Tax Year 2024 Filing Deadlines
Partnerships & S-Corps - 3/17/25
Individuals, Trusts & C-Corps - 4/15/25
Individual, C-Corp, & Gift Tax Returns on Extension- 10/15/25
Trust Tax Returns on Extension - 9/30/25
Partnership & S-Corp Returns on Extension - 9/15/25
Welcome to our Client Center
Our Client Center is where our clients, both new and existing, can find information on tax filing deadlines, client worksheets, our privacy policy, and more!
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Please see the important note to our new and existing clients below...
We've Made Some Changes...
What's New for 2025
For Tax Year 2024, we have transitioned all of our client services to a more paperless system. What does this mean for you? Our clients will need to create an account on SmartVault, which is our new client portal. This will be a one-stop shop to access all the documents we need you to fill out and turn in to us as well as a hub to access your deliverables.
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Client tax packets will only be available via SmartVault. To access your tax packet documents, click the "Access Tax Packets" button below, login to your SmartVault account, go to "View my Documents" and click on the "Public Documents" folder.
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WHICH DOCUMENTS DO I RETRIEVE FROM THE PORTAL?
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For Individuals:
1040 Engagement Letter*
Tax Information Worksheet
Client Preferences Worksheet
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For Businesses:
Partnerships - 1065 Engagement Letter*
Corporations - 1120 Engagement Letter*
S-Corporations - 1120S Engagement Letter*
Trusts - 1041 Engagement Letter*
Gift Tax Returns - 709 Engagement Letter*
Non-Profit Tax Returns - 990-990T Engagement Letter*
Client Preferences Worksheet
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*Engagement Letters were sent out for e-signature to the address we have on file for you. If you've already e-signed the Engagement Letter, there is no need to retrieve it from the portal.
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Need assistance? Call or email our office administrator, Jodi Riveira.
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An Important Note to Our Clients
At Duncan, Onley & Watkins, we ask that all clients, both new and existing, fill out our Tax Information Worksheet to be sent in with their yearly tax information.
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This worksheet, when filled out fully, is VERY important to our tax preparation process. Having the Tax Information Worksheet saves us time when preparing your return, which in turn saves you money.
Engagement Letters
Engagement Letters outline the services we will provide to you as well as client responsibilities during the engagement for tax preparation services.
Please view our downloadable engagement letters below.
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The applicable engagement letter to you below is determined by what type of return we are preparing for you.
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We ask that all of our clients, both new and existing, fill out and sign an engagement letter each year we provide tax preparation services to you.
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If filing a joint return, we ask that both spouses sign the Individual Engagement Letter.
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Please include all applicable signed engagement letters as well as the completed tax information worksheet when dropping off, mailing, or uploading your tax documents.
How to Get Us Your Tax Information
Drop it off
For our clients' convenience, we have a drop-off slot in our door down the hall from our main office entrance. Or, feel free to come inside and drop off your information to someone in the office.
Client Portal (SmartVault)
At your request, we can send you a secure link either from our cloud storage software where you can safely upload all of your tax documents.
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Mail-In
This is the most convenient option for our out of town clients, or anyone not wanting to drop off their items at the office.
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