2026 tax season
Welcome back, Jordan
Jordan & Avery Ellison · Married filing jointly · clients since 2021
Your 2026 return
3 documents to go
Send them and your final draft is ready to sign. Our deadline for an on-time filing is March 19.
Send documents- Organizer
- 2Documents
- 3Draft
- 4Sign
- 5Filed
- 6Accepted
Estimated federal refund
$3,092Draft v2 · plus $380 from Oregon
v1 $1,860v2 $3,092
Next deadline
Mar 19Last day to send documents for an on-time filing
In 17 days
Invoice
$1,4502026 individual return · due Mar 26
Pay nowNext meeting
Thu, Mar 410:00 AM · Walk through the draft return
With Priya Raman
To do
4Income, 2025 and 2026
2025 return 2026 draft v2Point at a bar for its value
Show as a table
| Kind | 2025 | 2026 |
|---|---|---|
| Wages | $148,200 | $149,650 |
| Business | $0 | $38,960 |
| Investments | $6,900 | $8,230 |
Avery’s freelance work is new this year: that’s the Business bar.
Latest messages
AllActivity
Everything that happened on your account- Priya shared draft v2 of your 2026 returnFeb 26
- Priya returned Northfield's 1099: a corrected copy is comingFeb 24
- Avery uploaded donations_2026.pdfFeb 18
- Priya shared draft v1 of your 2026 returnFeb 12
- Avery uploaded EvergreenHSA_forms.pdfFeb 12
- Avery uploaded Avery_business_expenses_2026.xlsxFeb 9
- Jordan signed the 2026 engagement letterJan 6
On your phone
Photograph a form where it lies
Scan this with your phone’s camera to open your documents there, signed in. Take a picture of the form: the portal checks it’s sharp enough before it’s sent, and it shows up here.
The link signs in only this demo. A real portal asks for your code on the phone too.