FREQUENTLY ASKED QUESTIONS:
2026 TAX SCHEDULING PROCESS
Get answers about our tax scheduling process for 2026. Don’t see the info you need here? Reach out on our Contact page and we’ll be in touch soon!
Do I have to make a reservation?
Yes. This helps us manage workflow and set clear expectations. If you don’t choose a date, we’ll assign one; however, it will likely be after the deadline, requiring an extension.
How do I make a reservation?
After signing your engagement letter, you’ll receive a link to our scheduling page via email. It will also appear on the “Next Steps” screen. If you don’t receive it, contact us at tax@journeycpas.com or call 630-410-1245. Refer to the detailed Step by Step process for more information.
What documents do you need from me?
Since this varies significantly from client to client, we ask that you always start by completing the Tax Organizer we send you via your secure private portal. It takes about 15 minutes and ensures we gather everything needed for an accurate return. Additionally, we recommend you review your prior years’ tax returns to see what you submitted in the past.
What if I’m still missing a document at the time of my reservation date?
Upload what you have and leave a note in the Comments section detailing exactly what’s missing and when you expect it. If it’s just one or two items, we may proceed and update later. If more are missing, we may need you to reschedule.
What if I need to reschedule my tax reservation?
Email our Office Administrator, Ruta Drulia, at ruta@journeycpas.com or call us at 630-410-1245 as soon as possible to reschedule. The new date will depend on availability at that moment, so we encourage you to do your very best to stick with your assigned time.
If I submit my documents early, will Journey prepare my return earlier than the tax reservation date?
Everyone is encourage to submit their documents early. If we’re ahead of schedule or have cancellations, we’ll prioritize early submissions based on first in, first out status.
If my reservation date is after the deadline, will Journey help me calculate my taxes due?
So long as you submit your documents by March 20, we will do our best to calculate a tax due estimate.
Who should I contact if I am having issues logging into the tax portal?
If a password reset did not work, please reach out to Ruta Drulia (ruta@journeycpas.com) and/or Emily Gratson (emily@journeycpas.com).
I do not see a 2025 folder in the tax portal – where should I upload my documents?
The 2025 folder will not show up until you upload documents; therefore, please upload your documents and your Journey tax team will help organize them into the appropriate folder.
