APPOINTMENTS
Appointments available February 2 – February 28.
Please complete the appropriate Organizer(s) below prior to your appointment.
Returning clients: No appointment is required, unless there have been significant changes that would warrant a meeting. However, you are always welcome to book an appointment.
TAX TX ORGANIZERS
Please bring the Organizers to your appointment, or send them with your other tax documents.
Tx2025 — For all clients to complete
BizTx2025 — For Sole Proprietors/Freelancers to complete, in addition to Tx2025.
Please Note, if you are working on an Apple and complete the Organizers using Preview, you will need to use the Print function and Print to PDF before emailing the organizers. Alternately, try working in Adobe Acrobat on your Apple instead of Preview.
DEADLINES
February 28, 2026 for new clients who’ve met with Tax Treatment to provide any outstanding materials not provided in the meeting.
March 03, 2026 for returning Sole Proprietor clients who will be making IRA/401k contributions to provide all tax materials (no appointments after February 28).
March 10, 2026 for returning clients to provide all tax materials (no appointments after February 28).
September 15, 2026 for clients on extension to provide all tax materials.
After these deadlines, increased preparation fees, referrals, or extensions will be required.