1. Provide Initial Information. That information will be detailed in your Moxo Tax Return Workspace.
2. Review Initial Information. We’ll take a look at what you provide shortly after you’ve told us you’ve provided complete initial information (yes, there’s a task for that in Moxo). If we have enough to get started, we’ll schedule preparation. If we know we’ll need more than what we have at the start, we’ll ask for it right away.
3. Initial Preparation. We’ll get as close to a completed tax return as we’re able. If we can get to a completed tax return, all the better!
4. Extension Payments – if your tax return is being extended, we’ll provide that extension information here, after the initial preparation and right next to the additional information requests.
5. Additional Information – if we need more information to compelte your tax return, we’ll ask for it here. Yes, we do end up needing more information for most clients, especially for/from clients with whom we don’t/haven’t worked during the year together.
6. Continued Preparation – This is where we work toward a completed tax return. Steps four and five may need to be repeated.
7. Review – before we finalize a tax return and start assembling it to deliver to you, we review everything on the return.
8. Assembly – this is where some magic happens and we put all the parts together for you. This includes your summaries and comparisons, delivery letters, filing and payment instructions, and the tax returns themselves.
9. Client Return Review – this is your opportunity to take a look at your tax return and other related documents. It’s also where you’ll tell us if you’d prefer to have a meeting to review your tax return together or if you’d rather keep to the review videos that are included with the cost of your return.
10. EFile Authorization Signatures – these vary a little bit depending on your tax return type. Your Moxo Tax REturn Workspace will have details.
11. EFiling – this is where we actually efile the tax returns on your behalf.
12. Paperfiling – yes, even in 2025 there are still some returns that need to be paper filed. We’ll provide instructions on this with your tax return delivery.
13. Tax Payments – if there are any taxes to pay, you’ll have that information with your actual tax return.
14. Estimated Tax Payments – we’ll provide you with these, too! We’ll also remind you about upcoming estimated tax payments, usually between 10 and 5 days before they’re due.

Love me a TLDR. We’ll hit the highlights of the rest of the FAQ and other information in this post right here.

• Tax returns are completed on a prioritized, first in, first out basis. To maintain your priority, you will need to adhere to variable due dates that will be given to you during tax return preparation.
• Complete Initial Information is due no later than February 14, 2025 to receive an extension calculation.
• Complete Initial Information is due no later than May 1, 2025 if you do not need or want an extension calculation for your Entity Tax Return. Please pay attention to due dates for your individual tax return – your entity income passes through to your individual income tax return – we will need this information to calculate your individual extension if and as necessary.
• You will receive customized due dates for additional information as preparation moves forward. This date will be provided to you in an email. That email will also land in your Moxo Information Gathering Workspace.
• If you are not concerned about retaining your place in the queue, any additional information needs to be received no later than June 20th, 2025.

We rely on templates inside Moxo when we’re building your Workspace(s). We’re not able to select a specific due date when creating tasks using a template – we have to use select a relative date. That means we’re selecting a date, “X” days from now. That means the due date assigned to that task is less likely to be accurate, which creates confusion – we get messages like, “I thought the due date was X but Moxo says Y. Can I have until Y?”

We like eliminating confusion as mucch as possible.

Initial information is due by 3/21/2025 to receive an extension calculation. We are unlikely to be able to file returns prior to 4/15/2025 if initial information is received after 3/7/2025.

Your Moxo Tax Return Workflow will have specifics about the information we need to get started on your tax return.

If you are a partner in a partnership or an owner in an S-Corporation and we prepare your Partnership or S-Corporation tax return, your initial information is inclusive of the information necessary to prepare your Partnership or S-Corporation tax return. The information for that pass-through entity’s tax return is necessary to prepare your tax return and/or calculate your extension.

Yes, you do have until the deadline provided in your engagement to provide information. Please keep in mind we provide you with internal deadlines so we are able to meet filing deadlines.

