🍂 Fall Tax Prep Timeline: What to Know Before October Hits

🍂 Fall Tax Prep Timeline: What to Know Before October Hits

As the leaves begin to turn, so do the pages on your tax calendar. Fall isn’t just for pumpkin spice and cozy sweaters — it’s a critical window for tax planning, especially if you filed an extension or make quarterly payments.

Here’s what you need to know heading into October:

đź“… Key Dates to Watch

  • September 16: Third-quarter estimated tax payments are due. This applies to freelancers, small business owners, and anyone with untaxed income.
  • October 15: Final deadline to file your 2024 federal return if you requested an extension.
  • November–December: Ideal time to review charitable contributions, retirement account funding, and year-end deductions.

đź§ľ What Documents Should You Gather?

  • W-2s and 1099s
  • Donation receipts
  • Retirement contribution statements
  • Business expense logs

🏙️ Oklahoma-Specific Tips

  • Don’t forget to check for local credits, such as relocation expenses or school district levies.
  • Property tax statements may offer deductions if paid before year-end.

đź’¬ Need Help?

Keens Tax Service offers:

  • Extension filing support
  • Estimated tax guidance
  • Year-end planning sessions tailored to individuals and small businesses