Get Ready for Tax Season

Tax Season is Here

See Important Tax Season Details here…

Starting February 1, 2024
Starting February 1, 2024

Upload All 2023 Tax Documents

Upload 2023 tax statements, records & receipts to SmartVault© starting February 1, 2024

No later than March 15, 2024
No later than March 15, 2024

Submit Tax Checklist

LAST DAY  to Submit completed Online Tax Checklist

March 31, 2024
March 31, 2024

Tax Returns Prepared

Allow us to prepare your tax return. We’ll contact you via the Client Portal if any questions arise.

April 12, 2024
April 12, 2024

Review & Authorize eFiling

All signers must watch for DocuSign email to e-sign Form 8879. Review returns before signing.

April 15, 2024
April 15, 2024

IRS Tax Filing Deadline!

We’ll e-File tax returns by April 15th and ensure they are accepted by the tax authorities.

 The Official 2024 Tax Season (for Tax Yr 2023) has Begun!


Feb 1st  thru March 15th 

March 15, 2024LAST DAY for

April 12, 2024 – Watch for email: “Your Tax Return is Ready”    

    • Review your Tax Return on SmartVault
    • Sign your authorization to eFile your taxes

April 15, 2024 – IRS Due Date for Tax Returns

    • Information not received by March 15th Deadline? Your Tax Return (incl. Qtrly Taxes) will be extended
    • Extensions may be subject to additional fees, taxes, interest, and penalties

Have Questions? Check out our FAQs here



      1. All documents MUST be uploaded to SmartVault in .Pdf format. No pictures, .png, jpeg, .bmp files will be accepted
      2. Use descriptive file names for uploaded tax documents (i.e.,W2-YourJobName, 1099_BestBrokerage, ABC Inc_K-1)
      3. Which tax documents do I need to upload?  Refer to your  last year’s tax return as reference.
      4. How-To Scan documents for upload: See How-to videos about scanning document your mobile
      5. What is the Tax Client Checklist? This is a requirement that “signals” the Accountant to begin your tax return
      6. Don’t Submit the Checklist until all documents, including K-1s, have been uploaded
      7. Don’t Miss the March 15th Deadline  or tax return will be Extended!  (subject to addt’l fees and penalties)
      8. Review your Tax Return before Signing (authorizing) us to efile returns. Both spouses (if applicable) need to sign.  
      9. We will electronically file your returns and monitor for the IRS and State Acceptances
      10. If you are due a Refund, check “Where’s My Refund?” for the status.  If you Owe Taxes, download your Tax Return and Payment Vouchers from SmartVault to pay by the Due Date

If you file by mail:

      • Return must be signed and postmarked by IRS due date



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