Your Tax Prep Portal

Your MTF Tax Preparation Information Portal

Ready to start submitting your tax documents? 
You’re in the right place. 

NEXT STEPS

 

It’s time to take the next steps so our team can get to work on your tax return.


This page contains everything you need to know, from how to send us your documents securely to our internal deadlines that help us meet IRS filing dates.


Let’s get started.

VIDEO HERE

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Step 1: Upload Your Tax Documents Securely

We’ve created a ShareFile Portal just for you. Access Your Secure Portal Here

  • Do not send documents via email—email is not a secure method.
  • We’ve preloaded important resources in your ShareFile folder.

Feeling Stuck? Head to step two and learn how to connect with us.

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Step 2: Where to Send Questions

To streamline communication, please send any questions or messages related to your tax return using our ticketing system at www.MakeTaxesFair.com/my-tax-preparation

Our entire team monitors our ticket system, and reaching out to us here is the fastest path to receiving a response. 

During tax season, our goal is to respond within 72 hours or less. If your request is time-sensitive, please say so in the subject line.

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Step 3: Know the Deadlines

If you want to avoid extensions and file on time, these are our internal deadlines to ensure we meet IRS due dates:

 IRS Deadlines

Our Deadlines ➜ 

 Make Taxes Fair Deadlines

March 15, 2026 (S Corps, Partnerships)

 

Jan 30, 2026 – Personal & Business Tax Organizers

April 15, 2026 (Individuals)

 

Feb 20, 2026 – All Tax Documents (W-2s, 1099s, P&Ls, K-1s, etc.)

Can’t get everything by Feb 20?
That’s okay. We still need a complete list of missing documents (e.g., K-1s, brokerage statements) by that date so we can prepare as much as possible.

What Documents Do You Need to Provide?

Here’s what we typically expect to prepare your tax return:

  • A Completed tax organizer (personal & business).
  • Tax Documents: W-2’s, 1099’s, 1098’s, K-1’s.
  • P&Ls, balance sheets.
  • Any documents relevant to deductions, credits, or changes from last year.

Check the tax organizers for a more comprehensive checklist.

Have Questions?

We’re here to help make tax season stress-free. 

Whether it’s about how to upload, what documents are needed, or anything in between please reach out to us. We’re here to serve you and we appreciate how busy you are. If you are stuck, let us help you get unstuck!