2026
TAX ACTION PLAN
GETTING STARTED
Keep an eye out for your tax season kick-off details. You’ll receive an email from us – in addition to a Canopy notification containing your Engagement Letter, Tax Organizer, and a list of documents we need to get started.
YOUR CANOPY CLIENT PORTAL
Download the Canopy app and bookmark the link on your desktop to easily upload documents, review updates, track progress, and sign tax documents electronically. You can also always find the link to Canopy on our website daviesallen.com.
TAX ORGANIZER & ENGAGEMENT LETTER
The Online Tax Organizer & Engagement Letter are now available directly in Canopy. We’ve simplified and improved the process based on your feedback to make it faster, clearer, and more user-friendly.
UPLOADING YOUR TAX DOCUMENTS
We’re asking that you upload your files directly to Canopy rather than using email. It is the most secure way to share your information, keeping your data safe while providing you with 24/7 access to all your tax documents in one place.
COMMUNICATING WITH US
If we have questions or need anything clarified, we’ll reach out. Please respond as quickly you can – it helps keep things moving! And don’t hesitate to reach out to us with any questions you have along the way.
FINALIZING & FILING YOUR RETURN
When your return is complete, we’ll upload it to Canopy and email you a summary of taxes owed or refunds. Then, simply sign your authorization forms and pay your invoice through QuickBooks. Once signed and paid, we’ll officially file your return – job done!
FAQ & HELPFUL RESOURCES
IRS ID.ME ACCOUNT
We are asking all Davies Allen clients to create an IRS account. Visit IRS.gov to create an ID.me account. IRS accounts allow you to make tax payments online, sign a Power of Attorney, confirm your tax payments and more.
ACCESS YOUR FILES IN CANOPY
Your Tax Returns, Payment Vouchers, K-1s, and other essential documents are securely stored in your Canopy portal, in the respective year. You can find them in: Files > 202X > Tax Returns.
MORE THAN TAX RETURNS
Our Advisory Department offers full-service bookkeeping to keep your business tax-ready year-round. We also manage 1099 filings: you provide the data, and we handle the preparation and submission for your vendors and subcontractors.
WE VALUE FEEDBACK
We are constantly looking for ways to improve your experience with us. If there is something we can do to serve you better, please let us know. If you’ve enjoyed working with our team, we would be honored if you shared your experience with a 5-star Google review!
2026 CRITICAL TAX DATES & DEADLINES
Business Tax Deadlines
Jan 31: 1099 Filing Deadline
Feb 15: Document Submission Deadline to D+A
Mar 15: Filing Deadline for Business Returns (S-Corps & Partnerships)
Aug 15: Extended Document Submission Deadline to D+A
Sep 15: Extended Filing Deadline for Business Returns
Individual & Trust Tax Deadlines
Mar 15: Document Submission Deadline to D+A
Apr 15: Filing Deadline for Individual Returns & Trusts
Sep 26: Extended Document Submission Deadline to D+A
Oct 15: Extended Filing Deadline for Individual Returns & Trusts
Quarterly Estimated Payments [2026]
Apr 15: Q1 Payment
Jun 15: Q2 Payment
Sep 15: Q3 Payment
Jan 15 (2027): Q4 Payment