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I have been providing Personal Income Tax Service for over 20 years to individuals and small businesses alike. In my office or the privacy of your own home or virtually. Virtual Tax Preparation is not about filing your tax return using do it yourself Tax Software. Instead, virtual tax preparation is having an expert prepare your tax returns without leaving the convenience of your home or office.
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I perform Loan Document Signings, Power of Attorney, Travel Affidavits and general notary work. I have been a notary for over 12 years.
About Steen Tax and Notary Service
At Steen Tax and Notary Service, we believe in the value of relationships. We view every client relationship like a partnership and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen.
We provide a variety of services including Income Tax Preparation for all types of businesses and individuals, QuickBooks, Monthly bookkeeping, Financial statements – making sure your financial records are timely and accurate.
Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology, and extensive business relationships is indicative of our commitment to excellence.
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Steen Tax and Notary Service can offer a full range of accounting services while giving you the individual attention that you need.
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Steen Tax and Notary Service has volumes of experience working through tax and financial issues. We guarantee that your business is in good hands at all times.
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Steen Tax and Notary Service provides support in all areas of the notarization process. I always triple check my work because I know how important it is to get it right the first time.
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◈ Interior Pages — 11 pages crawledTax Tools and Calculators - Steen Tax and Notary Service Welcome Tax Information Tax Tips Prepare for your upcoming appt. with these great tips Tax Rates Latest and Previous Year Income Tax Brackets and Rates Retention Guide Storing tax records: How long is long enough? Tax Tools IRS Forms Various Forms & Publications from the IRS Due Dates All due dates assume that the date falls on a business day… Financial Calculators Various tax and financial related online Calculators Contact Us Contact Us: 626-485-6863
[email protected] TAX TOOLS & FINANCIAL CALCULATORS All tools provided by CalcXML and the IRS Check the status of your refund. Find the proper forms for your tax preparation. Tax Tools and Information Feed. Track FEDERAL Refunds Search IRS Publications Amended FEDERAL Refunds Find IRS Tax Forms Using IRS.Gov Download IRS2Go for your mobile device Get it on Google Play Download on the App Store Choose your State to check on your Refund Alabama (AL) Kentucky (KY) North Dakota (ND) Alaska (AK)(NONE) Louisiana (LA) Ohio (OH) Arizona (AZ) Maine (ME) Oklahoma (OK) Arkansas (AR) Maryland (MD) Oregon (OR) California (CA) Massachusetts (MA) Pennsylvania (PA) Colorado (CO) Michigan (MI) Rhode Island (RI) Connecticut (CT) Minnesota (MN) South Carolina (SC) Delaware (DE) Mississippi (MS) South Dakota (SD)(NONE) District of Columbia (DC) Missouri (MO) Texas (TX)(NONE) Florida (FL)(NONE) Montana (MT) Tennessee (TN)(NONE) Georgia (GA) Nebraska (NE) Utah (UT) Hawaii (HI) Nevada (NV) Vermont (VT) Idaho (ID) New Hampshire (NH)(NONE) Virginia (VA) Illinois (IL) New Jersey (NJ) Washington (WA)(NONE) Indiana (IN) New Mexico (NM) West Virginia (WV) Iowa (IA) New York (NY) Wisconsin (WI) Kansas (KS) North Carolina (NC) Wyoming (WY) Choose your State to find a Form or Publication Alabama (AL) Kentucky (KY) North Dakota (ND) Alaska (AK) Louisiana (LA) Ohio (OH) Arizona (AZ) Maine (ME) Oklahoma (OK) Arkansas (AR) Maryland (MD) Oregon (OR) California (CA) Massachusetts (MA) Pennsylvania (PA) Colorado (CO) Michigan (MI) Rhode Island (RI) Connecticut (CT) Minnesota (MN) South Carolina (SC) Delaware (DE) Mississippi (MS) South Dakota (SD) District of Columbia (DC) Missouri (MO) Texas (TX) Florida (FL) Montana (MT) Tennessee (TN) Georgia (GA) Nebraska (NE) Utah (UT) Hawaii (HI) Nevada (NV) Vermont (VT) Idaho (ID) New Hampshire (NH) Virginia (VA) Illinois (IL) New Jersey (NJ) Washington (WA) Indiana (IN) New Mexico (NM) West Virginia (WV) Iowa (IA) New York (NY) Wisconsin (WI) Kansas (KS) North Carolina (NC) Wyoming (WY) Important Tax Dates for 2026 IRS official tax dates you need to stay on top of your taxes. FILING DATES 2026 E-filing Dates The 2025 tax year main deadline for filing federal income tax returns is April 15, 2026 February 2, 2026: Deadline for filing most 1099 forms. This includes the 1099-NEC (Nonemployee Compensation) March 2, 2026: Deadline for 1099 Paper Forms Individual Filers and Self-Employed Filers: April 15, 2026 S Corp: March 16, 2026 C Corp: April 15, 2026 Single-Member LLCs: April 15, 2026 Multi-Member LLCs: March 16, 2026 2025 / 2026 Estimated Tax Payment Dates January 15, 2026 - Make last 2025 estimated tax payment April 15, 2026 - First 2026 estimated tax payment due June 15, 2026 - Second 2026 estimated tax payment due September 15, 2026 - Third 2026 estimated tax payment due Tax Document Dates February 2, 2026 - Deadline for employers to file Form W-2s with the IRS, unless filed electronically for 2025 forms February 2, 2026 - Deadline for reporting payments to contract workers on Form 1099-MISC for 2025 State Refund Delivery Timetables State Refund Timetable Alabama Refunds are processed starting March 1 every year. Alaska No state income tax. Arizona Begins processing e-filed tax returns in mid-February. Arkansas Anti-theft measures may result in tax refunds not being issued as quickly as in past years. California E-Filed returns will take up to 3 weeks. Some tax returns need extra review for accuracy, so extra processing time may be necessary. Colorado Fraud detection and verification could delay individual income tax refunds up to 60 days beyond the time frames of prior years. Connecticut No specific timeline provided for delivery of tax refunds. Delaware Expect 4–6 weeks from filing for your refund to be delivered. Florida No state income tax. Georgia Most error-free e-Filed returns are processed within 5 business days of receiving the return. Most refunds are issued within 21 days from the filed date. Hawaii It will likely take 9–10 weeks after you e-file your tax return. Idaho e-Filers can expect refunds about 7 to 8 weeks after receiving an acknowledgment that the state has the return. Illinois No specific timeline provided for delivery of tax refunds. Indiana Allow 2–3 weeks of processing time for your tax refund. Iowa The anticipated time frame for refund processing is 30–45 days. Kansas No specific timeline provided for delivery of tax refunds. Kentucky Allow 2–3 weeks of processing time for a directly deposited tax refund. Processing of all refunds may be delayed. Louisiana The expected refund processing time for returns filed electronically is up to 45 days. Maine No specific timeline provided for delivery of tax refunds. Maryland No specific timeline provided for delivery of tax refunds. Massachusetts E-filed returns take up to 6 weeks to process. Michigan No specific timeline provided for delivery of tax refunds. Minnesota Every return received is different, so processing time will vary. Mississippi E-filers should allow 10 business days before calling about a refund. Returns filed early are usually processed more quickly than ones filed closer to the due date. Missouri No specific timeline provided for delivery of tax refunds. Montana May take up to 90 days to issue your refund. Nebraska Please allow a minimum of 30 days to receive your refund if you e-file an error-free return. Nevada No state income tax. New Jersey Use the Online Refund Status Service if you e-filed your return at least four weeks ago. New Mexico E-filed returns claiming a refund are generally processed within 6 to 8 weeks. New York No specific timeline provided for delivery of tax refunds. North Carolina Some refunds may take longer than normal, which is 6 weeks for electronically filed returns. North Dakota Refunds may take longer than in the past. No specific timeline provided for delivery of tax refunds. Ohio No specific timeline provided for delivery of tax refunds. Oklahoma If your return was filed electronically, please allow 6 weeks to receive your refund. Oregon Four weeks after the return is filed, the Oregon automated telephone answering system can provide information about the current year income tax refund. Pennsylvania No