RATCLIFF CPA & CONSULTANTS
March 2026 Client Newsletter
Tax Season Is Here!
March is one of the busiest months of the year for tax preparation, and our team at Ratcliff CPA & Consultants is working diligently to help our clients file accurate and timely returns. Whether you are an individual taxpayer or a business owner, now is the time to finalize your documents and prepare for upcoming deadlines.
Important Tax Deadlines
March 16, 2026
Deadline for S-Corporation and Partnership tax returns (Forms 1120-S and 1065) or to file an extension.
April 15, 2026
Deadline for individual tax returns, C-Corporation returns, and first quarter estimated tax payments.
If you need additional time, extensions can be filed; however, any taxes owed must still be paid by April 15 to avoid penalties and interest.
What We Need From You
To ensure your return is completed as quickly as possible, please submit all tax documents as soon as they become available. Common documents include:
• W-2 forms
• 1099 forms (NEC, INT, DIV, etc.)
• Mortgage interest statements (Form 1098)
• Property tax records
• Retirement income statements
• Brokerage statements
• Business income and expense records
Submitting complete information helps prevent delays and ensures accurate filing.
Tax Tips for 2026
1️⃣ Organize Your Records
Keep all tax documents together to avoid missing important forms.
2️⃣ Watch for IRS Scams
The IRS does not contact taxpayers by text, social media, or unexpected email requesting personal information.
3️⃣ Plan for Next Year
If you owed taxes this year, consider adjusting your withholding or estimated payments to avoid surprises next season.
Secure Document Submission
Clients may securely send documents through our client portal, by secure email, or deliver them to our office during business hours.
Office Hours
Monday – Thursday: 8:30 AM – 4:30 PM
Friday: By Appointment Only
Lunch: 12:00 PM – 1:00 PM
📞 Phone: 985-674-3455
We're Here to Help
Our team is committed to providing professional guidance and accurate tax preparation services throughout the tax season. If you have questions or need assistance, please do not hesitate to contact our office.
Thank you for trusting Ratcliff CPA & Consultants with your tax and financial needs.
Ratcliff CPA & Consultants
Professional Tax & Accounting Services
📞 985-674-3455
