We’re offering year-end support though our 2026 Tax Season Preparedness Sessions. Click the link to learn a bit more. Or scroll below for some FAQs (yes, the link is down there, too).

Year-end has a whole bunch of due dates and rules and plans to try to follow. It’s a lot. We know.

We send out emails to our clients (and onboarding clients) about things to look out for, be aware of, and do this time of year.

We’re not posting those emails to the FAQs this year. Year-end reminders are a benefit of being a Crayon Advisory, LLC client.

If you’re a current or onboarding client, please check your email. If you’re not finding them, send Megan an email or a message in Acounta and we’ll forward and help make sure the email(s) get to the top of your inbox.

If you’re not a current client, welcome! Head to our Intro Survey to get started with onboarding.

Things are changing for the 2026 filing season (2025 tax returns). Besides a new portal, we’re also scheduling as much as possile in advance. If you haven’t made your scheduling preferences known, you can do so here.

This scheduling is set up so we can stagger Engagement Letter and Information Requests and get started on tax return preparation for entities who are ready to go in early January.

We don’t know when the IRS will open for the 2026 filing season. We likely won’t know until about three weeks before the date. We’ll come back here and update when we have more information.

Your tax return always starts with your Engagement Letter, Information Requests, and Questionnaire(s). These will all be available inside Acounta as they’re released to you based on your scheduling preferences.

The specifics to that question depends on you and your tax situtation. We’ll release your Engagement Letter and Initial Information Requests based on your scheduling preferences. These will all be available inside Acounta.

If you want to get a head start, you can use the Information Request List from your 2024 tax return as a starting point for the items we’re likely to ask for. Do keep in mind these are updated annually, so there may be more or less information necessary for your 2025 tax return.

Tax Season 2026 will have some really strict timelines. These are all disclosed in the Seasonal Scheduling.

Date availability is subject to change.

• Pass-through entities (Partnership & S-Corporations) will need to provide complete information by the following staggered dates:
  • January 16th (5 total slots available)
  • January 23rd (5 total slots available)
  • January 30th (2 total slots available)
  • February 6th (2 total slots available)
  • February 10th (1 total slots available)
  • If these dates are impossible for you, your pass-through entity return will almost certainly be extended and completed over the summer and into the fall. Additional information will be provided when you select your date.
• Individuals will need to provide information by the following staggered dates:
  • February 6th (17 total slots available)
  • February 13th (17 total slots available)
  • February 20th (17 total slots available)
  • February 27th (13 total slots available)
  • March 6th (13 total slots available)
  • March 13th (8 total slots available)
  • If these dates are impossible for you, your individual tax return will be extended and we will not likely be able to provide you with an extension calculation.

Change is hard and scary. We understand things happen and plans may need to change or shift. We will remain as flexible as possible and communicate changes in expectations if and as necessary.

The best way to avoid an extension is to provide complete information as soon as possible. A few tips to reach that goal:

• Read the emails you receive;
• Add Megan’s email address and the Acounta no reply email address to your Important or Pirority Inbox to ensure all updates, requests, and other information comes to you directly (yes, we’ll provide you with specifics on that in your email);
• Upload the information you have as you receive it. Especially during filing season, Megan reviews documents uploaded in Acounta on a daily basis. Anything you upload that isn’t what we need, Megan will leave a comment on and re-open the request. It’s okay to provide information as you receive it;
• The initial information due date you select will drive all of your 2025 tax return preparation. Select a date that will work as well as possible for you. Especially if you need or want a later date, be sure to make your selection early. Dates later in the tax season are less available and will be selected first.

We extend tax returns to ensure we are filing a complete and accurate tax return. As professional tax preparers, we have a more extensive and specific requirement to gatehr complete inforamtion.

The answer to that is a resounding, “it depends.” Megan will pick up, open up, work on, and complete your tax return as soon as possible. That process starts when you provide all of your initial information, and will re-start after you’ve provided additional information.

 Your Initial Information will be requested through a series of emails and notifications:

1. An email directly from Megan telling you your engagement letter and requests are is on the way.
2. Separate notifications your Engagement Letter is ready for you to sign, you have questionnaires to complete, and you have Document Requests made will be sent to you through Acounta. Watch your email for details.
3. Three days later, you’ll begin receiving a series of automated emails reminding you of the requests being ready for you as well as important due dates you’ll need to meet.

