Resources

Checklists, instructions, deadlines, and helpful info to make tax season easier.

Announcements & updates

  • Tax deadline: April 15
    Posted Mar 1
    Have all documents uploaded by March 31 to guarantee on-time filing.
  • Office closed March 29
    Posted Feb 24
    We'll be closed for Good Friday. Portal remains available 24/7.
  • New e-signature
    Posted Feb 12
    Engagement letters can now be signed directly in the portal.

Client resources

  • Prior-year tax return (federal + state)
  • W-2s for each employer
  • 1099s (INT, DIV, NEC, MISC, R, SSA)
  • IDs for you, spouse, and dependents
  • Bank routing & account for refund
  • Any IRS or state notices received
Still have questions?
Message your preparer directly or call (555) 555-0142.