Tax Season 2027: CPA-Led Filing for 2026 Returns
Your return is prepared, reviewed, and e-filed by licensed CPAs. Built for businesses, executives, investors, and high earners with complex tax situations who need accuracy, documentation, and expert guidance before the deadline arrives.
Key Dates for Tax Season 2027
DEADLINES
February 1, 2027
W-2 and 1099-NEC forms due to employees and contractors.
March 15, 2027
S corporation and partnership returns.
April 15, 2027
Individual and C corporation returns, first estimated payment.
October 15, 2027
Extended individual and C corporation returns.
Dates are based on currently available filing calendar rules and should be confirmed before filing season in case IRS or state guidance changes.
When Your Tax Situation Requires CPA Expertise
This page is for taxpayers whose return carries real complexity and real consequences if it is filed wrong. It is not designed for basic W-2 filers, who are well served by software.
Meet the team behind every return we file:
Businesses that file with us
- LLCs, S corporations, C corporations, and partnerships
- Companies with payroll, contractors, or income in more than one state
- Owners who need the business return and the personal return prepared together
- Firms that prefer a licensed CPA over an automated platform or a seasonal storefront
Individuals who file with us
- Executives and professionals with high or variable income
- Owners of rental property, investment portfolios, or equity compensation
- High-earning self-employed professionals with 1099 income and substantial deductions
- Households with income in several states or with trusts and estates to report
If your situation fits, the next step is a short call to confirm scope and pricing before the season fills up.
What You Get When a CPA Firm Files Your Return
The goal is not the largest refund but the correct one: every credit and deduction you qualify for, supported by records that hold up if the IRS asks. This is what filing with a licensed CPA firm includes this season.
The Correct Refund, Documented
Your return claims every deduction and credit you qualify for, and nothing you cannot support. Each position is tied to records that hold up in a review.
A Licensed CPA Signs Your Return
Preparation and review are done by a licensed CPA who signs as paid preparer and remains accountable for the work after the deadline has passed.
Business and Personal Returns Coordinated
Your S corporation, partnership, or C corporation return and your personal return are prepared by the same team, so pass-through income, distributions, and owner compensation match across both filings.
Multi-State and Complex Filings Handled
Income in more than one state, rental properties, investment activity, and K-1s are handled in one place, with every form prepared and reconciled before e-filing.
Deadlines Managed, Extensions Included
Your filing date is tracked from the day you reserve your slot. If a document arrives late, we file the extension and estimate the payment so you never file late.
Support After the Return Is Filed
IRS notices, amended returns, and questions about your return are handled by the CPA who prepared it. The same team is available the rest of the year.
2027 Tax Filing Deadlines by Entity Type
Federal deadlines for calendar-year filers. Florida has no personal income tax; C corporations doing business in Florida also file Form F-1120 with the state. Clients in other states receive their state calendar during onboarding.
What the deadline means for you. An extension gives you more time to file the return. It does not give you more time to pay. The amount owed is due April 15 regardless, and interest starts the next day. When we prepare your return, we calculate the payment before the deadline so the extension protects you instead of costing you.
W-2 and 1099-NEC
February 1, 2027
Forms to employees and contractors. January 31 falls on a Sunday.
S corps and partnerships
March 15, 2027
Forms 1120-S and 1065, or extension request (Form 7004). Schedules K-1 to owners.
C corps and sole proprietors
April 15, 2027
Form 1120, and Schedule C for single-member LLCs, or extension request (Form 7004).
Florida C corporations
May 3, 2027
Florida corporate return, Form F-1120, for calendar-year filers.
Extended S corps, partnerships
September 15, 2027
Extended Forms 1120-S and 1065.
Extended C corps
October 15, 2027
Extended Form 1120.
Deadlines shown are based on standard filing rules and may be updated if IRS or state filing guidance changes.
IRS opens e-file
Late January 2027
The IRS begins accepting e-filed returns. Exact date confirmed by the IRS in January.
