
APEX TAX ADVISORS, LLC
APEX CAPITAL WEALTH MANAGEMENT
A Member of Advisory Services Network, LLC

2026 CALENDAR
Welcome 2026! For important tax items, see bolded dates. All other dates are for your edification and our amusement. Have a great year & don't forget to call us for your free mid-year tax appointment in June!
JANUARY
1 Welcome 2026!! We are looking forward to seeing all of you soon!
2 There are lots of discussions on the One Big Beautiful Bill. Please review our summary.
5 Lana has retired after 17 years. We miss you, Lana! Donna is our new work wife…
10 Looks like the Amazon delivery drivers have requested a transfer to Blackwood…
12 Welcome our returning staff Ashley and Judy!
15 Last 2025 Estimated payment is due.
26 First day the IRS will accept 2025 tax returns.
27 Welcome our new seasonal staff…when we hire them.
FEBRUARY
2 W2s, 1099INT & 1099DIV must be in the mail. (yes it is usually 1/31–weekend)
Groundhog Day! Groundhog Day! Groundhog Day!
6-22 Winter Olympics Games in Milano Cortina. USA!!! USA!!! USA!!!
8 Super Bowl in California. Go Eagles?? Sports betting is legal and deductible!
10 Pitchers and catchers at Clearwater for spring training. Go Phils!
14 Donna: One of your primary jobs is to remind Bill & John to get…something for their wives!
16 Brokerage 1099B must be in the mail. They are almost always wrong. Amended version will be mailed soon...
MARCH
8 Daylight Savings time. Change those smoke detector batteries!
16 S-Corp, LLCs and Partnerships must be filed. K-1s must be mailed (no chance…)
17 NCAA March Madness begins. Madness has surrounded us for months!
Happy St. Patty's Day!
20 Spring is finally here! Get those golf clubs and bicycles cleaned up!
27 Phillies Opening Day in Washington, DC.
31 Opening Day at Citizens Bank Park
APRIL
1 April Fool’s Day. Who will be the major victim this year??
6 NCAA Championship game. Who is playing again…?
8 Last day Apex will accept documents. NO EXCEPTIONS!
15 US Tax Day! Your 1040’s are due. Apex does NOT do extensions. Tax season ends today!! Payments must be submitted / mailed today or they are late!
1st 2026 Estimated payment is due.
16 & 17 Apex is closed to recover…from the party…
20-1 Apex will have limited hours (10-2) until May
20 Sometime this month, NHL & NBA playoffs start. Too tired to follow…
MAY
2 Kentucky Derby Day! A fun day preparing for 1 minute and 30 seconds!
4 Full time hours return to Apex. Recharged and refreshed for the fun part of the year!
5 Cinco de Mayo!!
10 Mother’s Day. We should all be good to Mom!
25 Memorial Day. The official beginning of summer! Beach dreams! Bring sunscreen!
31 We miss you Lani…
JUNE
1 It’s almost the middle of the year. Time for a free Financial Checkup! Call Apex!
11 Game 1 of the World Cup begins in North America! 6 matches across the bridge at Lincoln Financial Field!
14 National Bourbon Day. Taste test?
15 2nd 2026 Estimated payment is due.
21 Summer is finally here! Wear your sunscreen! BTW…It’s Father’s Day
JULY
1 The year is ½ over! Still, plenty of time to make 2026 great! Call Apex!!
2 I Forgot Day. We know the answer to this one…
4 Happy Birthday America! 250 years and still going!
12 Simplicity Day. Call Apex to simplify your finances!
31 Business owners with small business retirement accounts over $250,000 must file an IRS Form 5500
AUGUST
1 It’s National Insurance Month. Call Apex to make sure your family is protected!
4 Pony Express Day. Steve was working that day…
8 Disc Golf Day. Fore! Watch out since Nick is playing!
28 Speaking of Nick, any exams coming up??
SEPTEMBER
7 Labor Day. The summer is not over yet…due to global warming…
8 The kids are back in school (thank God). More time to focus on you! Call Apex!!
15 3rd Estimated payment is due. Business extensions are due.
26 Compliance Officer Day. We love you Laura and team!
OCTOBER
1 Last Quarter of 2026! Don’t delay! Still time to review for a great 2026!
3-4 Beach Haven Chowder Cookoff weekend (expected dates). Summer is winding down…
15 1040 Extensions are due. At Apex, only those waiting on K-1s and special approved circumstances are filed. Payment should have been made in April!
22 Fall. It’s pumpkin everything time! PSL!
31 Halloween. Don’t let your finances get spooky! Call Apex!
NOVEMBER
1 Daylight Savings ends. Loving that extra hour…but could use it in March!!
3 Election Day. Get out and vote no matter which side of the aisle you’re on.
5 Cookie Monster Day. Nom nom nom
26 Thanksgiving. We are truly Thankful for our clients! Thank you for allowing us to serve you.
DECEMBER
4-12 Hanukkah. Enjoy the 8 day Festival of lights
7 Last day to guarantee RMDs will be submitted…with no 50% penalty!
21 Winter begins. Boo!!!
23 Festivus…for the rest of us!
25 Merry Christmas!
31 New Years Eve. Have a great night, but please be safe!!
JANUARY 2027
1 Happy New Year!! Welcome 2027!! (hopefully without Advil)
15 Final 2026 Estimated Payment is due.
And the cycle continues…






