03/08/2026
Hello Guys 😍👋🏾
Great news — our secure client tax portal is now open for returning clients to begin their 2025 tax returns.
Please log in at [Client Portal URL] and complete the following to get started:
* Complete the 2025 client questionnaire and engagement form.
* Upload supporting documents (W‑2s, 1099s, K‑1s, mortgage interest statements, property tax, investment statements, business income/expense records, and last year’s tax return).
* Authorize e-signatures and provide payment information if applicable.
Next steps and important details:
* Start as soon as possible to avoid delays; the regular filing deadline for 2025 returns is April 15, 2026. If you need an extension, we can assist.
* All documents are transmitted and stored securely through the portal. If you need a password reset or haven’t used the portal before, reply to this message or contact our office at [Phone Number* Complete the 2025 client questionnaire and engagement form.
* Upload supporting documents (W‑2s, 1099s, K‑1s, mortgage interest statements, property tax, investment statements, business income/expense records, and last year’s tax return).
* Authorize e-signatures and provide payment information if applicable.
We’re excited to help you get started on your 2025 taxes. Please log in to the portal to begin. Happy Tax Season! 📂☑️