Preparing for Tax Season: What to Know Before You Begin
These six short videos explain what to expect during tax season, what we need from you, and how to help keep your individual tax return moving smoothly.
Start with Video 1 and watch in order, or revisit a topic whenever you need a refresher.
01. Client Expectations
Understand your role in keeping the tax preparation process running smoothly.
02. Tax Filing Deadlines
Know which filing deadlines to keep on your calendar.
03. Paying Your Taxes
Understand tax payments, withholding, and estimated taxes.
04. Timelines & Submitting Information
Know when to send your information and how to help prevent delays.
05. Client Portal
Get familiar with using your secure client portal.
06. Tax Maintenance vs. Tax Planning
Learn when you need tax planning in addition to tax maintenance.
Questions? We're here to help.
Contact our team with questions about your next steps, or access your client portal below.
Tax season goes more smoothly—and with far less stress—when everyone understands the process, expectations, and timelines upfront. That’s why we created this short video series for our clients.
These six brief videos are designed to help you feel informed, prepared, and confident as we work together on your individual tax return. They outline how our tax process works, what we need from you, what you can expect from us, and how to avoid common delays or surprises during tax season.
By watching these videos, you’ll gain clarity on:
- Your responsibilities as a client and how they impact turnaround time
- Key tax deadlines and internal firm timelines
- How to submit documents securely and correctly
- How tax payments, withholding, and estimated taxes work
- The difference between tax maintenance and tax planning services
Each video includes all key details, so you can follow along easily, pause, or rewatch as needed. We recommend watching the videos in order to get the most value from the series.
Our goal is simple: to create a smooth, efficient, and transparent tax experience—so you know exactly what to expect and how to stay on track throughout tax season.