Taxes Preparation

The first of each year brings a number of calls, emails and conversations about taxes. We want to help make your tax planning less taxing for you, your family or your business.

It's important to remember that it takes time for investment companies and other financial institutions to calculate, review and finalize tax information for their clients. There are different deadlines for documents to be provided, and those deadlines are established by federal laws.

We encourage you to create an online account with the investment companies you use, as that will allow you to access the information once it is available. Of course, we are always here to help you and offer any assistance we can.

In 2024, we introduced many of our clients and connections to Loralyn Johnson and her group, Indiana Tax Partner, and many of you utilized her services. We are excited to continue working with Loralyn and her team again in 2025.

The Indiana Tax Partner office has relocated to 820 W. 17th Street, Suite 1 (across the street from Tri-North Middle School and City Glass - Google Map link). The office will be open Monday to Saturday, 9:00 am to 5:00 pm and by appointment. Personal and business tax returns may be handled through Indiana Tax Partner.

Clients of Comprehensive Financial Consultants will continue to be a primary focus for Loralyn and her team. If you utilized her services before, she should have everything but your 2025 tax documents to begin your return. New clients will need to provide a copy of your driver's license and a copy of your previous tax return (other items may be needed upon review).

Once your taxes are complete, Loralyn and her team can provide the option for you to review and sign electronically and receive e-copies of your documents as well.

For more information about Indiana Tax Partner, you may visit their website - IndianaTaxPartner.com - email them at IndianaTaxPartner@gmail.com or call 812-327-4278.

Important Tax Dates for 2026

January 15, 2026 - Fourth Quarter 2025 Estimated Tax Payment Due

January 26 - Anticipated date for IRS to begin accepting tax returns

January 31 - W-2 forms and 1099-R forms due

March 15 - Anticipated final mailing date for consolidated 1099 statements; K-1 statements due

April 15 - Tax Day or last day to file extension; Last day to make an IRA contribution for 2025.

Tips on getting ready for the tax season, from IRS.gov

If you have online access to your accounts, you may check with your investment companies to see when tax statements are posted.