financial records through the secure portal, not by email.

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Keep your information safe

Please do not email:

  • Social Security numbers
  • Copies of tax returns
  • Banking information
  • Payroll reports
  • Identification documents

Use the secure Client Portal for anything confidential.

Common forms

Commonly requested official forms

These links open the official government source in a new tab. We don't host copies here, so you always get the current version.

  • Form W-9

    Request for Taxpayer Identification Number and Certification. A business commonly requests it from independent contractors or vendors before payment so it has the correct taxpayer information for year-end reporting.

    Who uses it: Contractors and vendors complete it for the business paying them.

    Open official form

  • Form W-4

    Employee's Withholding Certificate. Employees use it to tell an employer how much federal income tax to withhold from their pay.

    Who uses it: Employees complete it for their employer.

    Open official form

  • Form W-4 (SP)

    The official Spanish-language version of Form W-4, the Employee's Withholding Certificate.

    Who uses it: Spanish-speaking employees complete it for their employer.

    Open official form

  • Form I-9

    Employment Eligibility Verification. Employers and employees use it to document identity and authorization to work in the United States.

    Who uses it: Employees and employers complete it together.

    Open official form

  • Form W-7

    Application for an Individual Taxpayer Identification Number (ITIN). Used to apply for or renew an ITIN. We can help with ITIN applications and renewals — please contact us rather than filing on your own.

    Who uses it: Individuals who need an ITIN, with our help.

    Open official form

  • EIN application (online)

    Apply for an Employer Identification Number directly from the IRS, for free, using the IRS online application. Form SS-4 is used when the online application isn't the right option.

    Who uses it: New businesses that need an EIN.

    Open official page

  • Form 8822-B

    Change of Address or Responsible Party — Business. Businesses use it to notify the IRS of certain address or responsible-party changes.

    Who uses it: Businesses with an EIN on file.

    Open official form

  • Form 2848

    Power of Attorney and Declaration of Representative. It authorizes an eligible representative to act before the IRS. We'll generally prepare or guide this when representation is needed — please talk with us first.

    Who uses it: Prepared with the firm when representation is needed.

    Open official form

  • Form 8821

    Tax Information Authorization. It lets a designated party receive or inspect specific tax information without granting full representation authority. We'll advise when it's appropriate.

    Who uses it: Used with the firm's guidance.

    Open official form

  • Form 4506-T

    Request for Transcript of Tax Return. Used to request certain transcript information. For most people, the IRS Online Account or Get Transcript tool is the simpler current option.

    Who uses it: Individuals requesting transcripts.

    Open official form
Texas resources

Texas Comptroller and state links

Important tax dates

Important tax dates

These answer the deadline questions clients ask most. Dates are general — they can shift for weekends and federal holidays, and your obligations depend on your entity and tax year. An extension gives more time to file, generally not more time to pay. For your situation, check the official source or ask us.

When are partnership and S-corporation returns generally due?

For calendar-year filers, partnership (Form 1065) and S-corporation (Form 1120-S) returns are generally due March 15. With a timely extension (Form 7004), the return is generally due September 15.

Official source

When are individual income-tax returns generally due?

For calendar-year filers, individual returns (Form 1040) are generally due April 15. With a timely extension (Form 4868), the return is generally due October 15. An extension gives more time to file, not to pay — any tax owed is generally still due by April 15.

Official source

When are C-corporation returns generally due?

It depends on the corporation's tax year. For a calendar-year C corporation (Form 1120), the return is generally due April 15 — the 15th day of the fourth month after the tax year ends — so a fiscal-year corporation's date will differ. Check current IRS guidance for your situation.

Official source

When are extended business returns generally due?

For calendar-year partnerships and S corporations, a timely extension generally moves the filing deadline to September 15. Extension dates depend on the entity and tax year, so fiscal-year filers differ.

Official source

When are extended individual returns generally due?

A timely individual extension generally moves the filing deadline to October 15. Remember the extension is for filing, not paying — any balance due is generally still owed by the original April 15 date.

Official source

When are W-2s and most 1099s generally due?

Employers generally must furnish W-2s to employees and file them with the Social Security Administration by January 31. Form 1099-NEC (nonemployee compensation) is generally due to recipients and the IRS by January 31. Other 1099 forms can have different dates, so check the current IRS instructions.

Official source

When are estimated-tax payments generally due?

Individual estimated-tax payments generally follow four dates: April 15, June 15, September 15, and January 15 of the following year. Dates can shift for weekends and holidays, and business requirements differ. We don't provide payment amounts here — see the current IRS estimated-tax guidance or ask us.

Official source

Where can I find current Texas filing dates?

Texas filing frequency and due dates vary by tax account — for example, monthly sales-tax filers generally file by the 20th of the following month. For current, account-specific dates, use the official Texas Comptroller due-dates page.

Official source

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FAQ

Frequently asked questions

What should I bring to my tax appointment?

Generally, bring a photo ID; your income documents (such as W-2s and 1099s); your prior-year return if you're new to us; and records for any deductions or credits. Business owners should also bring income and expense summaries and payroll or contractor details. If you're not sure what applies, contact the office and we'll help.

Can I email my tax documents?

Please don't email sensitive tax records. Use the secure Client Portal (TaxDome) to send documents safely.

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How do I upload documents securely?

Log in to TaxDome and upload your files to your account or to any document request we've sent you. Everything stays inside the secure portal.

How do I access the Client Portal?

Use the Client Login link to sign in to TaxDome with your email and password. If you can't sign in, contact the office and we'll help.

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What should I do if I receive an IRS or state tax letter?

Don't ignore it, and don't send sensitive documents through ordinary email. Contact the firm promptly so we can review it with you before you respond or pay anything.

Can Stuart Tax Group help with a prior-year or amended return?

Yes — we prepare prior-year and amended returns. Contact us with your details and we'll let you know the next step.

What happens after I request a consultation?

We review your message and follow up to set up a consultation and talk through your situation. Submitting the form starts an inquiry; it doesn't create a confirmed appointment on its own.

What's the difference between requesting a consultation and scheduling an appointment?

Requesting a consultation begins the inquiry process so we can understand your needs. It does not automatically create a confirmed appointment — we follow up with you to confirm the next step.

Need help with your taxes or business records?

Tell us about your situation and we'll help determine the right next step.

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