Beginning in January, we’ll be preparing and delivering all tax returns virtually through our secure client portal. You’ll upload documents, complete organizers, e-sign, and pay—without the need to print, travel to our office printing or mail sensitive documents.

What’s New (and What’s Not)

• What’s New: Secure portal, digital organizers, e-signature, online payments, real-time messaging.
  
• What’s Not: The same Moceri & Company CPA team and proactive tax guidance.

Quick Start Checklist (Do This in December/January)

• • Activate your account from our email invitation. If we have not communicated with you via email before, please email us at general@moceri-cpa.com to ensure we have your appropriate email.
  • Complete your organizer (income, deductions, life changes).
  • Upload tax docs as you receive them (W-2s, 1099s, 1098s, K-1s, etc.). You can scan/upload directly from your phone through the portal app!
  • Turn on notifications so you don’t miss requests or e-signature prompts.
  • E-Sign your return and you are done!

Key Dates

• • Organizers released: Early January
  • Most income forms arrive: Late Jan–mid Feb (W-2/1099s)
  • Priority upload window: Uploads by March 15, 2026 for filing before extension
  • Standard federal deadline: April 15, 2026 (unless extended)

In 4 Easy Steps

• • Organizer & Uploads: Complete the organizer.
  • We Prepare: We’ll message you if anything’s missing.
  • Review & E-Sign: You’ll review the draft return and e-sign engagement/filing forms. If married filing jointly, both spouses will need portal email access to E-Sign.
  • Pay & File: Pay online; we file electronically and post copies to your portal.

Security You Can Trust

Your data is protected with bank-level encryption, multi-factor options, and secure e-signature. Please avoid sending tax info by regular email.

If You Prefer Non-Digital

We’re virtual-first, but we can accommodate drop-off/mail-in workflows. We’ll scan and return documents via portal. Tell us in January if you need this.

Common Questions

• • Married filing jointly? Both spouses will need portal access and e-signature steps.
  • Can you still meet? Yes—In-person and virtual meetings are available by appointment.
  • What if I forget my password? Use “Forgot password” on the login page; we can also resend your invite.
  • Extensions? If documents aren’t ready by mid-March, we’ll file an extension and complete after April.

Watch for your client portal invite email in early January. Please activate within 48 hours so we can get your organizer and requests to you on time.

Tax Organizers

We will be sending the 2025 tax organizers during through your client portal during the first two weeks of January 2026.

If you have a dedicated email address you want to ensure we use for would like us to use to activate your client portal, please send that to us at general@moceri-cpa.com.

If you would like to receive a paper copy of your organizer, please also email us before December 15, 2025 to be added to the mailing list.