Final Steps
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)