SOVE7GN
Tax season social media posts: a January to April clip calendar for CPAs
Updated 25 October 2026 · Written by Reyansh Juneja and Naman Dhiman, the co-founders of SOVE7GN, who run the campaigns and review the clips
The best tax season social media posts follow the IRS calendar: one short clip ahead of each deadline, answering the question clients are about to ask, from the January estimated payment to the April 15 filing date. Below is that calendar for the 2027 season, built from IRS dates, with a clip idea for each date, the lines a tax professional should never say, and where each clip fits best.
Short answer: Plan clips around five dates in early 2027: 15 January (fourth-quarter estimated payment), 1 February (W-2s due), the IRS opening day for returns, 15 March (partnership and S corp returns) and 15 April (individual returns, extensions and the first 2027 estimated payment). Post the clip a week to 10 days before each date, then a reminder 2 days before. Answer one question per clip and never promise a refund or an outcome.
What are the key IRS dates for the 2027 tax season?
| Date | What is due | Source |
|---|---|---|
| Friday 15 January 2027 | Fourth estimated tax payment for 2026 (the IRS says "Jan. 15 of the following year") | IRS estimated tax FAQ |
| Monday 1 February 2027 | Forms W-2 to employees and to the Social Security Administration | IRS W-2 instructions (2026) |
| Announced by the IRS each January | Opening day for filing returns; in 2026 it was Monday 26 January | IRS IR-2026-02 |
| Monday 15 March 2027 | Calendar-year partnership (Form 1065) and S corporation (Form 1120-S) returns | Form 1065 instructions, Form 1120-S instructions |
| Thursday 15 April 2027 | Individual returns; Form 4868 extension requests; first 2027 estimated payment | IRS when to file, IRS extensions |
How we got the 2027 dates: the IRS states each deadline as a rule (15 January of the following year, the 15th day of the 3rd month, 15 April), and moves it to the next business day when it falls on a weekend or legal holiday. We checked the weekday of each 2027 date; only the W-2 date moves, because 31 January 2027 is a Sunday, and the IRS's 2026 W-2 instructions confirm 1 February 2027. Confirm each date on irs.gov in January, since deadlines can change. Checked October 2026.
The week-by-week clip calendar
| Week | Clip idea | Hook line | Who it is for |
|---|---|---|---|
| 4 to 8 January | Fourth-quarter estimate | "One payment is due before you even get your W-2." | Self-employed, investors |
| 11 to 15 January | Estimate reminder | "Due Friday: the payment most freelancers forget." | Self-employed |
| 18 to 22 January | What to gather | "The 7 documents I ask every client for in January." | Individuals |
| 25 to 29 January | Filing season opens | "The IRS is taking returns. Should you file on day one?" | Individuals |
| 1 to 5 February | W-2s and 1099s arrive | "Your W-2 is here. Check these three boxes before you file." | Employees |
| 8 to 19 February | Business owners | "S corp owners: the March deadline is closer than April." | Business owners |
| 22 February to 5 March | Entity choice | "LLC or S corp: the one question to ask first." | Business owners |
| 8 to 12 March | Partnership and S corp deadline | "Due Monday. Here is what an extension does and does not do." | Business owners |
| 15 to 26 March | Common misses | "Three deductions people in your situation often skip." | Individuals |
| 29 March to 2 April | Owe or refund | "Owe money this year? Here is why, in one minute." | Individuals |
| 5 to 9 April | Extensions | "An extension gives you time to file, not time to pay." | Late filers |
| 12 to 15 April | Last week | "Due Thursday: what to do if you are not ready." | Late filers |
| 16 to 30 April | After the deadline | "Filed late? Here is what happens next." | Late filers |
The numbers in the hook lines are placeholders: use your own. Thirteen weekly topics at 2 clips a day is far more than 13 clips, so each topic should come with two or three versions: a short answer, a worked example with made-up numbers, and a "mistake I see every year" take. One hour of recorded Q&A usually gives us 12 to 20 clips, so a monthly recording of the partners answering client questions covers most of the season.
What should you never promise in a tax clip?
Tax clips are advertising, and the rules for tax professionals are strict about promises. Circular 230 bars anyone who practices before the IRS from using false, fraudulent, coercive, misleading or deceptive statements in any public communication (31 CFR 10.30). For AICPA members, promotional efforts are false or misleading if they "create false or unjustified expectations of favorable results" (AICPA Code 1.600.010).
In practice, for the tax season:
- No refund amounts or "bigger refund guaranteed". Explain what drives a refund instead.
- No "we will make your IRS problem disappear". Explain the process.
- No "IRS certified" for enrolled agents; Circular 230 bars the word "certified" for them.
- No client stories or numbers without the client's specific consent.
- Any fee you quote in a clip must hold for at least 30 days under Circular 230.
- Keep a dated copy of every clip and caption; Circular 230 requires copies of e-commerce communications to be kept for at least 36 months.
The full rule table, with fixes for each risky line, is on short-form video for CPA firms. General information, not legal or tax advice.
Where should each tax season clip go?
| Platform | Clips that fit best | Why |
|---|---|---|
| Instagram Reels | Deadline reminders, "what to gather", owe or refund | Short reminders reach individuals who follow you |
| YouTube Shorts | Extensions, filed late, entity choice | Questions people search for and come back to |
| S corp and partnership deadline, entity choice, business planning | Business owners and finance leads | |
| TikTok | "Mistake I see every year", W-2 checks | Younger filers and first-time freelancers |
That split is our opinion from how each audience uses the platform, not a measured result. Post the deadline clips everywhere; split the rest.
Writing first lines that hold attention is its own skill; our guide to short-form video hooks covers it. If you want the calendar filmed in one session and posted daily through April, book a 30-minute call, or see our page for founder-led businesses for plans and the 1,000,000-view guarantee on 3-month plans.
Questions people ask
What month does tax season start?
In 2026 the IRS opened the filing season on Monday 26 January, and announced that date on 8 January. The 2027 date will be announced by the IRS, so check irs.gov early in January.
What is the tax season timeline?
For individuals: the fourth estimated payment in mid-January, W-2s by early February, the IRS opening day (26 January in 2026), business returns for partnerships and S corps in mid-March, and individual returns, extensions and the first estimated payment on 15 April. Extended returns are due in October.
What should a tax professional post during tax season?
One deadline or one question per clip: what is due this week, what to gather, how extensions work, and the mistakes you see every year. Keep the claims general, never promise a refund, and put your name and credential correctly in the caption.
Want a straight answer for your videos?
Book a 30-minute call. Send us a link first and we'll tell you which plan fits and how many clips we can make.
Book a call See plans and pricing- Short-form video for CPA firmsTax-year clip map, Circular 230 and AICPA ad rules, and plans for CPA firms.
- Short-form video hooksTen ways to open a clip, and the mistakes that kill it.
- Clipping for founder-led businessesSeven niches, one process: daily clips for founder-led businesses.