We kindly ask that you submit your tax information by Friday, March 20, 2026.
Hello!
You should have received an email invitation from Client Collaboration, our secure digital hub designed to help you organize and provide us with your tax information. If you did not receive that email, please check your inbox; the email will display as noreply: Johnson O’Connor Feron & Carucci, LLP invited you to the Client Collaboration Portal. Through Client Collaboration, you can:
- eSign your engagement letter(s)
- Complete your digital online tax organizer
- Upload your tax documents electronically
We are hopeful that this software will make answering your organizer questions and uploading your tax information simple. When you’ve completed your organizer and uploaded your documents, don’t forget to press “Send to my Accountant” – that lets us know you’re done and that we can start preparing your return. Please don’t worry whether you’ve put a tax document in the right section; the important thing is simply to include it. Alternatively, you can mail or drop off your paper tax documents if you prefer.
As a reminder, and to ensure we provide all our clients with quality service, we kindly ask that you submit your tax information by Friday, March 20, 2026. If we do not receive your documents by this date, we will need to place your return on extension. Please note that you will still be responsible for paying your estimated 2025 tax balance by April 15th.
If you have any questions, please reach out to a member of your client service team
