At Mann & Associates, we take pride in the value we provide and in staying fully informed and compliant — even as new Federal and State tax laws continue to grow in complexity. To meet these evolving requirements, we have made expanded investments in professional software, tax reform resources, and continuing education. Due to rising costs across our industry, our tax preparation fees will increase by approximately 20% in 2026. While we regret the need for this adjustment, these investments enable us to confidently navigate ongoing tax changes and continue delivering the expertise, care, and attention you expect and deserve.
 

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.

 

Popular Early Bird Discount(s):
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. 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.