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Mo 2›Overview
Overview
Your account at a glance
Active
Waiting on you
Things only you can do- Sign the 2026 engagement letter
- Sign Form 8879 (e-file authorization)
- Tue 9 Sep · 10:00 AM · Tax Preparation & Planning
Next appointment
Tue 9 Sep
10:00 AM with Maurice Thomas
Awaiting your signature
2
Open invoices
$0.00
Nothing outstanding
2025 return
Filed
Accepted 14 Apr 2026
Coming up
Your appointments- Tue 9 Sep · 10:00 AM · Tax Preparation & PlanningConfirmed
- Need another hour?Book online
Recent
Across your account- Sent to you: Engagement letter 20261 Sep
- Sent to you: Form 88791 Sep
- Paid: INV-2026-018 · $450.001 Sep
- Filed: 2025 Form 104014 Apr
Appointments
| When | Service | With | Status | |
|---|---|---|---|---|
| Tue 9 Sep 2026 · 10:00 AM | Tax Preparation & Planning | Maurice Thomas | Confirmed | Reschedule |
| Wed 8 Apr 2026 · 2:00 PM | Financial Statements | Maurice Thomas | Completed | |
| Mon 16 Feb 2026 · 9:00 AM | 1-on-1 Rapid Consultation | Maurice Thomas | Completed |
What to bring
For Tue 9 SepLast year’s return, this year’s income documents (W-2s, 1099s), and any notices you have received. If you are not sure whether something matters, bring it.
Awaiting your signature
Oldest first| Document | Sent | Pages | |
|---|---|---|---|
| Engagement letter 2026 | 1 Sep 2026 | 3 | |
| Form 8879 — e-file authorization | 1 Sep 2026 | 1 |
Your files
Newest first| Document | Date | Status | |
|---|---|---|---|
| 2025 Form 1040 — filed copy | 14 Apr 2026 | Filed | |
| Q1 2026 financial statements | 8 Apr 2026 | Delivered | |
| 2024 Form 1040 — filed copy | 11 Apr 2025 | Filed |
Outstanding
$0.00
Nothing to pay
Paid this year
$775.00
2 invoices
Invoices
| Invoice | For | Date | Amount | Status | |
|---|---|---|---|---|---|
| INV-2026-018 | Financial Statements · Q1 | 8 Apr 2026 | $450.00 | Paid | |
| INV-2026-004 | 2025 tax return | 14 Apr 2026 | $325.00 | Paid |
Conversation
Replies land here and in your email
You · 28 Aug 2026
Do I need to bring the 1099 from the brokerage account, or can you pull it?
Maurice Thomas · 28 Aug 2026
Bring it, please — we do not have access to the brokerage. A PDF download from their site is fine.