specific timeline provided for delivery of tax refunds. Rhode Island No specific timeline provided for delivery of tax refunds. South Carolina Most refunds are issued 6-8 weeks after you file your return. South Dakota No state income tax. Texas No state income tax. Utah Wait 30 days if filed electronically. Vermont E-Filed returns have an expected timeframe of 6–8 weeks. Virginia E-Filed returns should get refunds in up to 4 weeks. Washington No state income tax. West Virginia Expect significant delay of your tax refund. Call concerning your refund if it has been more than 10 weeks since your refund was filed. Wisconsin If filed electronically, most refunds are issued in less than 12 weeks. Wyoming No state income tax. 2026 Holiday Schedule Date Holiday Thursday, January 1st, 2026 New Year's Day Monday, January 19th Birthday of Martin Luther King, Jr. Monday, February 16th Washington’s Birthday Monday, May 25th Memorial Day Friday, June 19th Juneteenth National Independence Day Friday, July 3rd Independence Day (observed) Saturday, July 4th Independence Day Monday, September 7th Labor Day Monday, October 12th Columbus Day Wedne Tax Preparation Information - Steen Tax and Notary Service Welcome Tax Information Tax Tips Prepare for your upcoming appt. with these great tips Tax Rates Latest and Previous Year Income Tax Brackets and Rates Retention Guide Storing tax records: How long is long enough? Tax Tools IRS Forms Various Forms & Publications from the IRS Due Dates All due dates assume that the date falls on a business day… Financial Calculators Various tax and financial related online Calculators Contact Us Contact Us: 626-485-6863
[email protected] Preparing for tax day Use these tips to help you prepare for your appointment What should you do to prepare for your appointment? Tax Tools and Information Feed. Z Required documents to keep on file: Copies of Drivers License or State IDs Social Security Cards Proof of Residence for dependents claiming EIC Income documents: Income from jobs: forms W-2 for you and your spouse Investment income—various forms 1099 (-INT, -DIV, -B, etc.), K-1s, stock option information Income from state and local income tax refunds and/or unemployment: forms 1099-G Taxable alimony received Business or farming income—profit/loss statement, capital equipment information If you use your home for business—home size, office size, home expenses, office expenses IRA/pension distributions—forms 1099-R, 8606 Rental property income/expense—profit/Loss statement, rental property suspended loss information Social Security benefits—forms SSA-1099 Income from sales of property—original cost and cost of improvements, escrow closing statement, cancelled debt information (form 1099-C) Prior year installment sale information—forms 6252, principal and Interest collected during the year, SSN and address of payer Other miscellaneous income—jury duty, gambling winnings, Medical Savings Account (MSA), scholarships, etc. (Use our handy IRS document search tool for your documents) How can I check on my tax refunds? Tax Related Web-sites/phone numbers: IRS www.irs.gov IRS Get Refund Status IRS Inquiry Phone: (800) 829-1040 Z Other tax documents: IRA contributions Energy credits Student loan interest Medical Savings Account (MSA) contributions Self-employed health insurance payments Keogh, SEP, SIMPLE and other self-employed pension plans Alimony paid that is tax deductible Educator expenses State and local income taxes paid Real estate taxes paid Personal property taxes—vehicle license fee based on value Estimated tax payment made during the year, prior year refund applied to current year, and any amount paid with an extension to file. Direct deposit information—routing and account numbers Foreign bank account information—location, name of bank, account number, peak value of account during the year Tax deduction documents: Child care costs—provider’s name, address, tax id, and amount paid Education costs—forms 1098-T, education expenses Adoption costs—SSN of child, legal, medical, and transportation costs Home mortgage interest and points you paid—Forms 1098 Investment interest expense Charitable donations—cash amounts and value of donated property, miles driven, and out-of-pocket expenses Casualty and theft losses—amount of damage, insurance reimbursements Medical and dental expenses Current Tax rates Current rates information provided by IRS Tax Tools and Information Feed. 2026 Tax Brackets Income Tax Brackets and Rates The 2026 income ceiling for all listed tax brackets and for all filers, adjusted for inflation are listed below. The Seven federal income tax rates for 2026 are... 10% - 12% - 22% - 24% - 32% - 35% - 37% (no changes from 2025). The marginal income tax rate of 37% will apply to taxpayers with taxable income above $640,600 (single filers), and $768,700 is the target for married couples filing jointly...(SEE Table 1) Table 1. Tax Brackets and Rates, 2026 (Source: IRS) Rate Single Individuals - Taxable Income Over Married Individuals Filing Joint Returns - Taxable Income Over Heads of Households - Taxable Income Over 10% $0 to $12,400 $0 to $24,800 $0 to $17,700 12% $12,401 to $50,400 $24,801 to $100,800 $17,701 to $67,450 22% $50,401 to $105,700 $100,801 to $211,400 $67,451 to $105,700 24% $105,701 to $201,775 $211,401 to $403,550 $105,701 to $201,775 32% $201,776 to $256,225 $403,551 to $512,450 $201,776 to $256,200 35% $256,226 to $640,600 $512,451 to $768,700 $256,201 to $640,600 37% $640,601 or more $768,701 or more $640,601 or more Standard Deduction & Personal Exemption 2026 has standard deductions for single filers increasing by $350; $700 for married couples filing jointly. Seniors over the age of 65 are eligible to claim an additional standard deduction of $2,050 for single filers and $1,650 for joint filers. Personal exemptions for 2026 remains at $0 (this is due to the personal exemption from the Tax Cuts and Jobs Act 2017 ) Table 2. 2026 Standard Deduction and Personal Exemption (Source: IRS) Filing Status Deduction Amount Single $16,100 Married Filing Jointly $32,200 Head of Household $24,150 Married Seniors Additional Deductions $1,650 Unmarried Seniors Additional Deductions $2,050 Alternative Minimum Tax Created in the 1960s, The Alternative Minimum Tax (AMT) was setup to prevent high-income taxpayers from avoiding the individual income tax. This parallel tax income system requires high-income taxpayers to calculate their tax bill twice: once under the ordinary income tax system and again under the AMT. The taxpayer then needs to pay the higher of the two. More information can be found at IRS.Gov (SEE Table 3). Table 3. 2026 Alternative Minimum Tax Exemptions (Source:IRS) Filing Status Exemption Amount Unmarried Individuals $90,100 Married Filing Jointly $140,200 2026 keeps the AMT rate at 28%. This rate applies to excess AMTI of $244,500 for all taxpayers ($122,250 for married couples who file separate returns). The AMT exemptions phase out at 50 cents per dollar earned once a taxpayers AMTI reaches $500,000 for single filers and $1,000,000 for married taxpayers filing jointly. In 2026, the exemption will start phasing out at $626,350 in AMTI for single filers and $1,252,700 for married taxpayers filing jointly (SEE Table 4). Table 4. 2026 Alternative Minimum Tax Exemption Phaseout Thresholds Filing Status Threshold Unmarried Individuals $625,350 Married Filing Jointly $1,252,700 Earned Income Tax Credit The 2026 Maximum Earned Income Tax Credit (EITC) for single and joint filers is $664 (no children) (SEE Table 5). The maximum credit is $4,427 for one child, $7,316 for two children, and $8,231 for three or more children. Table 5. 2026 Earned Income Tax Credit Parameters Filing Status Single or Head of Household No Children One Child Two Children Three or More Children Income at Max Credit $8,680 $13,020 $18,290 $18,290 Maximum Credit $664 $4,427 $7,316 $8,231 Phaseout Begins $10,860 $23,890 $23,890 $23,890 Phaseout Ends (Credit Equals 0 (Zero)) $19,540 $51,593 $58,629 $62,974 Filing Status Married Filing Jointly No Children One Child Two Children Three or More Children Income at Max Credit $8,680 $13,020 $18,290 $18,290 Maximum Credit $664 $4,427 $7,316 $8,231 Phaseout Begins $18,140 $31,160 $31,160 $31,160 Phaseout Ends (Credit Equals Zero) $26,820 $58,863 $65,899 $70,224 Qualified Business Income Deduction Within the Tax Cuts and Jobs Act, there is an inclusion of a 20% deduction in 2026 for pass-through businesses with $201,775 of qualified business income for single taxpayers and $403,500 for married taxpayers filing jointly (SEE Table 6). Table 6. 2026 Qualified Business Income Deduction Thresholds (Source: IRS) Filing Status Threshold Income Where Deduction Fully Phases In Unmarried Individuals $201,775 $276,775 Married Filing Jointly $403,500 $553,500 Child Tax Credit The maximum Child Tax Credit for 2026 is $2,200 per child who qualifies, with no adjustments for inflation. The amount that may be refunded for Tax Tools and Calculators - Steen Tax and Notary Service Welcome Tax Information Tax Tips Prepare for your upcoming appt. with these great tips Tax Rates Latest and Previous Year Income Tax Brackets and Rates Retention Guide Storing tax records: How long is long enough? Tax Tools IRS Forms Various Forms & Publications from the IRS Due Dates All due dates assume that the date falls on a business day… Financial Calculators Various tax and financial related online Calculators Contact Us Contact Us: 626-485-6863