Please keep in mind every other client has the same final deadlines to provide information.

Final Information Due deadlines tend to be incredibly busy. In some years, we have had as much as 75% of our clients provide full initial information on the deadline. The later you provide information, the more likely you’re providing it at the same time as many other clients, and the more likely your tax return or other project will be an intense and dusty slide into home instead of an easy walk.

We’ll ask for additional information as soon as we know what we need. When we ask for that information, we’ll also provide you with two due dates:

1. The first date will be the date we need information by in order for your return to retain its current priority in the queue.
2. The second due date will the the final due date we need you to provide additional information. For individuals, that date is July 18, 2025.

We will give you as much time as we reasonably can while still maintaining a reasonable workflow and priority queue for our other clients (our other dance partners).

We will also send you reminders regarding outstanding information. These reminders are automated.

We’ll send you reminders pretty regularly – every 3 to 10 days depending on when we are in the season and how close we are to your information due date. These reminders are automated, but this system is not directly connected to Moxo, where you provide your information. There may be some timing delays between when you provide information and when automated reminders are halted/reset.

As your tax return moves into each major milestone, we’ll send you an email regarding the status of your tax return. The status update will include information relevant to the update. Those milestones are:

1. Initial Information Received – this will inlcude an approximate date range of when we expect to be working on your tax return as well as a queue number that may be useful later.
2. Additional Information Needed (aka Initial Preparation Completed) – this will include a brief and badly formatted description of the information we need to complete your tax return as well as the date we need that information by in order for your return to retain its current priority in the queue (your current queue number). This may be skipped if we have all the information we need to complete your tax return from the start.
3. Additional Information Received – this will include an approximate date range of when we expect to be working on your tax return as well as that queue number. The queue number may be different from the first one, depending on when your information was received.
4. Assembly – we send out a notification when your return is completed and in assembly. When this notice goes out, we expect to be delivering your tax return to you very soon. On the very rare occassion, we may have additional questions that need resolved before we can deliver the tax return to you. It’s one last stop in the quality control process.
5. Delivery – when we’ve completed delivering your tax return, we’ll send you another notification so you know your return is ready for you inside Moxo.
6. Signing & Filing Reminders – we’ll send you reminders regarding signing and filing every 10 to 3 days, depending upon how close we are to the filing deadline.

Maybe. But, in all honesty, it’s not likely.

We provide updates when we have them in/through email and Moxo (we have a superpower that lets us email your Moxo Workspace and you at the same time). We’re more than likely to refer you to either that information that’s been provided or the current queue status on the Tax Season FAQ page. 

We know it may have been a minute. We know it may feel impersonal, detached, and like you’re uncared for. You’re not. It’s actually quite the opposite. Without these policies in place, Megan is likely to spend at least a half an hour and usually closer to 90 minutes or more looking at the status of your tax return, the project they’re working on currently, the next project(s) in the queue, considering if your return or other project can be moved up in the queue reasonably, and typing out a response.

Yes, Megan is admitting here they do enter into the ADHD guilt/shame spiral vortex more than is reasonable.

That time is better spent working on tax returns and preparing resources and tools for you and every other client.

The queue number is our attempt at a, “Now serving,” number you might have or take at a butcher counter or urgent care.

We work with highly confidential information and we know you’re paying a premium for the services we provide. The queue is really just the date your information is received preceded by your tax form – for a partnership who provides their initial information on Feburary 2, 2025 will have a queue number of 1065 Feb 02 2025. If it was an S-Corporation, that number would be 1120-S Feb 02 2025.

As tax returns roll in for preparation, we’ll have a, “Now Working On Queue #” on the Tax Season FAQ page. We’ll update this as often as we can, and at least twice a week. Of course, if we receive information for 27 tax returns on March 3rd, we’ll be working on that queue number for a while. No, we cannot complete 27 tax returns (or even extension calculations) in a day. Yes, we may include the number of returns with the same queue number on that update.