The following is a list of the necessary steps to have KB Financial Planning prepare your tax returns. Included are important dates to keep in mind and other considerations for the 2026 tax season and beyond. Note that turnaround times for tax return preparation vary throughout the year and waiting until the last minute is highly discouraged. Accuracy is our first priority, therefore rushing to complete your return is not on our list of to-dos.

Your return is guaranteed to be filed before the tax deadlines shown below if we’ve received all of your information prior to April 1, 2026 (or 15 days prior to your entity deadline). After this date, understand that we may need to file an extension in order to avoid late filing fees. You’ll be updated with email and message alerts along the way so you always know exactly where you’re at in the preparation and filing process.

In order for KB Financial Planning LLC to complete your returns in the most efficient manner, please follow the steps as outlined below. If at any time you have concerns, questions or feedback to provide, you can contact us via your secure portal, at kaylyn@kbfinancialplanning.com or at (541) 714-3354. During peak tax season, email or secure message are the preferred contact options.

New clients, schedule an initial consultation so we can determine if we’re a good fit for one another. This meeting allows you time to ask questions about my process and helps set expectations. Alternatively, you can “Request a Quote” and will then be provided a proposal within 48 hours. Signing the proposal will indicate you will be working with us.

The secure portal is where you’ll upload documents, electronically sign documents, send and receive messages, and book appointments. Set-up is simple but if you need help, read this next: What is the secure portal and how do I use it?

**If you are married and file jointly, both spouses must sign up for their own accounts in order to comply with IRS requirements.

This will be sent to you via email upon portal sign-up. For prior clients, you will be notified by email that it is available and ready for signing in mid January. This letter must be signed prior to us working together and verifies that you understand and agree to the terms of our engagement.

Access to this will be available to you within your portal. It is a comprehensive electronic document that’s used to ensure that all items of tax relevance are accounted for and that our compliance records are complete. It’s critical that this be completed fully since your return can only be as accurate as the information you provide.

**New clients must also provide a copy of their previous year Federal and state tax returns in addition to all standard tax documents.

You will be notified when your return is complete and it’s time to set a tax return review appointment. In order to prevent the need to reschedule, please do not schedule an appointment without being notified that we are ready to meet with you first.

After payment is made, you’ll be guided through the remaining steps until your tax returns are completed, reviewed and filed. You are always welcome at any time to reach out with questions, for clarification, or for any reason.