[email protected] TAX TOOLS & FINANCIAL CALCULATORS All tools provided by CalcXML and the IRS Check the status of your refund. Find the proper forms for your tax preparation. Tax Tools and Information Feed. Track FEDERAL Refunds Search IRS Publications Amended FEDERAL Refunds Find IRS Tax Forms Using IRS.Gov Download IRS2Go for your mobile device Get it on Google Play Download on the App Store Choose your State to check on your Refund Alabama (AL) Kentucky (KY) North Dakota (ND) Alaska (AK)(NONE) Louisiana (LA) Ohio (OH) Arizona (AZ) Maine (ME) Oklahoma (OK) Arkansas (AR) Maryland (MD) Oregon (OR) California (CA) Massachusetts (MA) Pennsylvania (PA) Colorado (CO) Michigan (MI) Rhode Island (RI) Connecticut (CT) Minnesota (MN) South Carolina (SC) Delaware (DE) Mississippi (MS) South Dakota (SD)(NONE) District of Columbia (DC) Missouri (MO) Texas (TX)(NONE) Florida (FL)(NONE) Montana (MT) Tennessee (TN)(NONE) Georgia (GA) Nebraska (NE) Utah (UT) Hawaii (HI) Nevada (NV) Vermont (VT) Idaho (ID) New Hampshire (NH)(NONE) Virginia (VA) Illinois (IL) New Jersey (NJ) Washington (WA)(NONE) Indiana (IN) New Mexico (NM) West Virginia (WV) Iowa (IA) New York (NY) Wisconsin (WI) Kansas (KS) North Carolina (NC) Wyoming (WY) Choose your State to find a Form or Publication Alabama (AL) Kentucky (KY) North Dakota (ND) Alaska (AK) Louisiana (LA) Ohio (OH) Arizona (AZ) Maine (ME) Oklahoma (OK) Arkansas (AR) Maryland (MD) Oregon (OR) California (CA) Massachusetts (MA) Pennsylvania (PA) Colorado (CO) Michigan (MI) Rhode Island (RI) Connecticut (CT) Minnesota (MN) South Carolina (SC) Delaware (DE) Mississippi (MS) South Dakota (SD) District of Columbia (DC) Missouri (MO) Texas (TX) Florida (FL) Montana (MT) Tennessee (TN) Georgia (GA) Nebraska (NE) Utah (UT) Hawaii (HI) Nevada (NV) Vermont (VT) Idaho (ID) New Hampshire (NH) Virginia (VA) Illinois (IL) New Jersey (NJ) Washington (WA) Indiana (IN) New Mexico (NM) West Virginia (WV) Iowa (IA) New York (NY) Wisconsin (WI) Kansas (KS) North Carolina (NC) Wyoming (WY) Important Tax Dates for 2026 IRS official tax dates you need to stay on top of your taxes. FILING DATES 2026 E-filing Dates The 2025 tax year main deadline for filing federal income tax returns is April 15, 2026 February 2, 2026: Deadline for filing most 1099 forms. This includes the 1099-NEC (Nonemployee Compensation) March 2, 2026: Deadline for 1099 Paper Forms Individual Filers and Self-Employed Filers: April 15, 2026 S Corp: March 16, 2026 C Corp: April 15, 2026 Single-Member LLCs: April 15, 2026 Multi-Member LLCs: March 16, 2026 2025 / 2026 Estimated Tax Payment Dates January 15, 2026 - Make last 2025 estimated tax payment April 15, 2026 - First 2026 estimated tax payment due June 15, 2026 - Second 2026 estimated tax payment due September 15, 2026 - Third 2026 estimated tax payment due Tax Document Dates February 2, 2026 - Deadline for employers to file Form W-2s with the IRS, unless filed electronically for 2025 forms February 2, 2026 - Deadline for reporting payments to contract workers on Form 1099-MISC for 2025 State Refund Delivery Timetables State Refund Timetable Alabama Refunds are processed starting March 1 every year. Alaska No state income tax. Arizona Begins processing e-filed tax returns in mid-February. Arkansas Anti-theft measures may result in tax refunds not being issued as quickly as in past years. California E-Filed returns will take up to 3 weeks. Some tax returns need extra review for accuracy, so extra processing time may be necessary. Colorado Fraud detection and verification could delay individual income tax refunds up to 60 days beyond the time frames of prior years. Connecticut No specific timeline provided for delivery of tax refunds. Delaware Expect 4–6 weeks from filing for your refund to be delivered. Florida No state income tax. Georgia Most error-free e-Filed returns are processed within 5 business days of receiving the return. Most refunds are issued within 21 days from the filed date. Hawaii It will likely take 9–10 weeks after you e-file your tax return. Idaho e-Filers can expect refunds about 7 to 8 weeks after receiving an acknowledgment that the state has the return. Illinois No specific timeline provided for delivery of tax refunds. Indiana Allow 2–3 weeks of processing time for your tax refund. Iowa The anticipated time frame for refund processing is 30–45 days. Kansas No specific timeline provided for delivery of tax refunds. Kentucky Allow 2–3 weeks of processing time for a directly deposited tax refund. Processing of all refunds may be delayed. Louisiana The expected refund processing time for returns filed electronically is up to 45 days. Maine No specific timeline provided for delivery of tax refunds. Maryland No specific timeline provided for delivery of tax refunds. Massachusetts E-filed returns take up to 6 weeks to process. Michigan No specific timeline provided for delivery of tax refunds. Minnesota Every return received is different, so processing time will vary. Mississippi E-filers should allow 10 business days before calling about a refund. Returns filed early are usually processed more quickly than ones filed closer to the due date. Missouri No specific timeline provided for delivery of tax refunds. Montana May take up to 90 days to issue your refund. Nebraska Please allow a minimum of 30 days to receive your refund if you e-file an error-free return. Nevada No state income tax. New Jersey Use the Online Refund Status Service if you e-filed your return at least four weeks ago. New Mexico E-filed returns claiming a refund are generally processed within 6 to 8 weeks. New York No specific timeline provided for delivery of tax refunds. North Carolina Some refunds may take longer than normal, which is 6 weeks for electronically filed returns. North Dakota Refunds may take longer than in the past. No specific timeline provided for delivery of tax refunds. Ohio No specific timeline provided for delivery of tax refunds. Oklahoma If your return was filed electronically, please allow 6 weeks to receive your refund. Oregon Four weeks after the return is filed, the Oregon automated telephone answering system can provide information about the current year income tax refund. Pennsylvania No specific timeline provided for delivery of tax refunds. Rhode Island No specific timeline provided for delivery of tax refunds. South Carolina Most refunds are issued 6-8 weeks after you file your return. South Dakota No state income tax. Texas No state income tax. Utah Wait 30 days if filed electronically. Vermont E-Filed returns have an expected timeframe of 6–8 weeks. Virginia E-Filed returns should get refunds in up to 4 weeks. Washington No state income tax. West Virginia Expect significant delay of your tax refund. Call concerning your refund if it has been more than 10 weeks since your refund was filed. Wisconsin If filed electronically, most refunds are issued in less than 12 weeks. Wyoming No state income tax. 2026 Holiday Schedule Date Holiday Thursday, January 1st, 2026 New Year's Day Monday, January 19th Birthday of Martin Luther King, Jr. Monday, February 16th Washington’s Birthday Monday, May 25th Memorial Day Friday, June 19th Juneteenth National Independence Day Friday, July 3rd Independence Day (observed) Saturday, July 4th Independence Day Monday, September 7th Labor Day Monday, October 12th Columbus Day Wedne Tax Preparation Information - Steen Tax and Notary Service Welcome Tax Information Tax Tips Prepare for your upcoming appt. with these great tips Tax Rates Latest and Previous Year Income Tax Brackets and Rates Retention Guide Storing tax records: How long is long enough? Tax Tools IRS Forms Various Forms & Publications from the IRS Due Dates All due dates assume that the date falls on a business day… Financial Calculators Various tax and financial related online Calculators Contact Us Contact Us: 626-485-6863