Form 1040
April 15, 2027
Return or extension request (Form 4868). Balance due is payable on this date even with an extension.
Extended Form 1040
October 15, 2027
Extended individual returns.
Deadlines shown are based on current filing calendars and may be updated if federal or state agencies announce changes.
First quarter
April 15, 2027
First quarterly estimated payment for 2027.
Second quarter
June 15, 2027
Second quarterly estimated payment.
Third quarter
September 15, 2027
Third quarterly estimated payment.
Fourth quarter
January 15, 2028
Fourth quarterly estimated payment for 2027.
Deadlines shown are based on current filing calendars and may be updated if federal or state agencies announce changes.
Documents Needed to File Your 2026 Return
We use a secure client portal to keep tax season organized and easy to follow. Through it you complete the tax questionnaire, upload documents, answer requests from our team, sign the required forms, and keep everything protected in one place.
The questionnaire identifies what a properly prepared return requires: income sources, deductions, credits, business activity, investments, real estate, estimated payments, and IRS notices. It reduces the risk of missed income, overlooked deductions, or a return prepared from incomplete information.
The portal guides you through what applies to your situation. Not every item applies to every taxpayer, and our team follows up if anything appears missing. Once you reserve your slot you receive access and can start uploading the same day.
For Businesses
The questionnaire and portal help us gather the records needed to prepare the business return and connect the filing to the company’s books, payroll, ownership, and compliance history.
- Year-end financial statements and balance sheet, or access to your accounting file
- Bank and credit card statements for the year, especially where reconciliation is needed
- Payroll reports and Forms W-2, W-3, 940, 941, and 1099s
- Forms 1099 issued and received
- Fixed asset purchases, disposals, and major equipment purchases
- Loans to or from owners, and capital contributions
- Ownership changes and distributions
- Prior-year business return and any IRS or state notices received
Individuals
The questionnaire helps us identify the income, deductions, credits, payments, and life changes that may affect your personal return.
- Forms W-2, 1099-NEC, 1099-MISC, 1099-K, 1099-INT, 1099-DIV, 1099-B, and 1099-R
- Schedules K-1 from partnerships, S corporations, trusts, or estates
- Social Security, pension, retirement, or unemployment income
- Brokerage statements with cost basis, stock sales, crypto activity, or investment income
- Equity compensation statements: RSU, ISO, NSO, and ESPP activity
- Rental property income and expenses, by property
- Business or self-employment income, if applicable
- Mortgage interest (Form 1098), property tax, charitable contributions, and deductible expenses
- Estimated payments made during 2026 and 2027, IRS or state notices, and the prior-year return if you are new to our firm
Clear Pricing Based on the Complexity of Your Return
You know the starting price before you send a document. A deposit reserves your place in the season queue and is applied to the final invoice. Final pricing is confirmed after the scope review, before any work begins.
Returns with multiple entities, several states, or significant investment activity receive a custom quote after the scope call.
Final pricing is confirmed after scope review and depends on return complexity, entities, states, rental properties, investment activity, bookkeeping condition, prior-year issues, and required forms.
Individual Taxes
Starting at $450
Comprehensive Individual Tax Preparation and Filing
Our individual income tax return service provides a thorough and meticulous approach to preparing and filing your personal tax return. We will:
- Comprehensive preparation and filing of personal federal and state returns.
- Includes review of all income streams: W-2 wages, independent-contractor (1099) earnings, investment dividends, rental income, and other reportable income.
- Aims to maximize deductions and credits, ensure accurate reporting, and file electronically.
- Provides a clear tax summary and highlights any key findings.
Benefits:
- Reduce tax liability through strategic planning.
- Minimize audit risk via precise, compliant documentation.
- Save time and reduce stress.
Get professional guidance on opportunities to save.
