For current clients
The Client Hub
Everything you might need between appointments, in one place. If you cannot find what you are looking for, call the office and a person will help you.
What can we help you with?
Prepare for your appointment
Tell us what kind of appointment you have and get the checklist that actually applies to you. You can print it or take it with you.
GoSend documents securely
The approved way to get paperwork to the office. Please do not email tax documents or photograph your ID into a message.
This is not connected yet. Call the office at (502) 420-1040 and we will tell you the right way to do this today.
Important dates
Filing deadlines, quarterly estimated payment dates, and what is coming up next.
GoNew client checklist
Coming in for the first time? Here is what to gather and what the first meeting is like.
GoClient portal
Sign in to the office's secure client system to see your documents and messages.
This is not connected yet. Call the office at (502) 420-1040 and we will tell you the right way to do this today.
Client updates
Office closures, filing season news, procedure changes, and anything we need you to act on.
GoJoin our team
Open positions, what the office is actually like, and how to start a conversation with us.
Contact the office
Phone, email, address, hours, parking, and directions. The phone is the fastest way to reach a person.
GoPay an invoice
Settle an invoice through the office's approved payment method.
This is not connected yet. Call the office at (502) 420-1040 and we will tell you the right way to do this today.
Business client resources
What to send for a business return, what we need each quarter, and how to keep the year from piling up.
GoPayroll resources
What payroll clients need to send, when, and what to do when a notice arrives.
GoBookkeeping resources
How to hand off your books, what we need each month, and what to do when things have gotten away from you.
GoTax organizers and forms
The office's intake organizer and any forms you need to fill out before a visit.
GoCommon questions
Costs, first appointments, what an Enrolled Agent is, and what to do about back years.
Go
Sending us your documents
Tax paperwork is exactly the sort of thing identity thieves want, so we are careful about how it moves around. Here is what to do.
Approved ways to get documents to us
- 01Bring them to your appointment. Always fine, and usually the fastest.
- 02Drop them at the office during business hours.
- 03Ask about the secure method. The office's secure upload is not connected to this website yet. Call (502) 420-1040 and we will walk you through it.
Please never
- Email tax documents or account numbers.
- Text a photograph of your driver's license.
- Send a Social Security number through a contact form, including the one on this site.
- Send a password to anyone, including us.
This website makes no claim to be a secure system. It is an ordinary public website, and the contact form on it is an ordinary web form.
The office does not have a client portal connected to this website yet. If you have been given portal details directly by the office, use those. Otherwise call and ask.
There is no online payment link connected to this website yet. Call the office and we will tell you how to settle an invoice.
Important dates
The dates that matter most for individual and business clients. Your own deadlines may differ, especially if you file an extension or pay quarterly.
Upcoming dates
- January 15, 2026Q4 2025 estimated tax payment due
- January 31, 2026W-2 and 1099 forms due to recipients
- March 16, 2026S-corp and partnership returns due
- April 15, 2026Individual returns and Q1 estimated tax due
- June 15, 2026Q2 estimated tax payment due
- September 15, 2026Q3 estimated tax payment dueNext up
- October 15, 2026Extended individual returns due
- January 15, 2027Q4 2026 estimated tax payment due
Reviewed through July 14, 2026. Each item links to its original source.
September 15, 2026 · Deadline
Third-quarter estimated tax is due September 15
If you pay quarterly estimated taxes, which is common for the self-employed and small business owners, the third 2026 payment is due September 15, 2026. The last one for the year is due January 15, 2027.
February 12, 2026 · Federal
New deductions for tips, overtime, car loan interest, and seniors
Under the new federal law, eligible workers may deduct qualified tips and overtime, people 65 and older may claim an extra deduction, and there is a new deduction for interest on a qualifying vehicle loan. Each has income limits and its own rules, so it is worth a conversation about which ones fit you.
