Online Organizer for
Tax Season 2026

In this video, Josh walks you through how to use the secure online tax organizer for the 2026 tax season, from logging in and signing the required engagement letter to completing the questionnaire and uploading documents. We emphasize areas that deserve extra attention this year due to recent tax law changes, including property taxes, charitable contributions, estimated payments, and verifying bank information for refunds or amounts owed.

Josh also shows how to upload documents directly through the portal, either manually or by linking financial institutions like Fidelity or major banks. Finally, he explains the importance of clicking the “I think I’m done” button to notify the tax team that everything has been submitted, outlines what happens next in the tax preparation process, and shares who to contact with any questions.