[email protected] Preparing for tax day Use these tips to help you prepare for your appointment What should you do to prepare for your appointment? Tax Tools and Information Feed. Z Required documents to keep on file: Copies of Drivers License or State IDs Social Security Cards Proof of Residence for dependents claiming EIC Income documents: Income from jobs: forms W-2 for you and your spouse Investment income—various forms 1099 (-INT, -DIV, -B, etc.), K-1s, stock option information Income from state and local income tax refunds and/or unemployment: forms 1099-G Taxable alimony received Business or farming income—profit/loss statement, capital equipment information If you use your home for business—home size, office size, home expenses, office expenses IRA/pension distributions—forms 1099-R, 8606 Rental property income/expense—profit/Loss statement, rental property suspended loss information Social Security benefits—forms SSA-1099 Income from sales of property—original cost and cost of improvements, escrow closing statement, cancelled debt information (form 1099-C) Prior year installment sale information—forms 6252, principal and Interest collected during the year, SSN and address of payer Other miscellaneous income—jury duty, gambling winnings, Medical Savings Account (MSA), scholarships, etc. (Use our handy IRS document search tool for your documents) How can I check on my tax refunds? Tax Related Web-sites/phone numbers: IRS www.irs.gov IRS Get Refund Status IRS Inquiry Phone: (800) 829-1040 Z Other tax documents: IRA contributions Energy credits Student loan interest Medical Savings Account (MSA) contributions Self-employed health insurance payments Keogh, SEP, SIMPLE and other self-employed pension plans Alimony paid that is tax deductible Educator expenses State and local income taxes paid Real estate taxes paid Personal property taxes—vehicle license fee based on value Estimated tax payment made during the year, prior year refund applied to current year, and any amount paid with an extension to file. Direct deposit information—routing and account numbers Foreign bank account information—location, name of bank, account number, peak value of account during the year Tax deduction documents: Child care costs—provider’s name, address, tax id, and amount paid Education costs—forms 1098-T, education expenses Adoption costs—SSN of child, legal, medical, and transportation costs Home mortgage interest and points you paid—Forms 1098 Investment interest expense Charitable donations—cash amounts and value of donated property, miles driven, and out-of-pocket expenses Casualty and theft losses—amount of damage, insurance reimbursements Medical and dental expenses Current Tax rates Current rates information provided by IRS Tax Tools and Information Feed. 2026 Tax Brackets Income Tax Brackets and Rates The 2026 income ceiling for all listed tax brackets and for all filers, adjusted for inflation are listed below. The Seven federal income tax rates for 2026 are... 10% - 12% - 22% - 24% - 32% - 35% - 37% (no changes from 2025). The marginal income tax rate of 37% will apply to taxpayers with taxable income above $640,600 (single filers), and $768,700 is the target for married couples filing jointly...(SEE Table 1) Table 1. Tax Brackets and Rates, 2026 (Source: IRS) Rate Single Individuals - Taxable Income Over Married Individuals Filing Joint Returns - Taxable Income Over Heads of Households - Taxable Income Over 10% $0 to $12,400 $0 to $24,800 $0 to $17,700 12% $12,401 to $50,400 $24,801 to $100,800 $17,701 to $67,450 22% $50,401 to $105,700 $100,801 to $211,400 $67,451 to $105,700 24% $105,701 to $201,775 $211,401 to $403,550 $105,701 to $201,775 32% $201,776 to $256,225 $403,551 to $512,450 $201,776 to $256,200 35% $256,226 to $640,600 $512,451 to $768,700 $256,201 to $640,600 37% $640,601 or more $768,701 or more $640,601 or more Standard Deduction & Personal Exemption 2026 has standard deductions for single filers increasing by $350; $700 for married couples filing jointly. Seniors over the age of 65 are eligible to claim an additional standard deduction of $2,050 for single filers and $1,650 for joint filers. Personal exemptions for 2026 remains at $0 (this is due to the personal exemption from the Tax Cuts and Jobs Act 2017 ) Table 2. 2026 Standard Deduction and Personal Exemption (Source: IRS) Filing Status Deduction Amount Single $16,100 Married Filing Jointly $32,200 Head of Household $24,150 Married Seniors Additional Deductions $1,650 Unmarried Seniors Additional Deductions $2,050 Alternative Minimum Tax Created in the 1960s, The Alternative Minimum Tax (AMT) was setup to prevent high-income taxpayers from avoiding the individual income tax. This parallel tax income system requires high-income taxpayers to calculate their tax bill twice: once under the ordinary income tax system and again under the AMT. The taxpayer then needs to pay the higher of the two. More information can be found at IRS.Gov (SEE Table 3). Table 3. 2026 Alternative Minimum Tax Exemptions (Source:IRS) Filing Status Exemption Amount Unmarried Individuals $90,100 Married Filing Jointly $140,200 2026 keeps the AMT rate at 28%. This rate applies to excess AMTI of $244,500 for all taxpayers ($122,250 for married couples who file separate returns). The AMT exemptions phase out at 50 cents per dollar earned once a taxpayers AMTI reaches $500,000 for single filers and $1,000,000 for married taxpayers filing jointly. In 2026, the exemption will start phasing out at $626,350 in AMTI for single filers and $1,252,700 for married taxpayers filing jointly (SEE Table 4). Table 4. 2026 Alternative Minimum Tax Exemption Phaseout Thresholds Filing Status Threshold Unmarried Individuals $625,350 Married Filing Jointly $1,252,700 Earned Income Tax Credit The 2026 Maximum Earned Income Tax Credit (EITC) for single and joint filers is $664 (no children) (SEE Table 5). The maximum credit is $4,427 for one child, $7,316 for two children, and $8,231 for three or more children. Table 5. 2026 Earned Income Tax Credit Parameters Filing Status Single or Head of Household No Children One Child Two Children Three or More Children Income at Max Credit $8,680 $13,020 $18,290 $18,290 Maximum Credit $664 $4,427 $7,316 $8,231 Phaseout Begins $10,860 $23,890 $23,890 $23,890 Phaseout Ends (Credit Equals 0 (Zero)) $19,540 $51,593 $58,629 $62,974 Filing Status Married Filing Jointly No Children One Child Two Children Three or More Children Income at Max Credit $8,680 $13,020 $18,290 $18,290 Maximum Credit $664 $4,427 $7,316 $8,231 Phaseout Begins $18,140 $31,160 $31,160 $31,160 Phaseout Ends (Credit Equals Zero) $26,820 $58,863 $65,899 $70,224 Qualified Business Income Deduction Within the Tax Cuts and Jobs Act, there is an inclusion of a 20% deduction in 2026 for pass-through businesses with $201,775 of qualified business income for single taxpayers and $403,500 for married taxpayers filing jointly (SEE Table 6). Table 6. 2026 Qualified Business Income Deduction Thresholds (Source: IRS) Filing Status Threshold Income Where Deduction Fully Phases In Unmarried Individuals $201,775 $276,775 Married Filing Jointly $403,500 $553,500 Child Tax Credit The maximum Child Tax Credit for 2026 is $2,200 per child who qualifies, with no adjustments for inflation. The amount that may be refunded for Tax Tools and Calculators - Steen Tax and Notary Service Welcome Tax Information Tax Tips Prepare for your upcoming appt. with these great tips Tax Rates Latest and Previous Year Income Tax Brackets and Rates Retention Guide Storing tax records: How long is long enough? Tax Tools IRS Forms Various Forms & Publications from the IRS Due Dates All due dates assume that the date falls on a business day… Financial Calculators Various tax and financial related online Calculators Contact Us Contact Us: 626-485-6863
