Get Ready for Tax Season
Tax Season is Here!
Start Uploading 2025 W2’s, 1099s, tax statements & receipts to SmartVault®.
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LAST DAY to submit tax forms and completed 2025 Tax Engagement form on SmartVault®.
[/dmpro_timeline_item][dmpro_timeline_item admin_label=”Tax Returns Prepared 04/11″ date=”By April 11, 2026″ title=”Preparing Tax Returns ” show_button=”on” button_text=”Client Portal” button_url=”https://app.financial-cents.com/cp/msm-advisors-llc” timeline_icon=”||divi||400″ timeline_icon_color=”#FFFFFF” date_circle_color=”#E59A24″ timeline_icon_tablet=”||divi||400″ timeline_icon_phone=”||divi||400″ timeline_icon_last_edited=”on|desktop” _builder_version=”4.27.5″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#E59A24″ border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}” timeline_icon_color__hover_enabled=”on|hover” timeline_icon_color__hover=”#FFFFFF” date_circle_color__hover_enabled=”on|hover” date_circle_color__hover=”#E59A24″ button_url_new_window=”on” url_new_window=”on” date_text_bgcolor=”RGBA(255,255,255,0)” date_text_bgcolor__hover=”#FFFFFF” date_text_bgcolor__hover_enabled=”on|desktop” border_color_all_image=”RGBA(255,255,255,0)” header_font=”|–et_global_heading_font_weight|||||||” date_text_font=”|700|||||||”]
Watch Your Email! One of our team members will contact you if any questions arise.
[/dmpro_timeline_item][dmpro_timeline_item admin_label=”Review & eSign 04/14″ date=”No later than April 14, 2026″ title=”Review & eSign Tax Returns” timeline_icon=”l||divi||400″ timeline_icon_color=”#FFFFFF” date_circle_color=”#E59A24″ _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}” date_circle_color__hover_enabled=”on|hover” date_circle_color__hover=”#E59A24″ timeline_icon_color__hover_enabled=”on|hover” timeline_icon_color__hover=”#FFFFFF” show_button=”on” button_url_new_window=”on” url_new_window=”on” date_text_bgcolor=”RGBA(255,255,255,0)” date_text_bgcolor__hover=”#FFFFFF” date_text_bgcolor__hover_enabled=”on|desktop” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#E59A24″ border_color_all_image=”RGBA(255,255,255,0)” header_font=”|–et_global_heading_font_weight|||||||” date_text_font=”|700|||||||”]
Watch for email from DocuSign! All Taxpayers Must eSign for your taxes to be filed. Please review your returns before signing.
[/dmpro_timeline_item][dmpro_timeline_item admin_label=”IRS Tax Return Due Date” date=”Taxes Due April 15, 2026″ title=”IRS Tax Filing Deadline!” timeline_icon=”||divi||400″ timeline_icon_color=”#FFFFFF” date_circle_color=”#E59A24″ _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}” timeline_icon_color__hover_enabled=”on|hover” date_circle_color__hover_enabled=”on|hover” date_circle_color__hover=”#E59A24″ timeline_icon_color__hover=”#FFFFFF” show_button=”on” button_url_new_window=”on” url_new_window=”on” date_text_bgcolor=”RGBA(255,255,255,0)” date_text_bgcolor__hover=”#FFFFFF” date_text_bgcolor__hover_enabled=”on|desktop” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#E59A24″ border_color_all_image=”RGBA(255,255,255,0)” header_font=”|–et_global_heading_font_weight|||||||” date_text_font=”|700|||||||”]
We’ll e-File tax returns by April 15th and ensure that they are accepted by the tax authorities.
[/dmpro_timeline_item][/dmpro_timeline]
10 TIPS FOR A SUCCESSFUL TAX SEASON
- All documents MUST be Adobe .Pdf – No pictures, .png, jpeg, .bmp
- Easily scan documents as .Pdf using Cell Phone – See How-to videos
- What tax docs to upload? Refer to last year’s return for reference. Email us if you have any questions!
- Use Descriptive Filenames e.g. “Marys-W2”
- Why the Tax Engagement Form? This gives us the information we need to start your return
- Do Tax Engagement Form AFTER Uploading documents, including K-1s
- Missed the March 12th deadline? Your Return will be Extended. Please keep in mind that extensions are subject to penalties, interest, and fees.
- Attention! BOTH SPOUSES need to eSign (if applicable)
- Due a Refund? Check “Where’s My Refund?”
- Owe Taxes Due? Pay by Mail: Print Payment Vouchers from SmartVault -or- Pay Online: IRS
Have More Questions? FAQs
How To Videos
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