Onboarding - Individual Taxes

ONBOARDING STEPS – TAX SEASON 2025

Please complete all onboarding steps listed below no later than the following dates or we cannot guarantee a filing by the respective deadline:

  • March 7th  – For the April 15th tax deadline
  • May 2nd  – For the June 15th Deadline (Available only if living abroad)
  • August 15th  – For the October 15th Extension Deadline
  • October 3rd – For the December 15th Extension Deadline (Available only if living abroad)***

If onboarding is not completed by October 3rd, we reserve the right to cancel the engagement.

Exceptions will be made only for documents not issued yet (for example, Forms K1 not issued or a foreign tax return waiting to be filed).

Retainer fees paid are non-refundable.

***If you are abroad and we have received your retainer payment, we will prepare and mail a Dec 15th extension if your onboarding is not completed by August 15. The fee is $175.

Have questions during onboarding? Email us at [email protected] 

 

We will move your file to our ‘Tax Preparation’ stage once ALL of the steps below have been completed.

We look forward to working with you!

 

Too busy to complete your onboarding tasks timely? Do you find it mentally difficult to start the process each year and end up filing after your desired deadline? Ask us about our Concierge Onboarding, an add-on service designed to ensure your tax onboarding process is smooth, efficient, and completed on time. Concierge Onboarding provides additional support with more personalized touch-points, customized reminders and personal assistance from our onboarding team to help you meet all necessary deadlines.

1. Esign Engagement Agreement

If filing a joint return, both spouses must esign an agreement.

2. Pay 50% Retainer

How do I pay?

Returning Clients: We will email out retainer invoices by Friday, January 10th. The email will include a link to pay the 50% retainer.

New Clients: You should receive an email soon with your retainer invoice and a link to pay.

If you have not yet received your payment link or would like us to resend, please email us at [email protected]

3. Complete the Online Tax Organizer

Make sure to click the 'Save' button & enter your email address on the first screen. This will allow you to save and finish later if needed.

4. Complete Additional Templates

Provide details for Rentals, Self-Employment and Foreign Accounts

Returning Clients: Feel free to use the blank templates below or visit your portal in January to see your templates from last year. If you cannot see your prior year templates fee free to email us at [email protected]

If you have any of the following please complete a corresponding Excel template for each:

Rental Property Template

Self-Employment Template

Foreign Bank/Financial Account Reporting Template (Please complete only if we will be preparing and efiling your FBAR).

5. Upload Your Documents

Login to your portal & upload your tax documents

If you are a returning client you will see a list of all documents provided last year in your portal by January 10th. Please make sure to clear this document request list in your portal. Click here for a video tutorial

New Clients:

How to login to the portal/client center

How to navigate the portal/client center

Uploading documents – New Clients

Also make sure to upload the following this first year if you have not already:

  • US drivers license or passport picture page (must provide for both spouses if filing joint)
  • Social Security cards for any children/dependents.

CLICK HERE TO LOGIN TO YOUR PORTAL ACCOUNT

QUESTIONS?

We are here to help! Contact us at [email protected]