[email protected] TAX TOOLS & FINANCIAL CALCULATORS All tools provided by CalcXML and the IRS Check the status of your refund. Find the proper forms for your tax preparation. Tax Tools and Information Feed. Track FEDERAL Refunds Search IRS Publications Amended FEDERAL Refunds Find IRS Tax Forms Using IRS.Gov Download IRS2Go for your mobile device Get it on Google Play Download on the App Store Choose your State to check on your Refund Alabama (AL) Kentucky (KY) North Dakota (ND) Alaska (AK)(NONE) Louisiana (LA) Ohio (OH) Arizona (AZ) Maine (ME) Oklahoma (OK) Arkansas (AR) Maryland (MD) Oregon (OR) California (CA) Massachusetts (MA) Pennsylvania (PA) Colorado (CO) Michigan (MI) Rhode Island (RI) Connecticut (CT) Minnesota (MN) South Carolina (SC) Delaware (DE) Mississippi (MS) South Dakota (SD)(NONE) District of Columbia (DC) Missouri (MO) Texas (TX)(NONE) Florida (FL)(NONE) Montana (MT) Tennessee (TN)(NONE) Georgia (GA) Nebraska (NE) Utah (UT) Hawaii (HI) Nevada (NV) Vermont (VT) Idaho (ID) New Hampshire (NH)(NONE) Virginia (VA) Illinois (IL) New Jersey (NJ) Washington (WA)(NONE) Indiana (IN) New Mexico (NM) West Virginia (WV) Iowa (IA) New York (NY) Wisconsin (WI) Kansas (KS) North Carolina (NC) Wyoming (WY) Choose your State to find a Form or Publication Alabama (AL) Kentucky (KY) North Dakota (ND) Alaska (AK) Louisiana (LA) Ohio (OH) Arizona (AZ) Maine (ME) Oklahoma (OK) Arkansas (AR) Maryland (MD) Oregon (OR) California (CA) Massachusetts (MA) Pennsylvania (PA) Colorado (CO) Michigan (MI) Rhode Island (RI) Connecticut (CT) Minnesota (MN) South Carolina (SC) Delaware (DE) Mississippi (MS) South Dakota (SD) District of Columbia (DC) Missouri (MO) Texas (TX) Florida (FL) Montana (MT) Tennessee (TN) Georgia (GA) Nebraska (NE) Utah (UT) Hawaii (HI) Nevada (NV) Vermont (VT) Idaho (ID) New Hampshire (NH) Virginia (VA) Illinois (IL) New Jersey (NJ) Washington (WA) Indiana (IN) New Mexico (NM) West Virginia (WV) Iowa (IA) New York (NY) Wisconsin (WI) Kansas (KS) North Carolina (NC) Wyoming (WY) Important Tax Dates for 2026 IRS official tax dates you need to stay on top of your taxes. FILING DATES 2026 E-filing Dates The 2025 tax year main deadline for filing federal income tax returns is April 15, 2026 February 2, 2026: Deadline for filing most 1099 forms. This includes the 1099-NEC (Nonemployee Compensation) March 2, 2026: Deadline for 1099 Paper Forms Individual Filers and Self-Employed Filers: April 15, 2026 S Corp: March 16, 2026 C Corp: April 15, 2026 Single-Member LLCs: April 15, 2026 Multi-Member LLCs: March 16, 2026 2025 / 2026 Estimated Tax Payment Dates January 15, 2026 - Make last 2025 estimated tax payment April 15, 2026 - First 2026 estimated tax payment due June 15, 2026 - Second 2026 estimated tax payment due September 15, 2026 - Third 2026 estimated tax payment due Tax Document Dates February 2, 2026 - Deadline for employers to file Form W-2s with the IRS, unless filed electronically for 2025 forms February 2, 2026 - Deadline for reporting payments to contract workers on Form 1099-MISC for 2025 State Refund Delivery Timetables State Refund Timetable Alabama Refunds are processed starting March 1 every year. Alaska No state income tax. Arizona Begins processing e-filed tax returns in mid-February. Arkansas Anti-theft measures may result in tax refunds not being issued as quickly as in past years. California E-Filed returns will take up to 3 weeks. Some tax returns need extra review for accuracy, so extra processing time may be necessary. Colorado Fraud detection and verification could delay individual income tax refunds up to 60 days beyond the time frames of prior years. Connecticut No specific timeline provided for delivery of tax refunds. Delaware Expect 4–6 weeks from filing for your refund to be delivered. Florida No state income tax. Georgia Most error-free e-Filed returns are processed within 5 business days of receiving the return. Most refunds are issued within 21 days from the filed date. Hawaii It will likely take 9–10 weeks after you e-file your tax return. Idaho e-Filers can expect refunds about 7 to 8 weeks after receiving an acknowledgment that the state has the return. Illinois No specific timeline provided for delivery of tax refunds. Indiana Allow 2–3 weeks of processing time for your tax refund. Iowa The anticipated time frame for refund processing is 30–45 days. Kansas No specific timeline provided for delivery of tax refunds. Kentucky Allow 2–3 weeks of processing time for a directly deposited tax refund. Processing of all refunds may be delayed. Louisiana The expected refund processing time for returns filed electronically is up to 45 days. Maine No specific timeline provided for delivery of tax refunds. Maryland No specific timeline provided for delivery of tax refunds. Massachusetts E-filed returns take up to 6 weeks to process. Michigan No specific timeline provided for delivery of tax refunds. Minnesota Every return received is different, so processing time will vary. Mississippi E-filers should allow 10 business days before calling about a refund. Returns filed early are usually processed more quickly than ones filed closer to the due date. Missouri No specific timeline provided for delivery of tax refunds. Montana May take up to 90 days to issue your refund. Nebraska Please allow a minimum of 30 days to receive your refund if you e-file an error-free return. Nevada No state income tax. New Jersey Use the Online Refund Status Service if you e-filed your return at least four weeks ago. New Mexico E-filed returns claiming a refund are generally processed within 6 to 8 weeks. New York No specific timeline provided for delivery of tax refunds. North Carolina Some refunds may take longer than normal, which is 6 weeks for electronically filed returns. North Dakota Refunds may take longer than in the past. No specific timeline provided for delivery of tax refunds. Ohio No specific timeline provided for delivery of tax refunds. Oklahoma If your return was filed electronically, please allow 6 weeks to receive your refund. Oregon Four weeks after the return is filed, the Oregon automated telephone answering system can provide information about the current year income tax refund. Pennsylvania No specific timeline provided for delivery of tax refunds. Rhode Island No specific timeline provided for delivery of tax refunds. South Carolina Most refunds are issued 6-8 weeks after you file your return. South Dakota No state income tax. Texas No state income tax. Utah Wait 30 days if filed electronically. Vermont E-Filed returns have an expected timeframe of 6–8 weeks. Virginia E-Filed returns should get refunds in up to 4 weeks. Washington No state income tax. West Virginia Expect significant delay of your tax refund. Call concerning your refund if it has been more than 10 weeks since your refund was filed. Wisconsin If filed electronically, most refunds are issued in less than 12 weeks. Wyoming No state income tax. 2026 Holiday Schedule Date Holiday Thursday, January 1st, 2026 New Year's Day Monday, January 19th Birthday of Martin Luther King, Jr. Monday, February 16th Washington’s Birthday Monday, May 25th Memorial Day Friday, June 19th Juneteenth National Independence Day Friday, July 3rd Independence Day (observed) Saturday, July 4th Independence Day Monday, September 7th Labor Day Monday, October 12th Columbus Day Wedne Tax Preparation Information - Steen Tax and Notary Service Welcome Tax Information Tax Tips Prepare for your upcoming appt. with these great tips Tax Rates Latest and Previous Year Income Tax Brackets and Rates Retention Guide Storing tax records: How long is long enough? Tax Tools IRS Forms Various Forms & Publications from the IRS Due Dates All due dates assume that the date falls on a business day… Financial Calculators Various tax and financial related online Calculators Contact Us Contact Us: 626-485-6863
[email protected] Preparing for tax day Use these tips to help you prepare for your appointment What should you do to prepare for your appointment? Tax Tools and Information Feed. Z Required documents to keep on file: Copies of Drivers License or State IDs Social Security Cards Proof of Residence for dependents claiming EIC Income documents: Income from jobs: forms W-2 for you and your spouse Investment income—various forms 1099 (-INT, -DIV, -B, etc.), K-1s, stock option information Income from state and local income tax refunds and/or unemployment: forms 1099-G Taxable alimony received Business or farming income—profit/loss statement, capital equipment information If you use your home for business—home size, office size, home expenses, office expenses IRA/pension distributions—forms 1099-R, 8606 Rental property income/expense—profit/Loss statement, rental property suspended loss information Social Security benefits—forms SSA-1099 Income from sales of property—original cost and cost of improvements, escrow closing statement, cancelled debt information (form 1099-C) Prior year installment sale information—forms 6252, principal and Interest collected during the year, SSN and address of payer Other miscellaneous income—jury duty, gambling winnings, Medical Savings Account (MSA), scholarships, etc. (Use our handy IRS document search tool for your documents) How can I check on my tax refunds? Tax Related Web-sites/phone numbers: IRS www.irs.gov IRS Get Refund Status IRS Inquiry Phone: (800) 829-1040 Z Other tax documents: IRA contributions Energy credits Student loan interest Medical Savings Account (MSA) contributions Self-employed