2026 FILING RESERVATIONS

Choose your Filing Window

Choose the filing window that fits your documents — not just the earliest date available.

Earlier is not automatically better.

The right filing window depends on when your tax documents will actually be complete. Choose the option that gives you enough time to gather everything without sacrificing the preparation timeline.

VIP EARLY FILING

Reservation Fee: $150

For clients who expect to have a complete, straightforward file early in the filing season.

Best fit for:

  • W-2 income

  • Known dependent information

  • Standard tax forms expected on time

  • Limited investment complexity

  • No expected K-1s or historically late tax documents

  • Ability to meet an early document deadline

Document Deadline

February 1, 2027

Expected Filing Window

February 2–12, 2027

Reserve VIP Early Filing

PRIORITY FILING

Reservation Fee: $100

For clients who want an earlier filing window but may need additional time for standard tax documents to arrive.

Best fit for:

  • Clients who expect documents to be available shortly after the earliest filing period

  • Returns with moderate complexity

  • Taxpayers who want an earlier place in the preparation calendar without relying on every document arriving immediately

Document Deadline

February 12, 2027

Expected Filing Window

February 15–26, 2027

Reserve Priority Filing

STANDARD FILING

Reservation Fee: $75

The core Fastidious filing window for clients whose tax documents arrive during the normal course of filing season.

Best fit for:

  • Most individual taxpayers

  • Business owners with complete bookkeeping

  • Clients waiting for ordinary February tax documents

  • Returns that do not require the earliest filing schedule

Document Deadline

February 26, 2027

Expected Filing Window

March 1–19, 2027

Reserve Standard Filing

EXTENDED FILING

Reservation Fee: $50

For clients whose documents, accounting, or tax circumstances make a later preparation window more appropriate.

Best fit for:

  • Clients expecting late-arriving documents

  • Returns involving more complex investments or business reporting

  • Taxpayers who know their file will not be complete during the earlier filing windows

  • Clients preparing for an extension when appropriate

Document Deadline

March 19, 2027

Expected Filing Window

March 22–April 9, 2027

Reserve Extended Filing