For the 2026 tax year, filed in 2027. Tell us what has changed since your last return, and we’ll confirm the work and your fixed fee before you commit.
Select “Returning client” in the questionnaire. No payment is needed to request a quote.
01 / PROPOSAL
Review the services and total in your proposal, including any referral credit. Accept and pay to reserve your engagement. We’ll ask you to approve any additional scope before work begins.
02 / ORGANIZER
We’ll send your secure organizer invitation when the 2026 organizer becomes available. Complete it and upload your documents there. Please keep tax documents and account details out of ordinary email or text.
03 / PREPARATION
Preparation begins once your organizer and required documents are complete. We’ll confirm when your file is ready. Missing information or unanswered questions can delay completion; we generally respond within two business days.
04 / FILING
We’ll explain what to review and sign before filing. Your completed return will be delivered through the secure portal.
For our clients
Refer someone new to Insight Tax and receive a $250 credit toward your next tax preparation engagement when they complete and pay for theirs.
How it works
Ask them to name you in the quote questionnaire. Their first preparation engagement must have a fee of at least $775 before discounts and be fully paid. One credit applies per new client household.
Self-referrals and duplicate claims are excluded. The credit has no cash value, applies to a future preparation fee, and cannot be combined with another promotion. Joint filers count as one household.
Questions? Email Jon without attaching tax documents.