health insurance payments Keogh, SEP, SIMPLE and other self-employed pension plans Alimony paid that is tax deductible Educator expenses State and local income taxes paid Real estate taxes paid Personal property taxes—vehicle license fee based on value Estimated tax payment made during the year, prior year refund applied to current year, and any amount paid with an extension to file. Direct deposit information—routing and account numbers Foreign bank account information—location, name of bank, account number, peak value of account during the year Tax deduction documents: Child care costs—provider’s name, address, tax id, and amount paid Education costs—forms 1098-T, education expenses Adoption costs—SSN of child, legal, medical, and transportation costs Home mortgage interest and points you paid—Forms 1098 Investment interest expense Charitable donations—cash amounts and value of donated property, miles driven, and out-of-pocket expenses Casualty and theft losses—amount of damage, insurance reimbursements Medical and dental expenses Current Tax rates Current rates information provided by IRS Tax Tools and Information Feed. 2026 Tax Brackets Income Tax Brackets and Rates The 2026 income ceiling for all listed tax brackets and for all filers, adjusted for inflation are listed below. The Seven federal income tax rates for 2026 are... 10% - 12% - 22% - 24% - 32% - 35% - 37% (no changes from 2025). The marginal income tax rate of 37% will apply to taxpayers with taxable income above $640,600 (single filers), and $768,700 is the target for married couples filing jointly...(SEE Table 1) Table 1. Tax Brackets and Rates, 2026 (Source: IRS) Rate Single Individuals - Taxable Income Over Married Individuals Filing Joint Returns - Taxable Income Over Heads of Households - Taxable Income Over 10% $0 to $12,400 $0 to $24,800 $0 to $17,700 12% $12,401 to $50,400 $24,801 to $100,800 $17,701 to $67,450 22% $50,401 to $105,700 $100,801 to $211,400 $67,451 to $105,700 24% $105,701 to $201,775 $211,401 to $403,550 $105,701 to $201,775 32% $201,776 to $256,225 $403,551 to $512,450 $201,776 to $256,200 35% $256,226 to $640,600 $512,451 to $768,700 $256,201 to $640,600 37% $640,601 or more $768,701 or more $640,601 or more Standard Deduction & Personal Exemption 2026 has standard deductions for single filers increasing by $350; $700 for married couples filing jointly. Seniors over the age of 65 are eligible to claim an additional standard deduction of $2,050 for single filers and $1,650 for joint filers. Personal exemptions for 2026 remains at $0 (this is due to the personal exemption from the Tax Cuts and Jobs Act 2017 ) Table 2. 2026 Standard Deduction and Personal Exemption (Source: IRS) Filing Status Deduction Amount Single $16,100 Married Filing Jointly $32,200 Head of Household $24,150 Married Seniors Additional Deductions $1,650 Unmarried Seniors Additional Deductions $2,050 Alternative Minimum Tax Created in the 1960s, The Alternative Minimum Tax (AMT) was setup to prevent high-income taxpayers from avoiding the individual income tax. This parallel tax income system requires high-income taxpayers to calculate their tax bill twice: once under the ordinary income tax system and again under the AMT. The taxpayer then needs to pay the higher of the two. More information can be found at IRS.Gov (SEE Table 3). Table 3. 2026 Alternative Minimum Tax Exemptions (Source:IRS) Filing Status Exemption Amount Unmarried Individuals $90,100 Married Filing Jointly $140,200 2026 keeps the AMT rate at 28%. This rate applies to excess AMTI of $244,500 for all taxpayers ($122,250 for married couples who file separate returns). The AMT exemptions phase out at 50 cents per dollar earned once a taxpayers AMTI reaches $500,000 for single filers and $1,000,000 for married taxpayers filing jointly. In 2026, the exemption will start phasing out at $626,350 in AMTI for single filers and $1,252,700 for married taxpayers filing jointly (SEE Table 4). Table 4. 2026 Alternative Minimum Tax Exemption Phaseout Thresholds Filing Status Threshold Unmarried Individuals $625,350 Married Filing Jointly $1,252,700 Earned Income Tax Credit The 2026 Maximum Earned Income Tax Credit (EITC) for single and joint filers is $664 (no children) (SEE Table 5). The maximum credit is $4,427 for one child, $7,316 for two children, and $8,231 for three or more children. Table 5. 2026 Earned Income Tax Credit Parameters Filing Status Single or Head of Household No Children One Child Two Children Three or More Children Income at Max Credit $8,680 $13,020 $18,290 $18,290 Maximum Credit $664 $4,427 $7,316 $8,231 Phaseout Begins $10,860 $23,890 $23,890 $23,890 Phaseout Ends (Credit Equals 0 (Zero)) $19,540 $51,593 $58,629 $62,974 Filing Status Married Filing Jointly No Children One Child Two Children Three or More Children Income at Max Credit $8,680 $13,020 $18,290 $18,290 Maximum Credit $664 $4,427 $7,316 $8,231 Phaseout Begins $18,140 $31,160 $31,160 $31,160 Phaseout Ends (Credit Equals Zero) $26,820 $58,863 $65,899 $70,224 Qualified Business Income Deduction Within the Tax Cuts and Jobs Act, there is an inclusion of a 20% deduction in 2026 for pass-through businesses with $201,775 of qualified business income for single taxpayers and $403,500 for married taxpayers filing jointly (SEE Table 6). Table 6. 2026 Qualified Business Income Deduction Thresholds (Source: IRS) Filing Status Threshold Income Where Deduction Fully Phases In Unmarried Individuals $201,775 $276,775 Married Filing Jointly $403,500 $553,500 Child Tax Credit The maximum Child Tax Credit for 2026 is $2,200 per child who qualifies, with no adjustments for inflation. The amount that may be refunded for Tax Tools and Calculators - Steen Tax and Notary Service Welcome Tax Information Tax Tips Prepare for your upcoming appt. with these great tips Tax Rates Latest and Previous Year Income Tax Brackets and Rates Retention Guide Storing tax records: How long is long enough? Tax Tools IRS Forms Various Forms & Publications from the IRS Due Dates All due dates assume that the date falls on a business day… Financial Calculators Various tax and financial related online Calculators Contact Us Contact Us: 626-485-6863
[email protected] TAX TOOLS & FINANCIAL CALCULATORS All tools provided by CalcXML and the IRS Check the status of your refund. Find the proper forms for your tax preparation. Tax Tools and Information Feed. Track FEDERAL Refunds Search IRS Publications Amended FEDERAL Refunds Find IRS Tax Forms Using IRS.Gov Download IRS2Go for your mobile device Get it on Google Play Download on the App Store Choose your State to check on your Refund Alabama (AL) Kentucky (KY) North Dakota (ND) Alaska (AK)(NONE) Louisiana (LA) Ohio (OH) Arizona (AZ) Maine (ME) Oklahoma (OK) Arkansas (AR) Maryland (MD) Oregon (OR) California (CA) Massachusetts (MA) Pennsylvania (PA) Colorado (CO) Michigan (MI) Rhode Island (RI) Connecticut (CT) Minnesota (MN) South Carolina (SC) Delaware (DE) Mississippi (MS) South Dakota (SD)(NONE) District of Columbia (DC) Missouri (MO) Texas (TX)(NONE) Florida (FL)(NONE) Montana (MT) Tennessee (TN)(NONE) Georgia (GA) Nebraska (NE) Utah (UT) Hawaii (HI) Nevada (NV) Vermont (VT) Idaho (ID) New Hampshire (NH)(NONE) Virginia (VA) Illinois (IL) New Jersey (NJ) Washington (WA)(NONE) Indiana (IN) New Mexico (NM) West Virginia (WV) Iowa (IA) New York (NY) Wisconsin (WI) Kansas (KS) North Carolina (NC) Wyoming (WY) Choose your State to find a Form or Publication Alabama (AL) Kentucky (KY) North Dakota (ND) Alaska (AK) Louisiana (LA) Ohio (OH) Arizona (AZ) Maine (ME) Oklahoma (OK) Arkansas (AR) Maryland (MD) Oregon (OR) California (CA) Massachusetts (MA) Pennsylvania (PA) Colorado (CO) Michigan (MI) Rhode Island (RI) Connecticut (CT) Minnesota (MN) South Carolina (SC) Delaware (DE) Mississippi (MS) South Dakota (SD) District of Columbia (DC) Missouri (MO) Texas (TX) Florida (FL) Montana (MT) Tennessee (TN) Georgia (GA) Nebraska (NE) Utah (UT) Hawaii (HI) Nevada (NV) Vermont (VT) Idaho (ID) New Hampshire (NH) Virginia (VA) Illinois (IL) New Jersey (NJ) Washington (WA) Indiana (IN) New Mexico (NM) West Virginia (WV) Iowa (IA) New York (NY) Wisconsin (WI) Kansas (KS) North Carolina (NC) Wyoming (WY) Important Tax Dates for 2026 IRS official tax dates you need to stay on top of your taxes. FILING DATES 2026 E-filing Dates The 2025 tax year main deadline for filing federal income tax returns is April 15, 2026 February 2, 2026: Deadline for filing most 1099 forms. This includes the 1099-NEC (Nonemployee Compensation) March 2, 2026: Deadline for 1099 Paper Forms Individual Filers and Self-Employed Filers: April 15, 2026 S Corp: March 16, 2026 C Corp: April 15, 2026 