2025 Personal Engagement Letter
In order for us to start work on your return or to get you into our que we must have a signed engagement letter on file. Once you complete the engagement letter below it will be automatically sent to us.
2026 IMPORTANT DATES
January 26th - IRS opens for tax return filing
January 31st - Deadline for engagement letter signing in order to receive a 10% Discount.
Document Drop Off Deadline
March 1st - Bronze Package
March 15th - Silver Package
March 25th - Gold Package
Extended Return Tax Payment Calculation Deadline
March 10th - Bronze Package
March 25th - Silver Package
April 5th - Gold Package
April 10th - Deadline to sign your completed tax return
April 15th - * IRS tax filing deadline for 1040’s, 4868’s (Extensions), & to pay taxes due
Extended Return Document Drop Off Deadline
September 1st - Bronze Package
September 15th - Silver Package
September 25th - Gold Package
October 15th - * IRS tax filing deadline for extended tax returns.
*Note: A payment must be received in order for us to e-file or provide a copy of the return. Penalties assessed by government agencies as a result of not meeting this requirement are your responsibility.
More detailed information on these important deadlines can be found on page 3 of the engagement letter