Tax Law and News

Key tax dates and to-do-list: June 2026

Written by Nadia Rodriguez, CPA, CTC
Modified May 13, 2026
3 min read

June is the month to shift from reactive to proactive! With the April filing season behind you and the next wave of deadlines, including Q2 estimated tax payments due in June, now is the time to reach out to business clients about mid-year tax planning, payroll adjustments, and any life or business changes that could affect their year-end liability.

Professionals should conduct mid-year reviews for clients with complex situations, revisiting projections made in January and stress-testing them against actual income and expenses. This is also a good time to schedule quarterly check-ins, onboard new clients who were dissatisfied with their previous preparer, and invest in learning, especially with summer tax and accounting conferences.

June offers you the breathing room to evaluate workflow bottlenecks from the prior season, upgrade software or processes, and begin training staff on any new tools or regulatory changes taking effect in the second half of the year. Professionals who use this time strategically will be far better positioned when the next filing season arrives.

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In June, it is recommended that you:

Confirm Q2 estimated tax payments: Verify that individual and business clients have submitted their 2nd-quarter. This is also an ideal touch point to initiate a mid-year advisory conversation.

Identify S-corp salary review candidates: Pull a list of S-corp clients whose reasonable compensation has not been reviewed in 12+ months. June is the right time when adjustments can still be implemented before year-end.

Launch mid-year advisory reviews: Reach out proactively to your top 20 business clients. Frame these as 30-minute check-ins on YTD financials, Q3 projections, and any entity structure opportunities surfaced by the One, Big Beautiful Bill.

Schedule your own mid-year practice review: Review your capacity, pricing, and top client relationships. Which engagements are underpriced? Which clients are ready for a broader advisory conversation?

Key Compliance Dates

Wednesday, June 10: Tips reporting for May (Form 4070). Employees who received $20 or more in tips during May must report to their employer.

Friday, June 12: Regular-method excise taxes deposit for the last 16 days of May.

Monday, June 15: Second installment of 2026 estimated tax due for individuals and calendar-year corporations. Monthly payroll tax deposit for May (Form 941).

Thursday, June 25: Communications and air transportation taxes deposit for the last 16 days of May.

Monday. June 29: Regular-method excise taxes deposit for the first 15 days of June.

Tuesday, June 30: Wagering tax (Form 730) and Heavy Highway Vehicle Use Tax (Form 2290) for May is due. Include floor stocks tax for ozone-depleting chemicals, if applicable.

Intuit® Accountant Resources

Key Tax Facts for 2026 and Key Tax Facts for 2025
The June 2026 calendar with filing deadlines and reminders for you and your clients.
Tax update for TY26: Navigating the OB3 Act and more
One Big Beautiful Bill summary and tax changes
Navigating the tax landscape
IRS annual inflation adjustments for tax years 2025 and 2026

Nadia Rodriguez, CPA, CTC, is a Dallas-based tax advisor who has held her CPA license since 2009 and holds a master's degree in Taxation from the University of North Texas. She leads a boutique practice that helps individuals and closely held businesses with proactive planning, smart advisory, and accurate compliance. Nadia is the founder of Tax Training Academy, where she teaches bilingual, code-based courses built for working tax pros, and she also created the Nadia CPA Inner Circle, a welcoming community where tax professionals learn together and tackle real client challenges side by side. Earlier in her career, she contributed to Fortune 500 projects that helped modernize the tax profession and support fellow practitioners. Nadia has shared her work with state CPA societies, the NATP, the IRS Tax Forum, AICPA Engage, CPA Practice Advisor's Ensuring Success, Intuit Tax Pro Webinars, Latino Tax Fest, and Telemundo. Recognized as a "20 Under 40" Top Influencer, she serves her community in English and Spanish with clarity, care, and credibility. More from Nadia Rodriguez, CPA, CTC