08/23/2026
📢 A&S TAX CLIENT REMINDER: 2027 TAX SEASON IS COMING!
It’s almost October, and I’m getting everything organized for the upcoming tax year. I’m also creating a new VIP program for clients who pay their fees on time, maintain complete records, and follow all filing instructions.
VIP benefits may include:
✨ Special service discounts
✨ Higher referral rewards
✨ Priority updates and reminders
✨ Additional year-round support
From October through January 5, returning clients must submit all updates and changes through the tax portal or add them to the notes section of their forms. Every client’s situation and required forms are different, so this step is extremely important.
Please also provide a complete list of every tax document you expect to submit. This protects both of us by confirming that you provided everything and that I received everything. Once I review your documents, I want us both to be able to verify that nothing was missed.
Tax season is extremely busy for tax professionals. Staying organized, using the portal, and listing your documents will help make the process smoother and more accurate for everyone.
📂 Upload Documents and Access the New Tax Portal:
https://app.jotform.com/262000451218139
Please begin gathering your income forms, business records, deduction records, identification, dependent information, and any changes from the previous year.
2027 is going to be a great year! 💙✨