This is a sample page. Nothing here uploads, and nothing you type is sent.

Glen EchoTAX & BOOKKEEPING Sample
Secure document request 2026 returns are due Thursday, April 15, 2027

Send us your files.A person writes back.

Three steps, about two minutes, and a person confirms every file within one business day.

Start with your checklist How we keep your files safe
  • About two minutes
  • A photo of a paper form works
  • Seen by three people

Tax returns and bookkeeping for Columbus households and small businesses. Clintonville, since 2013.

Tess · Glen Echo TaxNext business day

Your files arrived safely.

Here's what we received today.

  • Form W-2employer
  • Form 1098mortgage lender
  • Form 1099-INTbank
  • Form 1098-Tstill on your list
TessSample

What comes back after you send. Every file, by name.

1What to send

Pick the list that fits you.

Each list names the real forms, and who sends them. Have a job and a business? Choose both.

Tap more than one if more than one fits.

W-2 family

  • Form W-2From every job you or your spouse held in 2026.Sent by each employer
  • Form 1098Mortgage interest.Sent by your mortgage lender
  • Form 1098-TCollege tuition. Often in the student's online account.Sent by the college
  • Form 1095-AMarketplace health coverage, if anyone had it.Sent by the Marketplace
  • Childcare provider recordsEach provider's name, address and tax ID, and what you paid.Ask your daycare
  • Forms 1099-INT and 1099-DIVInterest and dividends.Sent by your bank or brokerage

Don't have everything yet? That's normal in January. Send what you have, and we'll tell you what's still out.

The full checklists are in your Tax Season Client Kit.

2How to send it

Add your files.

Drag them here, or tap to choose from your phone or computer. A clear photo of a paper form works.

Sending to your private folderSample

This is the sample page, so the file picker stays closed. On the firm's real page, this opens your phone's photos or your computer's folders.

  • W-2 · employer.pdfAdded
  • 1098 · mortgage lender.jpgAdded
  • 1099-INT · bank.pdfAdded

Sample field. Whatever you type stays on your screen.

Sample only: nothing was sent. Below is what comes back on the real page.

Your files go straight to your private folder. Only our team of three can open it.

3What happens next

We have it.

Within one business day, Tess writes back and tells you exactly what arrived.

From: Tess Kowalski, Glen Echo Tax Subject: Your files arrived safely

Hi Jordan,

Your files arrived safely. Here's what we received today:

  • Form W-2 from your employer
  • Form 1098 from your mortgage lender
  • Form 1099-INT from your bank
Still on your list: Form 1098-T from the college.

Nothing to do right now. I'll be in touch when it's time for the next step.

TessClient coordinator, Glen Echo Tax
Sample message. Jordan is a sample name.

The path from here

  1. 1

    Within 1 business day

    Tess confirms every file, by name.

  2. 2

    About 10 business days after everything's in

    Your return is ready for your review.

  3. 3

    Before anything is filed

    We go through it with you, by phone, video or at the office.

That's it. You'll always know what to send, when to send it, and that we got it.

How we keep your files safe

Your files go to a folder, not an inbox.

Sample

Encrypted on the way in.

Files travel to us over an encrypted connection, and they're stored encrypted.

Seen by three people.

Your folder is open only to Claire, Tess and Marcus.

Never by regular email.

We don't ask for Social Security numbers or account numbers by email, and we never call asking for a password.

A person checks every file.

If something looks wrong or unreadable, Tess will tell you, plainly, and ask for a new copy.

The dates, briefly

The season at a glance.

  1. 2027Late January

    The IRS starts accepting 2026 returns. The IRS announces the exact date each January; check IRS.gov.

    IRS

  2. FridayFebruary 12

    Our ask for the forms you already have.

    Glen Echo's date

  3. FridayMarch 12

    Our ask for everything else.

    Glen Echo's date

  4. ThursdayApril 15, 2027

    The IRS filing deadline for 2026 returns.

    IRS

  5. FridayOctober 15, 2027

    The extended deadline, if an extension is filed.

    IRS

February 12 and March 12 are Glen Echo's own dates. IRS dates are from IRS.gov.

Questions, briefly

Three we hear every January.

What if a form is missing?

Send what you have and tell us which one. We'll tell you what happens next.

Can I drop off paper instead?

Yes. Season hours from January 4: Monday to Thursday 9 to 6, Friday 9 to 3, Saturday 10 to 1, on North High Street in Clintonville.

Can you tell me what I can deduct?

That depends on your situation, so we'd rather look at it with you than guess on a web page. Bring it to us.

Start with your checklist How we keep your files safe