Single-Member LLCs: April 15, 2026 Multi-Member LLCs: March 16, 2026 2025 / 2026 Estimated Tax Payment Dates January 15, 2026 - Make last 2025 estimated tax payment April 15, 2026 - First 2026 estimated tax payment due June 15, 2026 - Second 2026 estimated tax payment due September 15, 2026 - Third 2026 estimated tax payment due Tax Document Dates February 2, 2026 - Deadline for employers to file Form W-2s with the IRS, unless filed electronically for 2025 forms February 2, 2026 - Deadline for reporting payments to contract workers on Form 1099-MISC for 2025 State Refund Delivery Timetables State Refund Timetable Alabama Refunds are processed starting March 1 every year. Alaska No state income tax. Arizona Begins processing e-filed tax returns in mid-February. Arkansas Anti-theft measures may result in tax refunds not being issued as quickly as in past years. California E-Filed returns will take up to 3 weeks. Some tax returns need extra review for accuracy, so extra processing time may be necessary. Colorado Fraud detection and verification could delay individual income tax refunds up to 60 days beyond the time frames of prior years. Connecticut No specific timeline provided for delivery of tax refunds. Delaware Expect 4–6 weeks from filing for your refund to be delivered. Florida No state income tax. Georgia Most error-free e-Filed returns are processed within 5 business days of receiving the return. Most refunds are issued within 21 days from the filed date. Hawaii It will likely take 9–10 weeks after you e-file your tax return. Idaho e-Filers can expect refunds about 7 to 8 weeks after receiving an acknowledgment that the state has the return. Illinois No specific timeline provided for delivery of tax refunds. Indiana Allow 2–3 weeks of processing time for your tax refund. Iowa The anticipated time frame for refund processing is 30–45 days. Kansas No specific timeline provided for delivery of tax refunds. Kentucky Allow 2–3 weeks of processing time for a directly deposited tax refund. Processing of all refunds may be delayed. Louisiana The expected refund processing time for returns filed electronically is up to 45 days. Maine No specific timeline provided for delivery of tax refunds. Maryland No specific timeline provided for delivery of tax refunds. Massachusetts E-filed returns take up to 6 weeks to process. Michigan No specific timeline provided for delivery of tax refunds. Minnesota Every return received is different, so processing time will vary. Mississippi E-filers should allow 10 business days before calling about a refund. Returns filed early are usually processed more quickly than ones filed closer to the due date. Missouri No specific timeline provided for delivery of tax refunds. Montana May take up to 90 days to issue your refund. Nebraska Please allow a minimum of 30 days to receive your refund if you e-file an error-free return. Nevada No state income tax. New Jersey Use the Online Refund Status Service if you e-filed your return at least four weeks ago. New Mexico E-filed returns claiming a refund are generally processed within 6 to 8 weeks. New York No specific timeline provided for delivery of tax refunds. North Carolina Some refunds may take longer than normal, which is 6 weeks for electronically filed returns. North Dakota Refunds may take longer than in the past. No specific timeline provided for delivery of tax refunds. Ohio No specific timeline provided for delivery of tax refunds. Oklahoma If your return was filed electronically, please allow 6 weeks to receive your refund. Oregon Four weeks after the return is filed, the Oregon automated telephone answering system can provide information about the current year income tax refund. Pennsylvania No specific timeline provided for delivery of tax refunds. Rhode Island No specific timeline provided for delivery of tax refunds. South Carolina Most refunds are issued 6-8 weeks after you file your return. South Dakota No state income tax. Texas No state income tax. Utah Wait 30 days if filed electronically. Vermont E-Filed returns have an expected timeframe of 6–8 weeks. Virginia E-Filed returns should get refunds in up to 4 weeks. Washington No state income tax. West Virginia Expect significant delay of your tax refund. Call concerning your refund if it has been more than 10 weeks since your refund was filed. Wisconsin If filed electronically, most refunds are issued in less than 12 weeks. Wyoming No state income tax. 2026 Holiday Schedule Date Holiday Thursday, January 1st, 2026 New Year's Day Monday, January 19th Birthday of Martin Luther King, Jr. Monday, February 16th Washington’s Birthday Monday, May 25th Memorial Day Friday, June 19th Juneteenth National Independence Day Friday, July 3rd Independence Day (observed) Saturday, July 4th Independence Day Monday, September 7th Labor Day Monday, October 12th Columbus Day Wedne Contact Us - Steen Tax and Notary Service Welcome Tax Information Tax Tips Prepare for your upcoming appt. with these great tips Tax Rates Latest and Previous Year Income Tax Brackets and Rates Retention Guide Storing tax records: How long is long enough? Tax Tools IRS Forms Various Forms & Publications from the IRS Due Dates All due dates assume that the date falls on a business day… Financial Calculators Various tax and financial related online Calculators Contact Us Contact Us: 626-485-6863
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[email protected] Address 1367 Calbourne Dr Walnut, CA 91789 How to find us OUR HOURS Weekdays 9:00 AM – 8:00 PM Weekends 10:00 PM – 7:00 PM email us Contact Us First Name * Last Name * Email * Phone Message * If you are human, leave this field blank. Submit --> --> --> --> --> --> Copyright ©2026 | Steen Tax and Notary Service | taxPRO Websites Privacy Policy - Steen Tax and Notary Service Welcome Tax Information Tax Tips Prepare for your upcoming appt. with these great tips Tax Rates Latest and Previous Year Income Tax Brackets and Rates Retention Guide Storing tax records: How long is long enough? Tax Tools IRS Forms Various Forms & Publications from the IRS Due Dates All due dates assume that the date falls on a business day… Financial Calculators Various tax and financial related online Calculators Contact Us Contact Us: 626-485-6863
[email protected] Privacy Policy Information on data collection and security. PRIVACY POLICY Last updated: 2021-11-03 15:37:06 Steen Tax and Notary Service (“us”, “we”, or “our”) operates {{Website URL}} (the “Site”). This page informs you of our policies regarding the collection, use and disclosure of Personal Information we receive from users of the Site. We use your Personal Information only for providing and improving the Site. By using the Site, you agree to the collection and use of information in accordance with this policy. Information Collection and Use While using our Site, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you. Personally identifiable information may include, but is not limited to your name (“Personal Information”). Log Data Like many site operators, we collect information that your browser sends whenever you visit our Site (“Log Data”). This Log Data may include information such as your computer’s Internet Protocol (“IP”) address, browser type, browser version, the pages of our Site that you visit, the time and date of your visit, the time spent on those pages and other statistics. In addition, we may use third party services such as Google Analytics that collect, monitor and analyze this … Cookies Cookies are files with small amount of data, which may include an anonymous unique identifier. Cookies are sent to your browser from a web site and stored on your computer’s hard drive. Like many sites, we use “cookies” to collect information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Site. Security The security of your Personal Information is important to us, but remember that no method of transmission over the Internet, or method of electronic storage, is 100% secure. While we strive to use commercially acceptable means to protect your Personal Information, we cannot guarantee its absolute security. Changes to This Privacy Policy This Privacy Policy is effective as of 2021-11-03 15:37:06 and will remain in effect except with respect to any changes in its provisions in the future, which will be in effect immediately after being posted on this page. We reserve the right to update or change our Privacy Policy at any time and you should check this Privacy Policy periodically. Your continued use of the Service after we post any modifications to the Privacy Policy on this page will constitute your acknowledgment of the modifications and your consent to abide and be bound by the modified Privacy Policy. If we make any material changes to this Privacy Policy, we will notify you either through the email address you have provided us, or by placing a prominent notice on our website. Contact Us If you have any questions about this Privacy Policy, please contact us. CONTACT US 1367 Calbourne Dr Walnut, CA 91789 PHONE: 626-485-6863 EMAIL:
