TAX SEASON INFO

2025 INDIVIDUAL TAX FILINGS

Tax season doesn’t have to be stressful. This page outlines what to expect this year — including important deadlines, how to use your secure client portal, what happens if deadlines are missed, and opportunities for proactive planning beyond tax filing.

Important Dates

IRS Filing Season Opens

January 26th, 2026

The IRS begins accepting 2025 tax returns once filing season opens. As soon as you receive your tax forms, you can begin uploading documents and completing your organizer in the portal.

Secure Document Upload Deadline

March 15th, 2026

To be eligible for timely filing, we require all tax documents to be submitted by March 15th, 2026. Documents received after this date will be prepared under extension.

IRS Filing & Payment Deadline

April 15th, 2026

The federal filing and payment deadline is April 15th, 2026. An extension extends the time to file, but does not extend the time to pay.

If You Miss the March 15 Cutoff

TBD

If we do not receive everything needed by March 15th, we will file an extension and complete your return once documents are received. We’ll keep you updated through the portal.

How Tax Season Works

Engagement & Portal Setup

Once the IRS opens for filing, we'll send our kick-off communication to our existing clients so they may begin the tax preparation process. New clients can request access anytime by clicking the "Access Portal" link below.

Organizer & Uploads

Upload all documents to your portal as soon as you receive them and answer all questions in your organizer as thoroughly as possible. This helps increase a quicker turnaround and prevents bottlenecks later in the season.

Preparation & Review

Preparation begins when all documents are uploaded and the organizer is fully completed. We’ll reach out throughout the process if we have any questions or need any additional information to prepare your complete and best return.

Filing on Time or Extension

Complete submissions received by March 15th are prepared and filed by the IRS deadline. Incomplete submissions or returns missing information (by March 15th) are placed on extension and completed once all items are received.

Client Portal & Document Uploads

All tax season steps happen inside your secure TaxDome portal:

Sign your engagement letter, pay your deposit, complete your organizer, upload documents, chat with us, review your tax docs, and sign your return.

Access Portal

Deadlines & What Happens If You Miss Them

To ensure accurate and timely filing, all documents must be submitted by March 15th, 2026.

If documents are incomplete or missing after that date:

Your return will be placed on extension

An extension extends the time to file, not the time to pay*

Any tax due is still payable by April 15th, 2026

This policy helps us give every client the time and attention their return deserves.

Start My Taxes

Planning & Next Steps

Plan Ahead with Mid-Year and Year-End Reviews

Tax preparation is just one part of your financial picture.

Many clients find it helpful to schedule:

Mid-Year Tax Check-Ins: Catch changes early
Year-End Planning Meetings: Optimize deductions and estimated taxes
Business Strategy Sessions: For entrepreneurs and side hustlers

If you’re interested in any of these planning opportunities, reach out below —

We’d love to help.

Let's Talk

Frequently Asked Questions

Can I email or text my tax documents?

For security, we require all tax documents to be uploaded through the secure portal or mobile app scanner.