Updates & Deadlines

⏳Tax Season Is Almost Here — Please Read

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 SmartVault (New!)

If you filed taxes with us in the past, you will receive an invitation to our new secure tax portal, SmartVault.
Once you receive the email, please activate your account and begin uploading your tax documents when you receive them.

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 Deadlines for 2026 Tax Filing

To file on time, we must receive all of your documents 15 days before the IRS deadline listed below:

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 Communication Policy

We will reach out three times to request your documents for tax filing. 
After the third outreach, if we have not received your information, we will not be responsible for late filings or penalties.

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For New Clients

If you’re interested in becoming a tax client this season, simply schedule a discovery call using the booking link on our website.

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