Welcome back, Jordan 👋
Here's everything happening with your taxes right now.
Your To‑Do List
3 items left- Upload your W‑2 from employerUpload →
- Sign Form 8879 (e‑file authorization)Sign →
- Answer 2 questions in your organizerOpen →
- Confirm your mailing address
Refund Tracker
Contributed to an IRA?
You have until the April filing deadline to make a prior‑year Traditional IRA contribution — up to $7,000 ($8,000 if 50+) — and it may lower this year's tax bill. Ask us if you qualify for the deduction.
Upcoming Deadlines
- Q1 Estimated PaymentApril 15, 2026
- Individual Return DueApril 15, 2026
- Extension DeadlineOctober 15, 2026
Recent Activity
View all- Your preparer uploaded a draft of your 2024 return2 hours ago · Ready for your review
- New message from Alexis at Newsome TaxYesterday · "Quick question about your mortgage interest…"
- Invoice #2041 generated — $189.00Mar 2 · Due April 1
My Documents
Securely upload your tax documents and download anything we've prepared for you.
W‑2, 1099, receipts, prior returns — PDF, JPG or PNG. Bank‑level encryption.
| Document | Type | Date | Status | |
|---|---|---|---|---|
| 2024 Tax Return (Draft) | Return | Mar 3, 2026 | Ready to review | |
| Form 8879 — E‑file Authorization | Signature | Mar 3, 2026 | Needs signature | |
| W‑2 — Acme Corp | Income | Feb 20, 2026 | Uploaded | |
| 2023 Tax Return (Filed) | Return | Apr 2, 2024 | Filed |
Tax Returns
Track this year's return and access every return we've filed for you.
2024 Return — In Progress
Your review needed| Tax Year | Type | Filed | Refund / Due | Status | |
|---|---|---|---|---|---|
| 2024 | Form 1040 | — | +$3,240 est. | In progress | |
| 2023 | Form 1040 | Apr 2, 2024 | +$2,910 | Accepted | |
| 2022 | Form 1040 | Mar 28, 2023 | +$1,755 | Accepted |
Invoices & Payments
View your invoices, pay securely, and see your full payment history.
Invoices
| Invoice | Description | Date | Amount | Status | |
|---|---|---|---|---|---|
| #2041 | 2024 Individual return prep | Mar 2, 2026 | $189.00 | Due | |
| #1902 | 2023 Individual return prep | Mar 4, 2025 | $179.00 | Paid | |
| #1744 | Tax planning session | Nov 12, 2024 | $120.00 | Paid |
💳 Prefer to pay from your refund? Ask about our Fee Collect option — your prep fee comes out of your refund, so there's nothing out of pocket.
Messages
Securely message your preparer — faster than phone tag, always encrypted.
Quick question about your mortgage…
Your appointment is confirmed for…
Invoice #2041 is now available.
Appointments
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Upcoming
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- In‑office visitChoose →
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- Virtual / video meetingChoose →
- Drop‑off my documentsChoose →
Tax Tools
Free calculators and helpers — estimate, plan, and stay organized all year.
Refund Estimator
Get a quick estimate of your federal refund.
Withholding Calculator
Check if your paycheck withholding is on track.
Tax Bracket Lookup
See which federal bracket your income falls in.
Mileage Log
Track business miles for the standard deduction.
Document Checklist
Know exactly what to bring before you file.
Where's My Refund?
Check your federal refund status with the IRS.
Quick Refund Estimator
This is a simplified estimate for illustration. Your preparer calculates the exact figure using all credits and deductions.
Resources & Tax Tips
Plain‑English guides, videos, and answers — so you're always in the know.
Tax Videos
Short, clear videos on deductions, credits, and filing — click & watch.
Monthly Newsletter
Tax law changes, savings tips, and reminders delivered to your inbox.
Tax Calendar
Every important date — estimated payments, deadlines, extensions.
Frequently Asked Questions
What documents do I need to file?
How long does my refund take?
How do I sign my return?
Can I pay my prep fee from my refund?
Is my information secure?
Account Settings
Keep your contact info and preferences up to date.