FLASH REPORT FOR JANUARY 2026
MAIN DOCUMENT UPLOAD PORTAL FOR TAX YEAR 2025
PLAY THE VIDEO BELOW
FOR INTRODUCTION
PLAY THE VIDEO BELOW FOR CLIENT CHECKLIST
AND DOCUMENT UPLOAD INSTRUCTIONS
2025 CLIENT PORTAL ALERT!
STARTING ON SATURDAY JANUARY 10TH 2026 @ 12am. PST
THIS MAIN CLIENT PORTAL WILL BE OPENED FOR THE 2025 TAX YEAR
TAX YEAR 2025
IRS PROCESSING
TIME ALERT!
AS AN EARLY SYSTEMS SOFTWARE TEST USING OUR NON-RESIDENT
CLIENT TAX RETURNS; THE IRS WILL BEGIN ACCEPTING
OUR COMPANY'S TAX RETURN EFILE ON
JANUARY 20TH 2026
WHICH IS AHEAD OF THE EXPECTED
IRS - NATIONAL ACCEPTANCE DATE
OF JANUARY 26TH, 2026 FOR ALL FILERS
THE IRS SAYS TO ALLOW A MINIMUM OF 21 DAYS FOR PROCESSING. HOWEVER THERE IS NO GUARANTEE THAT THEY WILL HAVE YOUR REFUND PROCESSED WITHIN THAT TIME FRAME.
WE AS TAX PREPARERS HAVE NO CONTROL OVER THE IRS OR ANY
STATE TAXATION BUREAU AND THEIR PROCESSING TIMES OR ANY PROCESSING DELAYS THAT MAY OCCUR.
THE TAXPAYERS RESPONSIBILITY IS TO FOLLOW UP WITH ANY
NOTICES RECEIVED FROM THE IRS OR STATE TAXATION BUREAU. IT IS THE TAXPAYERS DUTY TO FOLLOW UP AND CONTACT THE AGENCIES ABOUT THEIR REFUND STATUS.
ONCE WE SEND YOU YOUR TAX PAPERS AND EFILE YOUR RETURN OUR DOCUMENT PREPARATION SERVICES ARE COMPLETED.
WE ASK FOR YOUR PATIENCE AND UNDERSTANDING WITH THE DUE DILLIGENCE CLIENT INTAKE PROCESS WHICH IS REQUIRED EVERY YEAR BY THE IRS FOR ALL EXISTING AND NEW CLIENTS.
BY HAVING YOU UPDATE YOUR CURRENT INFORMATION AND
DOCUMENTS, IT REALLY HELPS US TO DO A THUROUGH JOB IN PREPARING YOUR TAX RETURN IN A TIMELY MANNER AND POSSIBLY
FIND FOR MORE WAYS TO MAXIMIZE POTENTIAL REFUNDS.
IRS OVERSIGHT REVIEWS:
The Internal Revenue Service (IRS) continues to emphasize the positive correlation between the proper use of the client Intake and detailed Interview data collecting, along with a quality review process and the preparation of an accurate tax return.
IRS oversight reviews indicate consistent use of complete intake, interview, and quality review processes, When properly used results in more accurate returns.
The IRS requires tax prepares to have the intake form on hand and to keep it with a copy of the clients tax return for up to 7 years.
THIS APP IS USER FRIENDLY.
WE SUGGEST DOWNLOADING IT.
THIS MAKES USING YOUR CELLPHONE
TO SCAN YOUR DOCUMENTS
FOR UPLOAD SIMPLE.
EXAMPLES OF BASIC DOCUMENTS TO UPLOAD
DOCUMENT UPLOAD MESSAGE
TO ADEQUATELY AND TIMELY PREPARE YOUR TAX RETURN; PLEASE UPLOAD ANY APPLICABLE DOCUMENTS YOU HAVE AT THIS TIME. THE FASTER WE GET THE
NEEDED INFORMATION, THE SOONER
YOUR RETURN WILL BE COMPLETED AND eFILED MAKE SURE THE UPLOADED DOCUMENTS ARE CLEAR AND EASILY READABLE UPLOAD YOUR DOCUMENTS USING THE LINK BELOW
ONCE YOU DO THE INITIAL
INTAKE, YOUR PAPERS ARE DATE AND TIME STAMPED BY OUR SYSTEM. OUR DATA ENTRY TEAM WILL BEGIN THE DOCUMENT PREPARATION PROCESS WITHIN 48-HOURS.
PLEASE TAKE NOTE:
IF YOU DO NOT FOLLOW THE REQUIREMENTS TO CANCEL WITHIN
48-HOURS OF YOUR 1ST UPLOAD, YOU
WILL BE SUBJECT TO DOCUMENT PREPARATION FEES AND CHARGES AS STATED ON THE INTAKE FORM.
IF YOU RECEIVE YOUR TAX PAPERS AND DON'T LIKE THE RESULTS AND THEN
WANT TO CANCEL, OR YOU REFUSE TO
PAY US FOR THE SERVICES RENDERED
WITHIN 24 HOURS OF RECIEVING YOUR TAX PAPERS, YOU WILL BE SUBJECT TO FULL RATE DOCUMENT PREPARATION FEES. WHICH MEANS THAT THE DISCOUNTS THAT HAVE BEEN APPLIED AND SHOW ON YOUR INVOICE WILL BE RECINDED. YOUR INVOICE WILL BE SENT AT THE SAME TIME YOUR TAX RETURN FILES WERE SENT. FAILURE
TO PAY IN A TIMELY MANNER MAY ALSO RESULT IN ADDITIONAL FEES AND OR HOURLY RATE DOCUMENT PREPARATION CHARGES AT $150 PER HOUR, PLUS COLLECTION AGENCY FEES ALONG WITH OTHER APPLICABLE CHARGES AS STATED ON THE CLIENT INTAKE SIGNATURE PAGE.
BE ADVISED, ONCE WE SEND YOU YOUR
TAX PAPERS FOR REVIEW AND ESIGN,
OUR CONTRACTED DOCUMENT PREPARATION SERVICES ARE CONSIDERED COMPLETED. WE APPRECIATE YOUR PATIENCE AND UNDERSTANDING.
Form Disclaimer:
IRS Publication 1075 Encryption Requirements Purpose To define in simple terms the encryption requirement of Pub. 1075, NIST controls and FIPS 140 and provide recommendations to agencies on how to comply with the requirements in technical implementations (e.g., remote access, email, data transfers, mobile devices and media, databases and applications. Per required IRS Client Info Sharing and Storage Requirements - All Data Uploaded in this Client Intake Form is Secure and Stored with Encryption Protection.
