01/08/2026
📣 It’s Tax Time! 📣
We are now accepting tax documents for the 2025 tax year!
🚨 Please note: The IRS is NOT yet open for e-filing, but submitting your documents early helps ensure faster filing once the IRS opens.
For an efficient intake process and smooth tax season, please make sure the following are completed before submitting your tax information:
☑️ ALL tax documents included (W-2s, 1099s, interest statements, etc.)
☑️ All documents removed from envelopes and fully opened
☑️ Returning clients: Any changes from last year communicated (address, dependents, marital status, employer, etc.)
☑️ New clients: Previous year’s tax return included
☑️ Overtime worked (OT): Final pay stub from 2025 included
☑️ Expenses provided as TOTALS ONLY (no individual receipts)
☑️ Valid photo ID provided (spouse’s ID if filing jointly)
☑️ Banking information included for direct deposit
☑️ All applicable documents included (childcare, health insurance/1095-A, side income, crypto, etc.)
☑️ Preferred contact method provided for quick communication
✨ Being prepared helps us process returns efficiently and get you filed as soon as the IRS opens!
📩 Ready to submit your documents? Contact us today — we’re here to help!
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