Dear Valued Client,

As we enter the 2026 tax filing season (for 2025 tax returns), we would like to thank you for your continued trust and the opportunity to serve you. Each year, we are grateful for the individuals and families who rely on us for their tax and financial needs. Our goal remains to make the tax preparation process as efficient, accurate, and stress-free as possible.

Please review the important information below and schedule your appointment at your earliest convenience.

In-Person Appointments

  • Dates: February 2, 2026 – April 10, 2026
  • Availability: Monday through Saturday, 10:00 AM – 7:00 PM
  • Same-Day Preparation: In most cases, returns are completed the same day as the appointment when all required documentation is provided
  • Required Documentation: Please bring all necessary tax documents, including a valid driver’s license or government-issued photo ID. 
  • Investment Income: If you receive investment income (Forms 1099-DIV, 1099-INT, 1099-B, K-1s, brokerage statements), we recommend scheduling appointments after February 25, 2026, when these forms are typically finalized and issued.

Document Submission (In-State Clients)

Clients who do not schedule an appointment may submit documents using one of the following methods:

  1. Drop-Off: Secure black drop box located at the end of the ramp (marked with a red “Drop Box” sign). No advance notice required.
  2. Upload: Secure electronic submission via https://new.protectedxchange.com/bottomlinetax/login
  3. Mail: Please use a tracked mailing service (such as USPS Priority Mail). Do not send original documents.

Additional information:

  • March 15, 2026: Documents received by this date are eligible for guaranteed processing by the April 15, 2026 filing deadline, provided all information is complete.
  • Investment Income: Please submit documents after February 25, 2026.
  • You will receive confirmation once your documents have been added to the processing queue.
  • Returns are processed in the order complete documentation is received. Missing information will delay processing.

Document Submission (Out-of-State Clients)

Out-of-state clients may submit documents using the following methods:

  1. Upload: Secure electronic submission via https://new.protectedxchange.com/bottomlinetax/login
  2. Mail: Use a tracked mailing service and submit copies only, not original documents.

Additional information:

  • March 15, 2026: Documents received by this date are eligible for guaranteed processing by the April 15, 2026 filing deadline, subject to completeness.
  • Investment Income: Please submit documents after February 25, 2026.
  • You will receive confirmation once your documents have been added to the processing queue.
  • Returns are processed in the order complete documentation is received. Missing information will delay processing.

We sincerely appreciate the opportunity to work with you. If you have questions or need assistance, please do not hesitate to contact us. We look forward to assisting you throughout the 2026 tax season.

Warm regards,
Kevin & Deanna Decaire

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