2026 tax year preparation
Tackle Tax Season with Confidence
Start Planning for 2026 Returns
Our job is to make each tax season as smooth and stress-free as possible. Clients receive routine updates, tax tips, and important deadlines to keep in mind through emails, blogs, and our secure client portal.
The earlier we start the better! Early preparation helps us avoid last-minute rushes and get the most out of your return. To start planning, below are the main documents you’ll need for filing. If you have any questions along the way, our team is always here to help.
Ways to Send Your Documents
secure client portal
(recommended)
Our secure portal is the fastest, safest way to share your documents. Everything is encrypted, nothing gets lost in the mail, and you can upload from any device such as your computer, phone, or tablet.
Send your documents by mail to PO Box 369, Centerville, MA 02632. We’ll send you confirmation once they’re in our hands. Please paperclip your documents rather than stapling them to speed up processing times.
To ensure the security of sensitive information, we do not recommend sending personal or financial information via email. However, if you have any questions about your filing or return, feel free to reach out via email at info@ricefs.com and one of our team members will get back to you.
Ways to Send Your Documents
secure Client portal
Upload all documents to your secure client portal, and we’ll take it from there! If we have any questions, we’ll reach out directly.
Send your documents by mail to PO Box 369, Centerville, MA 02632. We’ll send you confirmation once they’re in our hands.
To ensure the security of sensitive information, we do not recommend sending personal or financial information via email. However, if you have any questions about your filing or return, feel free to reach out via email at info@ricefs.com and one of our team members will get back to you.
Frequently Asked Questions
Have a question that’s not answered on our site? Send us a message at info@ricefs.com or give us a call at 508.375.3100.
An extension gives you extra time to file your return, usually until October 15th, but it does not give you extra time to pay. If you expect to owe, you'll still need to estimate and pay that amount by the original April deadline to avoid interest and penalties. Extensions are common and completely routine. We'll let you know if filing one makes sense for your situation and handle it for you.
Once your return is ready, we'll upload it to your secure portal for review. When you're satisfied, you'll sign electronically right in the portal, and we'll e-file your return.
Signing is quick and fully electronic. Once your return is ready for approval, you'll receive a secure request through the portal, review the documents, and sign with a few clicks from your computer, phone, or tablet. This e-signature authorizes us to file your return on your behalf.
You can pay your invoice directly through our client portal. We accept ACH and credit card payments, so you can choose whatever's most convenient.
It varies by situation, but we'll send a personalized checklist of what we need so you're not left guessing.
For most individuals, the federal deadline is April 15th, or the next business day if it falls on a weekend or holiday. Business returns and certain other filings have different dates. We'll keep you informed of the deadlines that apply to you.
The sooner the better. Getting your documents early gives us time to review thoroughly and ask any questions, without the last-minute crunch.
Turnaround depends on the complexity of your return and how busy the season is, but we'll always give you a realistic timeline up front. The best way to get your return done early is to get your documents to us early.
Don't let that stop you from filing. Filing late carries steeper penalties than paying late. If you owe more than you can pay right now, we can talk through your options, including IRS payment plans, so you can handle it without unnecessary penalties.