Tax Organizer
Step 1
Complete your organizer
Use the secure online organizer to answer questions, upload tax documents, and submit everything to us. If we do your company's bookkeeping, you can skip requests for financial reports we already maintain.
What happens after you send your information
Tax Return Process
The secure organizer is the best place for tax documents, return questions, and missing information. Keeping those items together helps us prepare, review, and deliver your return more clearly.
Start here
Organizers are planned for 1/1/2026. If you are not sure which email address was used, look for the organizer invitation or contact us before creating extra threads.
The normal return path
Every return is a little different, but most work moves through these stages.
Step 2
We prepare the return
The team uses your organizer answers and documents to build the return, check for obvious issues, and organize the workpaper support.
Step 3
We ask for missing information
If something is unclear, we send focused questions. The organizer is usually the best place to answer and upload additional documents.
Step 4
CPA review and final adjustments
A CPA reviews the return, makes final adjustments, and considers current tax rules and your situation before delivery.
Step 5
You review and sign
You review the summary, instructions, and any video explanation we provide. Please read payment and filing instructions before signing.
Step 6
You follow the next steps
Depending on your return, you may need to make a payment online, mail a form, or keep copies for your records.
Step 7
We e-file and confirm
We electronically file the returns. If a filing is rejected, we work through the issue and let you know what is needed.
What return statuses mean
These are the plain-English stages we want clients to recognize as the hub improves.
Not Started / Queued
Your return is waiting for organizer information or is queued for the team.
Complete the organizer and upload documents when ready.
Info Needed
The team needs missing documents, answers, or clarification before work can continue cleanly.
Respond in the organizer when possible so the details stay with the return.
In Preparation
A preparer is actively building the return and organizing support.
Watch for focused questions if anything is missing or unclear.
Preparer Questions
A specific issue needs your answer or a team decision before the return moves forward.
Reply with the requested detail. Avoid sending unrelated documents in a separate thread.
In Review
The return is with review for accuracy, tax treatment, and final adjustments.
No action is usually needed unless the reviewer asks a follow-up question.
Client Review / Signature
The return has been delivered for your review and signature.
Review the instructions carefully before signing or making payments.
Ready to E-file
Signed authorization has been received and the return is ready for filing.
Confirm any payment instructions that apply to you.
E-filed / Accepted
The return has been transmitted and accepted by the IRS or state agency.
Save the final copies and follow any remaining payment or records instructions.
Where to ask tax questions
Active return questions
Use the organizer when the question belongs with this year's return, documents, or missing information.
Planning, notices, and estimates
Use the tax team channel for strategy, IRS or state notices, estimates, and payment deadlines.
Meeting request
Zoom meetings are best for planning and topics that need a real conversation, not a quick document follow-up.