Business Taxes
Starting at $1,500
Comprehensive Tax Strategy and Compliance Services
Our business tax services provide a comprehensive approach to managing your company’s tax obligations and optimizing your tax position. We will:
- Full-service business tax return preparation and filing (federal and state).
- In-depth analysis of your business’s financials and structure to find deductions and credits.
- Tax-efficiency review of business structure.
- Strategic planning to minimize liabilities while staying compliant.
- Detailed reporting and documentation.
Benefits:
- Lower risk of IRS audits.
- Improve tax efficiency and maximize potential refunds or savings.
- Peace of mind and reliable tax compliance.
- Support for ongoing financial strategy and business growth.
Three Steps Between You and a Filed Return
HOW IT WORKS
Reserve your slot
Book a short scope call. We confirm your entity types, states, and income sources, quote the return, and hold your place with a deposit.
Upload your documents
You receive portal access and the checklist for your situation. Our team confirms what arrived and follows up on what is missing.
CPA Review, Approval & E-File
A CPA prepares the return, a second review checks it, and you approve it before we e-file. You receive the filed copy, the payment schedule, and a summary of what to plan for next year.
Need a Tax Extension or Missed the Deadline?
Filing a tax extension. If your documents will not be ready by March 15 or April 15, we file the extension request (Form 7004 for businesses, Form 4868 for individuals) and calculate the payment that still has to go in by the original date. The extended deadline is September 15 for S corporations and partnerships and October 15 for individuals and C corporations.
Filing the extension correctly is what keeps the extension from becoming a penalty.
If the deadline already passed
- It is not too late to file: late returns can still be prepared and e-filed
- The sooner the return goes in, the smaller the interest and penalties that accrue
- If the IRS has already assessed penalties or sent a notice, our IRS resolution team reviews whether relief programs such as First Time Abatement apply
Learn more on our IRS Penalty Relief page.
Orlando Office, Clients in All 50 States
Our office is in Orlando, Florida, and serves clients across Central Florida, including Kissimmee, Lake Nona, Lake Buena Vista, Belle Isle, and Hunters Creek. Returns for clients in other states are handled through virtual consultations and the secure portal, with the same CPA review and the same deadlines.
What Clients Say About Working With UpFront CPA
Business owners and individual taxpayers rely on us to prepare and file their returns. These are real reviews from clients who have worked with our team.
Questions Clients Ask Every Season
The answers below cover what clients ask most often before reserving. Anything specific to your return is covered on the scope call.
When does tax season 2027 start?
The IRS usually opens e-filing in the last week of January and announces the exact date in mid-January. We begin accepting documents in December so returns are ready to file the day the IRS opens.
What is the tax deadline for 2027?
April 15, 2027 for individuals and C corporations. March 15, 2027 for S corporations and partnerships. W-2 and 1099-NEC forms are due February 1, 2027 because January 31 falls on a Sunday.
How much does a tax filing service cost?
Individual returns start at $450 and business returns at $1,500. The final price depends on the number of entities, states, and income sources, and is confirmed before work begins.
What happens if I file taxes late?
The return can still be filed, and doing it quickly limits interest and penalties. If penalties have been assessed, our IRS resolution team evaluates relief options. The extensions section above explains the process.
Can I file an extension and still have you prepare the return?
Yes. We file the extension, calculate the payment due by the original deadline, and schedule the return for the extended period. Extension clients keep their reserved slot.
Do you work with clients outside Florida?
Yes. Clients in all 50 states work with us through virtual consultations and the client portal. Multi-state returns are part of our standard scope.
How is my final price determined?
Pricing depends on the return type, number of entities, states, rental properties, investments, bookkeeping condition, prior-year issues, IRS notices, and required forms. Starting prices are shown on this page, and final pricing is confirmed after scope review.
Reserve Your Place in Tax Season 2027
Complete the form and a member of our CPA team will contact you to confirm scope, pricing, and the documents to send. Slots are assigned in order of reservation.
Please do not include Social Security numbers, account numbers, or confidential tax documents in this form.
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