Complete the 4 steps below to get started on your individual taxes (do not complete for business entity taxes).
If filing joint, both spouses must esign an agreement.
Returning client? Your estimate will be uploaded to your portal account by Monday Jan 20th. (Average increase was $25 from last year).
Access the portal by clicking on the ‘Client Center’ button at the top right of this page.
New Client? If you do not remember/know your estimate, please email Laura at firstname.lastname@example.org
Only have a few minutes here and there?
If you can’t complete the organizer in one sitting you will have the option to save your entries and resume later.
4. Upload your tax documents by logging into your portal account. Access your portal by clicking the ‘Client Center’ button at the top right of this page.
Returning Client? Can’t remember everything you need to provide? No problem! We will upload an excel file to your portal named ‘2019 Tax Preparation Guide’ that includes a list of your documents from last year. These will be uploaded by Monday, January 20th.
New Client? Please upload PDF’s of the last 2 years of Fed and State tax returns to the portal if you have not already.
All of the above must be completed by the following dates to meet the following tax deadlines.
See the engagement agreement for more details.
April 15th Deadline: Need all of the above completed by March 11th
June 15th Deadline for Overseas Filers: Need all of the above completed by May 11th
October 15th Extension Deadline: Need all of the above by July 15th
New For October 15th Extensions: If all steps are not completed by July 15th, we reserve the right to cancel the engagement and refund your retainer less a $50 processing fee. Earlier submissions will allow more time at year end for tax and financial planning vs. tax return prep. We know this will be an added benefit to many of our clients and appreciate your understanding.
QUESTIONS ON ANY OF THESE STEPS? We are here to help! Contact Laura at email@example.com