A Professional | Proactive |
Personable | San Diego CPA Firm

Conveniently Located in Historic Liberty Station

2026 Filing Season
for 2025 Tax Returns
What You Need to Know:

For Our Valued Clients and New Clients Joining Us This Year for the First Time!

Our tax organizer’s deadlines make your filing easier and more cost-effective. Complete the organizer as much as possible. It not only helps to keep your fees down but also increases our efficiency for you.

NOTE: We will no longer accept JPG files as documentation. Please scan the necessary documents into PDFs and summarize business and charitable expenses, rather than sending us receipts.

Please remember that your tax organizer and information must be in our office by Monday, March 2, 2026, to ensure we can complete your individual returns and receive your e-file authorization by Thursday, April 9, 2026.

Popular Early Bird Discount(s):

As an added incentive, I will provide you with discounts on your tax preparation services if you submit your completed organizer by the following dates:

❖ February 13, 2026 - 6%
❖ February 20, 2026 - 4%
❖ February 27, 2026 - 2%

Please note that your organizer must be substantially complete, including all relevant tax documents, to be eligible for the discount.

If Your Organizer is Received On or After Monday, March 2, 2026:
If your organizer is received on or after Monday, March 2, 2026, through Friday, March 27, 2026, your tax return preparation services will be as follows:

❖ An INCREASE of 15%, and you may be subject to late-filing or late-payment penalties. We may be required to file an extension, and you may be subject to late-filing or late-payment penalties. In addition, preparations for extensions incur a minimum fee of $50.

If Your Organizer is Received On or After Friday, March 27, 2026:

❖ An INCREASE of 20% to your tax preparation services. We will be required to file an extension, and you may be subject to late-filing or late-payment penalties. In addition, preparations for extensions are available for an additional fee of at least $50.

EXTENDED RETURNS:

We have similar submission deadlines for extended returns. Our guaranteed timely filing deadline, past Wednesday, April 15, 2026, is Tuesday, September 1, 2026. Any tax organizer submitted after that date will incur a 50% fee increase.

Payment is Due Upon Completion of the Tax Returns - NO EXCEPTIONS:
In most cases, we will provide you with a draft of your return via secure electronic mail. When you accept the return, payment is due in full. Your return will not be electronically filed until payment is received in full. Please refer to your engagement letter for additional policies regarding fees and payments.

Click here to find your Organizer in the Mann & Associates Portal.

Why Set Up an
Online IRS Account?

It’s important that as your accounting firm we file the most accurate returns possible to reduce the need to contact the IRS. Our ability to reach the IRS is severely limited, and the lag time for processing mailed returns or responses is well over six months behind.

Here are some tips to ensure your refunds are received timely:

Setup your IRS online account at www.irs.gov
Review your tax documents before you submit them to assure, they are complete.
Confirm the amount of ES-1040 estimated tax payments you made for 2023.

If you have dependents who must file a return or an ex-spouse who may claim the same dependent, make sure in advance who is eligible to file the claim for the dependent(s)

Information about why to set up an online IRS account.
With an online IRS account, you view your account status, make payments (including balances due and estimates, and more), view past payments, confirm economic impact payments received, pull IRS transcripts, and view new IRS notices and letters you received. We hope having your IRS online account will enable us to resolve matters more efficiently, but please note we have no access to your account.

The above items we mentioned are all things that frequently created IRS notices that we had to respond to in previous filing seasons, and any of these issues can also delay your refund.

Why Mann & Associates

Jeanne Mann, CPA
President & Founder

Mann & Associates APC

You benefit because award-winning Jeanne and her team are committed to:

reducing your accounting fees by efficiently and cost-effectively managing your account. You'll know your fees up front.
becoming your trusted advisor-responsive, open and approachable.
providing close, personal attention to your financial needs.
giving you the assurance that the personal assistance you receive comes from years of training, technical expertise and keen financial insight.
continuing our education with up-to-date knowledge of tax laws and regulations.
utilizing the latest technology to bring you superior service.

Be sure to bookmark this page of the website for links to important tax-related information.

This is where you will find the link to upload your information to our safe and secure portal.

TAX PORTAL

Mann CPAs One-Sheet
We are happy to have an updated promotion sheet for you to download. The one-page summary of Mann & Associates APC is ideal to share with business colleagues, friends and family.

Click here to download.

Practice Areas

Financial Reporting & Assurance

Tax Accounting

Auditing

Management Accounting

Entity Selection

Cash Management

Testimonials

"With Mann & Associates, I know they are looking at our big picture all year long, not just during tax season. Jeanne returns my calls and is very approachable."

Cody Nosko

"Mann & Associates anticipates and creates opportunities for our company. In addition to extraordinary service, Mann and her team are consummate professionals. They know accounting, audits, taxes and more."

Joseph Kelchlin

FinCEN Updates
BOI Rules

As of March 26, 2025, all entities created in the United States — including those previously known as “domestic reporting companies” — and their beneficial owners are now exempt from the requirement to report beneficial ownership information (BOI) to FinCEN. Existing foreign companies that must report their beneficial ownership information have at least an additional 30 days from March 26, 2025—until April 25, 2025, for most companies—to do so.