Built to Simplify

Filing Season Hub

A simple, clear guide to how tax season works at Swanson Agency—and what to expect at each step.

How It Starts

Every client moves through tax season in the same predictable, stress-free flow—so you always know what’s next, what we need from you, and where things stand from start to finish.

Step 1 - Sign Your Swanson Engagement

Before we begin any work, you’ll receive a digital engagement letter and proposal of services through Swanson Sign. This confirms the scope of work and allows us to get your file opened for the season. Once it arrives, simply:

✔ Review

✔ Sign Electronically

✔ Receive a Confirmation Email

After it’s signed, you’re officially queued for preparation and we’ll move forward with the next steps.

We can’t begin preparing your return until this is signed.

Resend Engagement

Step 2 - Start Your Stanford Organizer

Within a few days of signing your engagement, you'll receive a personalized Stanford Tax Organizer link. Your organizer helps you:

Know exactly what to upload
Avoid missing documents
Stay Organized
Move your return through more quickly

Didn't receive an organizer link? Email us and we'll resend it.

Email Us

Step 3 - Upload Your Documents

Choose whichever method is easiest for you:

Upload through your Stanford Organizer
Fastest processing. Best clarity.
Upload to Canopy Portal
Use only if you prefer a simple file upload instead of the guided organizer.
Drop Off Documents
Bring documents to either office. Folders and envelopes appreciated.
Mail-In
Mail to:
Swanson Agency
PO Box 147
Pendroy, MT 59467

Need more time to File?

Extensions are simple. Request one here.

Request an Extension

Not filed until confirmed by our team

Request an Extension

Not filed until confirmed by our team

What Happens Next

Document Review

Our team reviews everything and will reach out if anything is missing or unclear.

Return Preparation

Once your file is complete, we prepare your return in the order received.

You Choose How You Want to Sign

You will receive your completed return for review in one of two ways:

You Choose How You Want to Sign

You will receive your completed return for review in one of two ways:

Electronic Signing

(Recommended)

Electronic Signing

(Recommended)

New this year: you can review and sign your entire return packet securely through PandaDoc.

Benefits:

✔ Fast

✔ Convenient

✔ No printing or scanning required

✔ Immediate confirmation of receipt

New this year: you can review and sign your entire return packet securely through PandaDoc.

Benefits:

✔ Fast

✔ Convenient

✔ No printing or scanning required

✔ Immediate confirmation of receipt

New this year: you can review and sign your entire return packet securely through PandaDoc.

Benefits:

✔ Fast

✔ Convenient

✔ No printing or scanning required

✔ Immediate confirmation of receipt

In-Person Signing

Prefer to stop by?

You're welcome to review and sign your return at either office during normal business hours.

Prefer to stop by?

You're welcome to review and sign your return at either office during normal business hours.

| Your return is not filed until signing is complete and we confirm e-file submission.

Optional Add-Ons

IRS Notice Protection Plan

If you didn't select this in your Swanson Sign proposal, you can still add it before we file your return.

Coverage includes:

Handling IRS & State letters
Explanations, responses, and follow-up
Peace of mind for the entire tax year

Optional

Add-Ons

IRS Notice Protection Plan

If you didn't select this in your Swanson Sign proposal, you can still add it before we file your return.

Coverage includes:

Handling IRS & State letters
Explanations, responses, and follow-up
Peace of mind for the entire tax year

Add IRS Notice Protection

Keep everything on track with the key deadlines that drive tax season—so you know what’s coming, what needs attention, and when to take action.

IRS Filing Deadlines 2026

Feb 2 - W-2s & 1099-NECs due to recipients

Mar 16 - S-Corp & Partnership returns or extensions due

Apr 15 - Individual & C-Corp returns or extensions due

Sept 15 - S-Corp & Partnership extended returns due

Oct 15 - Individual & C-Corp extended returns due

Swanson Agency Milestones

Feb 20 - S-Corp & Partnership documents due

Mar 10 - Final S-Corp & Partnership deadline for on-time filing

Mar 30 - Individual & C-Corp documents due

Apr 5 - Final individual & C-Corp cut-off

Apr 15 - S-Corp & Partnership extension document deadline

Sept 1 - Partnership extension document deadline

Oct 1 - Final individual extension cut-off

Feb 20 - S-Corp & Partnership documents due

Mar 10 - Final S-Corp & Partnership deadline for on-time filing

Mar 30 - Individual & C-Corp documents due

Apr 5 - Final individual & C-Corp cut-off

Apr 15 - S-Corp & Partnership extension document deadline

Sept 1 - Partnership extension document deadline

Oct 1 - Final individual extension cut-off

Feb 2 - W-2s & 1099-NECs due to recipients

Mar 16 - S-Corp & Partnership returns or extensions due

Apr 15 - Individual & C-Corp returns or extensions due

Sept 15 - S-Corp & Partnership extended returns due

Oct 15 - Individual & C-Corp extended returns due

Want to Meet With Us?

Most returns can be completed without a meeting. However, schedule a meeting if you:

Had a major change (sale, inheritance, large loss, business/farm transitions)
Are filing a complex return
Want planning guidance for 2025

Contact us

Let’s Talk

Whether you're ready to book a time or just have a question, someone on our team will get back to you shortly.

Contact us

Let’s Talk

Whether you're ready to book a time or just have a question, someone on our team will get back to you shortly.

Contact us

Let’s Talk

Whether you're ready to book a time or just have a question, someone on our team will get back to you shortly.

Built for What Lasts

The mindset behind every plan, return, and policy — because lasting success doesn't happen by accident.

01 Clear Thinking, Straight Talk.

No jargon, no fluff. Just the clarity you need to make smart decisions.

01 Clear Thinking, Straight Talk.

No jargon, no fluff. Just the clarity you need to make smart decisions.

01 Clear Thinking, Straight Talk.

No jargon, no fluff. Just the clarity you need to make smart decisions.

02 Clear Thinking, Straight Talk.

People deserve to understand what they're signing, why it matters, and how it affects their future. No runaround. Just Calrity.

02 Clear Thinking, Straight Talk.

People deserve to understand what they're signing, why it matters, and how it affects their future. No runaround. Just Calrity.

02 Clear Thinking, Straight Talk.

People deserve to understand what they're signing, why it matters, and how it affects their future. No runaround. Just Calrity.

03 We Give a Damn.

We take your future seriously. That means showing up, following through, and doing work we're proud of - because what matters to you, matters to us.

03 We Give a Damn.

We take your future seriously. That means showing up, following through, and doing work we're proud of - because what matters to you, matters to us.

03 We Give a Damn.

We take your future seriously. That means showing up, following through, and doing work we're proud of - because what matters to you, matters to us.

04 We Figure It Out.

We don't bluff. We don't dodge. And if we don't know something, we'll find the answer. We dig in until it is solved. That's how trust is built.

04 We Figure It Out.

We don't bluff. We don't dodge. And if we don't know something, we'll find the answer. We dig in until it is solved. That's how trust is built.

04 We Figure It Out.

We don't bluff. We don't dodge. And if we don't know something, we'll find the answer. We dig in until it is solved. That's how trust is built.

Our Values