✅ The 2025 Tax Year is now available in our system. You can begin prepping files, updating organizers, and getting your client lists ready.
🆔 Action Required: 2026 PTIN Renewal
- If you already have a PTIN, please renew it for 2026 ASAP (deadline: Dec 31).
- If you don’t have a PTIN yet, tell me right away — I’ll walk you through the application step-by-step.
📌 What to do now
- Renew or apply for your 2026 PTIN
- Upload your PTIN confirmation to our onboarding folder / send in Skool DM
- Make sure your profile and E-File due diligence items are up to date
Let’s get ahead of the season and be fully compliant before January. Go team! 💪