Resources
Checklists, instructions, deadlines, and helpful info to make tax season easier.
Announcements & updates
- Tax deadline: April 15Posted Mar 1Complete all required steps by March 31 to guarantee on-time filing.
- Office closed March 29Posted Feb 24We'll be closed for Good Friday. Portal remains available 24/7.
- New e-signaturePosted Feb 12Engagement letters can now be signed directly in the portal.
Client resources
- Prior-year tax return (federal + state)
- Gather your income forms from each employer and account
- Note any life changes (move, marriage, new dependent)
- Have any IRS or state notices ready for your preparer
- Share forms only through your preparer's approved secure system
Still have questions?
Message your preparer directly or call (555) 555-0142.