New $25 Annual Fee

The start of the 2026 filing season is almost here! The IRS will begin accepting individual tax returns on Jan. 26, 2026. Taxpayers can file their returns and pay any tax due until April 15, 2026, without incurring penalties. 

Thank you for being a valued customer.  To reflect the value we've added over the past decade, address rising costs, and enable us to continue delivering new innovations, we're increasing the price of your basic Form 1040 tax return by a minimum of $25.  Starting this year, there will be an annual mandatory fee on all individual electronically filed tax returns in the amount of $25 for annual access to the client portal and to Audit & Identity Protection Plus coverage.  This fee is in addition to the tax preparation fees for our services charged by our office.  All fees are due prior to the electronic filing of your documents. This mandatory user fee will provide every taxpayer with login access that files tax returns electronically with our firm the benefit of audit and identity theft protection coverage through Audit Protection Plus.  The details and contact information for this additional coverage are included within the pages of the client copy of your completed income tax return.  We encourage you to download pdf of your tax documents to your personal data storage to ensure access for years to come.

Anyone that requires a face to face office tax appointment will book appointments online within their client portal.  Don't worry, if you call us we will help you make the appointment and guide you thru how to upload your documents in PDF FORMAT!!  There are several apps available that can convert pictures to pdf format.  We use Adobe Scan personally because of the trust we have in Adobe products, the ease of use, and it is available for both IOS and Android for download.

As you know, our office has moved to a remote paperless, self-service client portal system for security and data protection.  It has been 5 years since we began this transition in 2020 with COVID to become paperless using the electronic client portal system.  Starting January 1, 2025, we became completely paperless for income tax preparation and you are required to use your client portal for submission of your tax and supporting preparation documents and for the retreival of your completed tax returns.  With the required law changes regarding sharing of client information and identity theft issues this office will not provide emailed copies of any documents to you or any third parties.  As our long term friends and clients we hope you understand this has become necessary in the digital world we live to protect your information and ourselves from the liability of identity theft. 

We are looking forward to new adventures in 2026.  Please call us if you need assistance.  Thank you again and may God bless your family and your business!!