Free Guides

Business Owner Resources

Bookkeeping checklist on desk

Guide

Monthly Bookkeeping Checklist

A step-by-step checklist to keep your books clean and current every month.

Tax planning calendar

Guide

Tax Planning Timeline

Key milestones and deadlines for proactive business tax planning throughout the year.

Financial documents organized

Guide

Financial Cleanup Starter Kit

What to gather and how to organize your books before working with a professional.

Payroll business practices

Guide

Payroll Best Practices

Essential practices for running payroll correctly and staying compliant as a small business.

Key Tax Dates

Important Dates for Business Owners

2026 Calendar

Jan 15 — Q4 Estimated Tax
Jan 31 — W-2s & 1099s Due
Mar 15 — S-Corp/Partnership Returns
Apr 15 — Individual & C-Corp Returns
Apr 15 — Q1 Estimated Tax
Jun 15 — Q2 Estimated Tax
Sep 15 — Q3 Estimated Tax
Sep 15 — Extended S-Corp Returns
Oct 15 — Extended Individual Returns
May 15 — TX Franchise Tax

Jan 15

Q4 Estimated Tax Payment Due

Final quarterly estimated tax payment for the prior year.

Mar 15

S-Corp & Partnership Returns Due

Form 1120-S and Form 1065 filing deadline.

Apr 15

Individual & C-Corp Returns + Q1 Estimated Tax

Form 1040 and Form 1120 deadline. First quarterly estimated payment due.

May 15

Texas Franchise Tax Due

Annual Texas franchise tax report and payment deadline.

FAQ

Frequently Asked Questions

Search or browse by topic to find answers about our services.

Do you work with individuals or only businesses?+

The Doza Group specializes in working with business owners. We do not take on individual-only clients, but we do handle personal tax returns for business owners as part of our integrated service model.

What makes The Doza Group different from a traditional CPA?+

Most firms focus on tax season. We focus on your business year-round. Our integrated model combines bookkeeping, advisory, and tax under one roof so nothing falls through the cracks.

Do you require bookkeeping services to work together?+

Yes. Accurate books are the foundation for reliable advisory and tax work. We require bookkeeping as a baseline so that every recommendation and filing is based on real numbers.

How often will I receive financial reports?+

Monthly. Starter clients by the 25th, Growth by the 15th, Scale by the 10th. You will always know where your business stands.

What if my books are behind or messy?+

Very common. We assess your books during onboarding and include a cleanup phase to bring everything current before moving into monthly service.

Do you work with QuickBooks?+

Yes. We specialize in QuickBooks Online with certified professionals managing your account.

What is CFO advisory and do I need it?+

CFO advisory helps you understand your numbers and make better decisions. If you are growing, planning to hire, or thinking about expansion, advisory gives you the financial clarity to move with confidence.

Do you handle tax preparation?+

Yes. Business and individual preparation as part of our integrated model. We also handle quarterly estimated taxes, state filings, and year-end planning.

Can you help with IRS issues or notices?+

Yes. We assist with notices, back taxes, amendments, payment plans, and ongoing IRS communication on your behalf.

How much do bookkeeping services cost?+

Our Starter package begins at $350/month. Growth and Scale packages are customized based on transaction volume, entity structure, and advisory needs.

Can I customize my package?+

Absolutely. Every business is different. After the discovery call, we build a plan that fits your stage, goals, and budget.

What does onboarding look like?+

Onboarding includes a discovery session, book assessment, system setup, and a 90-day integration period to get everything running smoothly.

How do I get started?+

Book a free discovery call. We will learn about your business, walk through our services, and see if we are a good fit.

Get Your Free Guide

Fill out the form below to download your Monthly Bookkeeping Checklist guide.

Get Your Free Guide

Fill out the form below to download your Tax Planning Timeline guide.

Get Your Free Guide

Fill out the form below to download your Financial Cleanup Starter Kit guide.

Get Your Free Guide

Fill out the form below to download your Payroll Best Practices guide.