Acounta is your center everything about your tax return. You’ll be notified of a number of actions to take when they are ready for you to take them. You will also receive:

• 2026 Services Menu showing services offered, including details of your tax return preparation and additional services you may want (meetings, tax planning, and more). This will require acknowledgement.
• Engagement Letter defining the scope of the tax return preparation engagement. This requires a signature from all names on the tax return.
• Addendum(s) appropriate to your tax return, including timelines and due dates and terms and conditions. This requries acknoledgement.
• Initial Payment will be handled directly inside Acounta this year.
• Questionnaire(s) appropriate to your tax situation. As much as possible, these will all be inside Acounta this year.
• Information Request List is a checklist for your convenince of the specific documents we think we need from you. We create this before you complete your questionnaires, so it won’t include anything new we don’t know about.
• File Requests will be made for specific files we know we need to prepare your tax return. These requests mirror your Information Request List.

Your tax return may include other and additional information or requests based on your specific situation as well as changes to the process that may not be fully reflected in the FAQ. Acounta will drive the entire engagement.

You will have certain questionnaires to compelte in your Questionnaires tab in Acounta. If you or your spouse own a business, the business owner will need to be the one to complete the related questionnaire.

Most of these are standardized. However, some of these questionnaires may be partially or even completely customized to you and your tax situation.

In the past, we’ve been like other preparers and called these, “Organizers.” With the 2024 tax season, we started calling these, “Questionnaires,” to better reflect both how they show up for you and what they’re doing.

Short answer: No.

Email is a great tool to reach out, ask a question, or otherwise start a conversation. That moment when you know you need help but you’re not sure? Email is a great place to just send a few words my way and move the needle forward.

As wonderful as email is, it’s not secure, and should not be used for transmitting anything with something you’d want handled with discretion.

We use Acounta for all secure client communications and as a place for you to safely upload files.

Our email automatically removes attachments at the server for your and every other client’s protection. If you receive a notice, you’ll need to upload it to Acounta, preferrably as a PDF. Please remember to upload all pages of a notice you receive.

We’re offering year-end support though our 2026 Tax Season Preparedness Sessions. Click the link to learn a bit more. Or scroll below for some FAQs (yes, the link is down there, too).

Year-end has a whole bunch of due dates and rules and plans to try to follow. It’s a lot. We know.

We send out emails to our clients (and onboarding clients) about things to look out for, be aware of, and do this time of year.

We’re not posting those emails to the FAQs this year. Year-end reminders are a benefit of being a Crayon Advisory, LLC client.

If you’re a current or onboarding client, please check your email. If you’re not finding them, send Megan an email or a message in Acounta and we’ll forward and help make sure the email(s) get to the top of your inbox.

If you’re not a current client, welcome! Head to our Intro Survey to get started with onboarding.

Things are changing for the 2026 filing season (2025 tax returns). Besides a new portal, we’re also scheduling as much as possile in advance. If you haven’t made your scheduling preferences known, you can do so here.

This scheduling is set up so we can stagger Engagement Letter and Information Requests and get started on tax return preparation for entities who are ready to go in early January.

We don’t know when the IRS will open for the 2026 filing season. We likely won’t know until about three weeks before the date. We’ll come back here and update when we have more information.

Your tax return always starts with your Engagement Letter, Information Requests, and Questionnaire(s). These will all be available inside Acounta as they’re released to you based on your scheduling preferences.

The specifics to that question depends on you and your tax situtation. We’ll release your Engagement Letter and Initial Information Requests based on your scheduling preferences. These will all be available inside Acounta.

If you want to get a head start, you can use the Information Request List from your 2024 tax return as a starting point for the items we’re likely to ask for. Do keep in mind these are updated annually, so there may be more or less information necessary for your 2025 tax return.

Tax Season 2026 will have some really strict timelines. These are all disclosed in the Seasonal Scheduling.

Date availability is subject to change.

