2026 Tax Preparation - What to give your CPA
Is it time to file your taxes, but you're not sure where to start? Tax season can feel overwhelming, but we’re here to help you get everything organized and ready for your CPA.
First and foremost, you will need to identify which tax form applies to your business. Different entity types have different filling requirements and due dates. These due dates are for entities with a December fiscal year end.
Sole Proprietor
File Schedule C (Form 1040)
Due April 15th, 2026
Partnership
File Form 1065
Due March 16th, 2026
S-Corp
File Form 1120-S
Due March 16th, 2026
C-Corp
File Form 1120
Due April 15th, 2026
Secondly, make sure all your bank accounts, credit card accounts, and any assets/liabilities are reconciled.
This includes but is not limited to:
recording all income
categorizing all expenses
confirming payroll is fully recorded
confirming your fixed assets.
These items will create the following documents, which your CPA will rely on to prepare your return.
Your CPA will also need:
Income Documentation
1099s you received
All income must be reported regardless of receiving a 1099 or W2
Expense & Deduction Documentation
Loan interest statements
Mortgage interest Statements
Asset purchases
Payroll Documentation (if you have employees)
W-2s filed
941 quarterly filings
State Payroll filings
A list of Quarterly Prepaid Income Tax deposits
If this feels overwhelming, you don’t have to navigate it alone. Schedule an initial consultation with Lakesite Accounting, and we’ll help you get your books organized and tax-ready with clarity and confidence.