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Our Tax Preparation Procedure
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Review and complete client organizer packet
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Data entered and tax return printed
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Tax returns undergo 2-step review
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Tracy approves and signs
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Scan tax documents and make client copies of tax returns
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Call client for pickup
These are the standard steps for our tax filing process. Clients can expect to pick up their completed taxes in 2 to 4 weeks from final document drop-off. Please see our important dates below. If you have any questions, please feel free to contact us, or refer to our Frequently Asked Questions.
Important Dates
January 26, 2026 - E-filing opens.
February 2, 2026 - 1099s & W2s will be mailed to clients by this date.
March 2, 2026 - Farmers' tax returns will be e-filed by this date.
March 16, 2026 - Partnerships and S-Corps tax returns will be e-filed by this date.
April 15, 2026 - Tax Day for individuals and C-Corps, returns will be e-filed by this date.
May 15, 2026 - Non-Profits will be e-filed by this date.
All tax prep appointments will be scheduled for after February 1st, 2026.
If you are on an extension, the deadline for submitting all of your necessary tax documents is September 30, 2026. Failure to turn in your documents will result in your fee being doubled.
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