• Pass-through entities (Partnership & S-Corporations) will need to provide complete information by the following staggered dates:
  • January 16th (5 total slots available)
  • January 23rd (5 total slots available)
  • January 30th (2 total slots available)
  • February 6th (2 total slots available)
  • February 10th (1 total slots available)
  • If these dates are impossible for you, your pass-through entity return will almost certainly be extended and completed over the summer and into the fall. Additional information will be provided when you select your date.
• Individuals will need to provide information by the following staggered dates:
  • February 6th (17 total slots available)
  • February 13th (17 total slots available)
  • February 20th (17 total slots available)
  • February 27th (13 total slots available)
  • March 6th (13 total slots available)
  • March 13th (8 total slots available)
  • If these dates are impossible for you, your individual tax return will be extended and we will not likely be able to provide you with an extension calculation.

Change is hard and scary. We understand things happen and plans may need to change or shift. We will remain as flexible as possible and communicate changes in expectations if and as necessary.

The best way to avoid an extension is to provide complete information as soon as possible. A few tips to reach that goal:

• Read the emails you receive;
• Add Megan’s email address and the Acounta no reply email address to your Important or Pirority Inbox to ensure all updates, requests, and other information comes to you directly (yes, we’ll provide you with specifics on that in your email);
• Upload the information you have as you receive it. Especially during filing season, Megan reviews documents uploaded in Acounta on a daily basis. Anything you upload that isn’t what we need, Megan will leave a comment on and re-open the request. It’s okay to provide information as you receive it;
• The initial information due date you select will drive all of your 2025 tax return preparation. Select a date that will work as well as possible for you. Especially if you need or want a later date, be sure to make your selection early. Dates later in the tax season are less available and will be selected first.

We extend tax returns to ensure we are filing a complete and accurate tax return. As professional tax preparers, we have a more extensive and specific requirement to gatehr complete inforamtion.

The answer to that is a resounding, “it depends.” Megan will pick up, open up, work on, and complete your tax return as soon as possible. That process starts when you provide all of your initial information, and will re-start after you’ve provided additional information.

 Your Initial Information will be requested through a series of emails and notifications:

1. An email directly from Megan telling you your engagement letter and requests are is on the way.
2. Separate notifications your Engagement Letter is ready for you to sign, you have questionnaires to complete, and you have Document Requests made will be sent to you through Acounta. Watch your email for details.
3. Three days later, you’ll begin receiving a series of automated emails reminding you of the requests being ready for you as well as important due dates you’ll need to meet.

Acounta is your center everything about your tax return. You’ll be notified of a number of actions to take when they are ready for you to take them. You will also receive:

• 2026 Services Menu showing services offered, including details of your tax return preparation and additional services you may want (meetings, tax planning, and more). This will require acknowledgement.
• Engagement Letter defining the scope of the tax return preparation engagement. This requires a signature from all names on the tax return.
• Addendum(s) appropriate to your tax return, including timelines and due dates and terms and conditions. This requries acknoledgement.
• Initial Payment will be handled directly inside Acounta this year.
• Questionnaire(s) appropriate to your tax situation. As much as possible, these will all be inside Acounta this year.
• Information Request List is a checklist for your convenince of the specific documents we think we need from you. We create this before you complete your questionnaires, so it won’t include anything new we don’t know about.
• File Requests will be made for specific files we know we need to prepare your tax return. These requests mirror your Information Request List.

Your tax return may include other and additional information or requests based on your specific situation as well as changes to the process that may not be fully reflected in the FAQ. Acounta will drive the entire engagement.

You will have certain questionnaires to compelte in your Questionnaires tab in Acounta. If you or your spouse own a business, the business owner will need to be the one to complete the related questionnaire.

Most of these are standardized. However, some of these questionnaires may be partially or even completely customized to you and your tax situation.

In the past, we’ve been like other preparers and called these, “Organizers.” With the 2024 tax season, we started calling these, “Questionnaires,” to better reflect both how they show up for you and what they’re doing.

Short answer: No.

Email is a great tool to reach out, ask a question, or otherwise start a conversation. That moment when you know you need help but you’re not sure? Email is a great place to just send a few words my way and move the needle forward.

As wonderful as email is, it’s not secure, and should not be used for transmitting anything with something you’d want handled with discretion.

We use Acounta for all secure client communications and as a place for you to safely upload files.

Our email automatically removes attachments at the server for your and every other client’s protection. If you receive a notice, you’ll need to upload it to Acounta, preferrably as a PDF. Please remember to upload all pages of a notice you receive.