November 13, 2025 · Federal
You can save more in a 401(k) and IRA in 2026
The IRS raised the 2026 contribution limits to $24,500 for workplace plans like a 401(k) and $7,500 for IRAs, with larger catch-up amounts for savers age 50 and older, and a higher catch-up for those ages 60 to 63.
October 9, 2025 · Federal
The federal standard deduction goes up for 2026
For the 2026 tax year the IRS set the standard deduction at $32,200 for married couples filing jointly, $16,100 for single filers, and $24,150 for heads of household, along with more than sixty other inflation adjustments.
Dates on this page are general guidance, not advice about your return. If a deadline is coming up and you are not sure it applies to you, call and ask. That is what we are here for.
Business, payroll, and bookkeeping
What we usually need from you, and roughly when. Your arrangement may be different, so treat this as the shape of things rather than a rule.
Business clients
What we need from business clients, and roughly when. Your situation may differ, so treat this as the usual shape of things rather than a rule.
- Each year, for the return
- Your books or profit and loss for the year, bank and credit card statements, a list of major equipment purchases, payroll records, and details of any contractors you paid.
- Each quarter, if it applies to you
- Sales tax figures, payroll filings, and a record of any estimated tax payments you made.
- Once, at the start
- Formation documents, your EIN letter, any S-corp election, and last year's business return if someone else prepared it.
- Whenever it happens
- Tell us about ownership changes, a new location, a new employee, or a letter from a tax authority. Sooner is always cheaper than later.
Payroll clients
Payroll has to be exactly right every time, so it runs on a rhythm. Here is what that rhythm looks like.
- Before each run
- Hours, any changes to pay rates, new hires with their paperwork, and anyone who has left.
- At year end
- Confirm current mailing addresses for everyone who worked for you this year, including people who left, and tell us about anything paid outside of payroll.
- If a notice arrives
- Send it over right away, unopened is fine. Payroll notices have short response windows, and most of them are routine when handled promptly.
Bookkeeping clients
Clean books make every other part of this cheaper and calmer. Here is what keeps them clean.
- Each month
- Bank and credit card statements, receipts for anything unusual, and a note about any transaction you could not categorize.
- Software access
- We will set up access together rather than over email. Please never send a password in a message.
- If you have fallen behind
- That is common and it is fixable. Bring what exists, in whatever state it is in. Nobody here is going to be dramatic about it.
Tax organizers and forms
The office's intake organizer and any downloadable forms have not been supplied for this website yet, so there is nothing to download here. This is a real gap, not an oversight in the design: when the office provides the files, they go in this section.
In the meantime, the appointment checklist covers what to gather, and you can print it. If you need a specific form, call the office and we will get it to you.
Awaiting files from the office
Common questions
It depends on how involved your return is, and you will always hear the price up front, before any work begins. Most individual returns are straightforward and affordable. We would rather quote you honestly than surprise you. Ask during your free consult and we will give you a real number.
We built a friendly checklist for exactly that. Use the What to Bring tool on our Resources page to filter by your situation, check items off, and print or email the list to yourself. In short, bring your ID, last year's return, and any tax forms you have received.
Belinda is an Enrolled Agent, which means she is licensed by the federal government and admitted to practice before the IRS. An Enrolled Agent is a tax specialist by definition. In plain terms, she can represent you directly in front of the IRS, so if you ever get a letter or a notice, she can deal with it on your behalf. The same trusted person who prepares your return can stand with you if the IRS has questions.
The federal individual filing deadline is usually April 15, and we will always tell you the current dates for your situation, including quarterly and business deadlines. See the key dates on our Resources page, and do not wait until the last minute, earlier is calmer for everyone.
Individuals and families, the self-employed, small businesses and corporations, landlords, retirees, and folks dealing with an estate or trust. If you are not sure we are a fit, just ask. The consult is free.
Yes, and you are not the first. We help people get caught up calmly, without lectures. Bring what you have and we will sort out the rest together.
Still not sure? The phone is genuinely the fastest way.