Tax Preparation | Frequently asked questions (FAQs)

Common FAQs for Tax Preparation

My client is asking to have their tax returns completed but the submission form is now closed. Can I still have my client's tax return(s) prepared?

You are able to complete the preparation forms found on the Optimize Portal however, ticket submissions will not be accepted until February 3rd, 2025. When working on the Tax prep forms, it is important to consistently update the client's information throughout the year and stay current with any receipts they may receive.

Learn about the Tax Prep Forms