File Your Taxes
Three simple steps, all online, with a real person reviewing your return. Returning clients can get started in under a minute.
How It Works
The same simple process every year. Everything happens in your secure portal, so your documents never travel by email.
Tell us you’re ready
Returning clients: enter your name and email and we’ll send your secure portal invitation. New clients: answer a few quick questions and we’ll send yours too.
About 1 minuteUpload in your portal
Answer the short questionnaire and upload your tax documents. Missing a form? Upload what you have and add the rest later. When everything is in, click I’m finished.
At your own paceWe review and prepare
We review your file, typically within 24–48 hours, and ask in the portal if we need anything. Then you review your return, sign electronically and we file.
Typically 24–48 hoursGet Started
Request received
Check your inbox for a confirmation from Mac Neal LLC. Your secure portal invitation will follow shortly. Then upload your documents and click I’m finished when everything is in.
Request received
Thanks! We’ll email you next steps and your secure portal invitation. Watch for a confirmation from Mac Neal LLC in your inbox.
Already invited?
Open the link in your portal invitation email to sign in, upload documents or message us. Can’t find it? Request it again with the form and we’ll resend it.
Good to know
- You can upload before the IRS opens e-filing in late January.
- Your past returns stay in your portal to download anytime.
- We never ask for tax documents or passwords by email.
What to Gather for Tax Year 2026
Upload what applies to you. Anything marked NEW ties to a tax change that starts or continues in 2026.
Income
- W-2s from every job
- 1099-NEC and 1099-MISC for contract work
- 1099-K from payment apps or marketplaces
- 1099-INT, 1099-DIV and 1099-B from banks and brokers
- SSA-1099 and 1099-R for Social Security, pensions and IRAs
- Pay stubs showing tips or overtime NEW
Deductions & credits
- Form 1098 mortgage interest and property tax bills
- Receipts for charitable gifts, even if you don’t itemize NEW
- Child care provider’s name, tax ID and amounts paid
- 1098-T tuition and 1098-E student loan interest
- Form 1095-A if you had Marketplace health insurance
- Loan interest statement for a qualifying new car
Business & side income
- Profit and loss report, or income and expense records
- Mileage log and home-office details
- 1099s you sent to contractors
- Dates and amounts of 2026 estimated tax payments
- Payroll reports, if you have employees
Life changes & letters
- Move dates, if you changed states
- Marriage, divorce or a new dependent
- Closing papers if you bought or sold a home
- Any IRS or state letters you received
- Last year’s return, if you’re new to us
Download the full tax season checklist (free PDF) (opens our guide store in a new tab)Includes organizer templates and deduction tips.
Key Dates for the 2027 Filing Season
Federal dates for tax year 2026 returns. Your state may set its own.
Fourth-quarter 2026 estimated tax payment due.
The IRS opens e-filing. It announces the exact date in January. You can upload to your portal before then.
W-2s and most 1099s should arrive by this date.
Partnership and S-corp returns, or extensions, due.
Individual and C-corp returns or extensions due. Pay any 2026 balance. Last day for 2026 IRA and HSA contributions. First 2027 estimated payment due.
Extended individual and C-corp returns due.
Good to know: an extension gives you more time to file, not more time to pay. Disaster-area relief can move these dates. For business deadlines and LLC upkeep, see the Business Tax & Compliance Checklist (opens our guide store in a new tab).
Tax Return Guides
Get organized, file accurately and keep the IRS off your back.
How to Prepare for Tax Season: A Complete Checklist for Individuals & Small Businesses
What to gather, deadlines, deduction tips, and organizer templates.
Download free PDF (opens our guide store in a new tab)
Understanding Schedule C: A Simple Guide for LLC Owners and Side Hustlers
Helps solopreneurs and gig workers report income correctly and maximize deductions.
Download free PDF (opens our guide store in a new tab)
Audit-Proof Your Tax Return: Red Flags to Avoid and Best Practices to Follow
How to structure deductions, keep receipts, and prepare for an audit.
Download free PDF (opens our guide store in a new tab)
Quarterly Estimated Taxes Made Simple: Deadlines, Safe Harbors & a Payment Worksheet
Who must pay, how much, when, and how to avoid the underpayment penalty.
Download free PDF (opens our guide store in a new tab)Have a Question First?
Pick whatever is easiest for you. There’s no need for a call unless you want one.
Book a free 15-minute call
Talk through your situation with Malcolm before you start.
Pick a time (opens our booking page in a new tab)Send us a message
A quick question about fees, timing or what to upload. We’ll reply by email.
Already a client? Ask in your portal
Questions about your return go straight to your file, kept private and in one place.
Request your portal linkThanks, your message is on its way
We’ll reply by email. A copy of your message was sent to your inbox.
Prefer email? Write to support@macnealllc.com.
Tax Filing Questions
How long does it take?
Once you click I’m finished in your portal, we review your file, typically within 24–48 hours, and ask in the portal if anything is missing. When your return is ready, you’ll get an email to review it, sign electronically and approve filing.
Can I upload now if I’m still waiting on a W-2 or 1099?
Yes. Upload what you have now and add the rest when it arrives. Click I’m finished only when everything is in, or tell us in the portal what’s still coming.
How much does tax preparation cost?
Personal returns start at $250, senior returns at $200, student returns at $150, business returns at $450, S-corp or C-corp returns at $800 and partnership returns at $1,300. Multi-state returns add $200 per state. You’ll get a clear quote before we file, and payment is due after you approve your return.
Can I email my tax documents?
No. For your protection, tax documents go through your secure client portal only. Ordinary email isn’t a safe place for Social Security numbers, bank details or tax forms.
What if I need an extension?
We can file one for you. An individual extension moves the filing deadline to October 15, 2027, but any tax you owe is still due April 15, 2027.
How do I check my refund?
Use the IRS Where’s My Refund? tool, usually available about 24 hours after your e-filed return is accepted. Most refunds arrive within 21 days. For state refunds, find your state on our IRS & State Tax Agencies page.
Ready When You Are
Start in a minute, upload at your own pace, and we’ll take it from there.