BlueSky Tax Preparation

The following resources will help make this tax season as smooth as possible.

BlueSky Wealth Advisors only prepares tax returns for current clients. If you’d like to become a BlueSky client, please click here to tell us more about yourself.

If you have any questions that you can’t find on this page, please reach out to your Tax Concierge.

Tax Concierge Team

Our Tax Concierge team is here to help! Please email your dedicated concierge below with questions, or text our Client Service Team at 252-772-9892.

Tiffany Cassell

clientservice@blueskywa.com

Ali Noe

clientservice@blueskywa.com

Madison Carneiro

clientservice@blueskywa.com

Our 10 Step Process

Click any of the steps below for more details. Additional quick links to key documents and resources are provided at the bottom of the page.

Step 1 - Review Your Kick-Off Email

Now that you are here, you are already well on your way! You’ve read your kick-off email from your Tax Concierge. Make sure to notate your Tax Prep Questionnaire Link and Documents Due to BlueSky Date.

If we have not received the majority of your tax documents by the Documents Due to BlueSky Date, we will put your tax return on extension. We will use your 2025 tax projection to calculate the anticipated liabilities. We cannot guarantee this will cover your liabilities as it is an estimate. There may be penalties and interest if the amount paid with the extension is lower than the actual amount due when filing.

Also, take note of the special messages in your kick-off email about Photo IDs and verifying your bank account information. These are key pieces that could cause filing delays even once the return is ready.
Step 2 - Tax Prep Questionnaire and Engagement Confirmation

Follow the Tax Prep Questionnaire link in your Kick Off email to sign for engagement with our tax process and fill out the tax prep questionnaire. Your signature and this questionnaire are required in order to prepare your return.

If we do not receive your signature confirming engagement, we may be unable to prepare the return on your behalf.

You can also follow this link to fill out the questionnaire.
Step 3 - Review Our "Tax Return Price Notice"

Please read our 2025 Tax Year Engagement Notice.

Please note that we are unable to provide an estimate on the cost of your return until it is complete. We provide tax preparation services to add value to your tax planning and be a one-stop hub for your financial journey. Based on our research, our tax preparation fees are slightly under fair market value.
Step 4 - Upload Your Documents

It’s time to start uploading your documents!

In your kick-off email, you will find a link to upload your tax documents.

If we are preparing multiple returns for you, please be mindful of your Documents Due to BlueSky Date and links for uploading your documents.

If you’d prefer a more comprehensive checklist to help you gather your tax documents, please check out the Tax Organizers section at the bottom of this page. It contains a variety of detailed checklists to help you gather your documentation. If you are unsure which checklists apply to you, please get in touch with your Tax Concierge.
Step 5 - Confirm You're Ready & We'll Get To Work!

At BlueSky, we love to get a jump on things! If you upload all of your tax documents before your Documents Due to BlueSky Date, contact your Tax Concierge, and we will get your return started early!

Your hard work is almost done. Now, it’s BlueSky’s turn.
Step 6 - Review Your Return
Step 7 - Electronically Sign & Submit Your Returns

After you have approved the return, your Tax Concierge will send you the appropriate forms through the tax preparation software for your signature. We will file the returns once you have signed.

Times can vary on how long it takes the various agencies to accept returns. Once all your returns have been accepted, your Tax Concierge will send you a final email confirming their acceptance and a PDF copy of your return will remain filed in your client portal in the Taxes > 2025 folder.
Step 8 - Payment For Services
Step 9 - Submit Estimated Tax Payments (if applicable)
Step 10 - Congratulations! You Survived Tax Season.