Kate Charton, EA
Welcome
Thank you for your interest in Kate Charton, EA.
If you are a current client of Kate Charton, EA, please see the 'Clients' page to access the Client Portal or to schedule an appointment.
If you are new to our firm, please feel free to send us your name and contact information through the 'Contact Us' page on our website.
We look forward to the opportunity to work with you and your family to help reach your tax and finance goals.
2025 Tax Season Updates:
2025 Tax Season Document Deadline:
Wednesday, March 18th, 2026
Required Engagement Letters and Tax Organizers will be available to all clients in the client portal on January 6th.
Engagement Letters and Tax Organizers will mailed to those who have requested by January 13th.
Please email [email protected] after 1/20/26 if you haven't received a package in the mail
and would like to complete the Engagement Letter and Tax Organizer by paper.
Our office prepares returns in order of receipt of ALL tax documents.
As soon as you have all of your 2025 tax documents ready, please upload via client portal or forward all of the documents to our office.
The deadline to have ALL 2025 tax documents into our office for this tax season will be
Wednesday, March 18, 2026.
Anything received after this deadline is subject to extension.
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