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[email protected] CONTACT US Phone 626-485-6863 Email
[email protected] Address 1367 Calbourne Dr Walnut, CA 91789 How to find us OUR HOURS Weekdays 9:00 AM – 8:00 PM Weekends 10:00 PM – 7:00 PM email us Contact Us First Name * Last Name * Email * Phone Message * If you are human, leave this field blank. Submit --> --> --> --> --> --> Copyright ©2026 | Steen Tax and Notary Service | taxPRO Websites Tax Preparation Information - Steen Tax and Notary Service Welcome Tax Information Tax Tips Prepare for your upcoming appt. with these great tips Tax Rates Latest and Previous Year Income Tax Brackets and Rates Retention Guide Storing tax records: How long is long enough? Tax Tools IRS Forms Various Forms & Publications from the IRS Due Dates All due dates assume that the date falls on a business day… Financial Calculators Various tax and financial related online Calculators Contact Us Contact Us: 626-485-6863
[email protected] Preparing for tax day Use these tips to help you prepare for your appointment What should you do to prepare for your appointment? Tax Tools and Information Feed. Z Required documents to keep on file: Copies of Drivers License or State IDs Social Security Cards Proof of Residence for dependents claiming EIC Income documents: Income from jobs: forms W-2 for you and your spouse Investment income—various forms 1099 (-INT, -DIV, -B, etc.), K-1s, stock option information Income from state and local income tax refunds and/or unemployment: forms 1099-G Taxable alimony received Business or farming income—profit/loss statement, capital equipment information If you use your home for business—home size, office size, home expenses, office expenses IRA/pension distributions—forms 1099-R, 8606 Rental property income/expense—profit/Loss statement, rental property suspended loss information Social Security benefits—forms SSA-1099 Income from sales of property—original cost and cost of improvements, escrow closing statement, cancelled debt information (form 1099-C) Prior year installment sale information—forms 6252, principal and Interest collected during the year, SSN and address of payer Other miscellaneous income—jury duty, gambling winnings, Medical Savings Account (MSA), scholarships, etc. (Use our handy IRS document search tool for your documents) How can I check on my tax refunds? Tax Related Web-sites/phone numbers: IRS www.irs.gov IRS Get Refund Status IRS Inquiry Phone: (800) 829-1040 Z Other tax documents: IRA contributions Energy credits Student loan interest Medical Savings Account (MSA) contributions Self-employed health insurance payments Keogh, SEP, SIMPLE and other self-employed pension plans Alimony paid that is tax deductible Educator expenses State and local income taxes paid Real estate taxes paid Personal property taxes—vehicle license fee based on value Estimated tax payment made during the year, prior year refund applied to current year, and any amount paid with an extension to file. Direct deposit information—routing and account numbers Foreign bank account information—location, name of bank, account number, peak value of account during the year Tax deduction documents: Child care costs—provider’s name, address, tax id, and amount paid Education costs—forms 1098-T, education expenses Adoption costs—SSN of child, legal, medical, and transportation costs Home mortgage interest and points you paid—Forms 1098 Investment interest expense Charitable donations—cash amounts and value of donated property, miles driven, and out-of-pocket expenses Casualty and theft losses—amount of damage, insurance reimbursements Medical and dental expenses Current Tax rates Current rates information provided by IRS Tax Tools and Information Feed. 2026 Tax Brackets Income Tax Brackets and Rates The 2026 income ceiling for all listed tax brackets and for all filers, adjusted for inflation are listed below. The Seven federal income tax rates for 2026 are... 10% - 12% - 22% - 24% - 32% - 35% - 37% (no changes from 2025). The marginal income tax rate of 37% will apply to taxpayers with taxable income above $640,600 (single filers), and $768,700 is the target for married couples filing jointly...(SEE Table 1) Table 1. Tax Brackets and Rates, 2026 (Source: IRS) Rate Single Individuals - Taxable Income Over Married Individuals Filing Joint Returns - Taxable Income Over Heads of Households - Taxable Income Over 10% $0 to $12,400 $0 to $24,800 $0 to $17,700 12% $12,401 to $50,400 $24,801 to $100,800 $17,701 to $67,450 22% $50,401 to $105,700 $100,801 to $211,400 $67,451 to $105,700 24% $105,701 to $201,775 $211,401 to $403,550 $105,701 to $201,775 32% $201,776 to $256,225 $403,551 to $512,450 $201,776 to $256,200 35% $256,226 to $640,600 $512,451 to $768,700 $256,201 to $640,600 37% $640,601 or more $768,701 or more $640,601 or more Standard Deduction & Personal Exemption 2026 has standard deductions for single filers increasing by $350; $700 for married couples filing jointly. Seniors over the age of 65 are eligible to claim an additional standard deduction of $2,050 for single filers and $1,650 for joint filers. Personal exemptions for 2026 remains at $0 (this is due to the personal exemption from the Tax Cuts and Jobs Act 2017 ) Table 2. 2026 Standard Deduction and Personal Exemption (Source: IRS) Filing Status Deduction Amount Single $16,100 Married Filing Jointly $32,200 Head of Household $24,150 Married Seniors Additional Deductions $1,650 Unmarried Seniors Additional Deductions $2,050 Alternative Minimum Tax Created in the 1960s, The Alternative Minimum Tax (AMT) was setup to prevent high-income taxpayers from avoiding the individual income tax. This parallel tax income system requires high-income taxpayers to calculate their tax bill twice: once under the ordinary income tax system and again under the AMT. The taxpayer then needs to pay the higher of the two. More information can be found at IRS.Gov (SEE Table 3). Table 3. 2026 Alternative Minimum Tax Exemptions (Source:IRS) Filing Status Exemption Amount Unmarried Individuals $90,100 Married Filing Jointly $140,200 2026 keeps the AMT rate at 28%. This rate applies to excess AMTI of $244,500 for all taxpayers ($122,250 for married couples who file separate returns). The AMT exemptions phase out at 50 cents per dollar earned once a taxpayers AMTI reaches $500,000 for single filers and $1,000,000 for married taxpayers filing jointly. In 2026, the exemption will start phasing out at $626,350 in AMTI for single filers and $1,252,700 for married taxpayers filing jointly (SEE Table 4). Table 4. 2026 Alternative Minimum Tax Exemption Phaseout Thresholds Filing Status Threshold Unmarried Individuals $625,350 Married Filing Jointly $1,252,700 Earned Income Tax Credit The 2026 Maximum Earned Income Tax Credit (EITC) for single and joint filers is $664 (no children) (SEE Table 5). The maximum credit is $4,427 for one child, $7,316 for two children, and $8,231 for three or more children. Table 5. 2026 Earned Income Tax Credit Parameters Filing Status Single or Head of Household No Children One Child Two Children Three or More Children Income at Max Credit $8,680 $13,020 $18,290 $18,290 Maximum Credit $664 $4,427 $7,316 $8,231 Phaseout Begins $10,860 $23,890 $23,890 $23,890 Phaseout Ends (Credit Equals 0 (Zero)) $19,540 $51,593 $58,629 $62,974 Filing Status Married Filing Jointly No Children One Child Two Children Three or More Children Income at Max Credit $8,680 $13,020 $18,290 $18,290 Maximum Credit $664 $4,427 $7,316 $8,231 Phaseout Begins $18,140 $31,160 $31,160 $31,160 Phaseout Ends (Credit Equals Zero) $26,820 $58,863 $65,899 $70,224 Qualified Business Income Deduction Within the Tax Cuts and Jobs Act, there is an inclusion of a 20% deduction in 2026 for pass-through businesses with $201,775 of qualified business income for single taxpayers and $403,500 for married taxpayers filing jointly (SEE Table 6). Table 6. 2026 Qualified Business Income Deduction Thresholds (Source: IRS) Filing Status Threshold Income Where Deduction Fully Phases In Unmarried Individuals $201,775 $276,775 Married Filing Jointly $403,500 $553,500 Child Tax Credit The maximum Child Tax Credit for 2026 is $2,200 per child who qualifies, with no adjustments for inflation. The amount that may be refunded for