Tax Return Preparation Process

Here's an overview of the tax preparation process for clients who submit all tax documents and information by March 2, 2026:

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Step 1: Welcome and engagement letter

• I email you the engagement letter, and you e-sign.

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Step 2: Provide your tax documents and information by March 2, 2026

• You complete the organizer in TaxDome and provide all required documents and information.

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Step 3: I review your completed organizer by March 9, 2026

• If everything looks good, I'll notify you of acceptance into the capacity queue.

• If more information is needed, I'll notify you of what's needed before I can start working on your returns or tell you if we need to request a 6-month extension of the filing deadline.

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Step 4: I prepare your tax returns.

• I work on returns using a first in, first out priority system.

• I'll reach out via TaxDome secure chat if I have any questions.

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Step 5: I deliver the completed tax returns and invoice

• Tax returns will be uploaded to TaxDome when they're complete.

• You'll receive an invoice.

• Once the invoice has been paid, I'll upload a copy of the e-file authorization (Form 8879) to TaxDome and request your e-signature.

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Step 6: Your returns are e-filed

• We're all done!

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Other important dates

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If you would like to apply for a filing deadline extension and have me calculate your 2025 estimated taxes so you can pay any balances due by April 15, 2026:

• Provide me with your tax information by March 16, 2026

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If you have requested a filing deadline extension:

• Provide me with your tax information by August 31, 2026, to have your returns filed by October 15, 2026