Last Steps

Complete the following items to finish securing your 2026 Tax Season roadmapping call

Step One:
IRS Disclosure of Tax Information

Read and sign the following document.

(this is a reiteration of what was already shared))

Step Two:
IRS Disclosure of Tax Information

This one is for your spouse, if you're married-filing jointly.

If you're an individual filer…just skip down to the next step!

Final Step:
Upload your prior year's tax return

A PDF copy of the last year that you filed your annual tax return

(NOT NECESSARY FOR RETURNING 2025 TAX PREPARATION CLIENTS)

Once you've completed the above steps, you're all set!

Once you've completed the above steps, you're all set!