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From: Summit Tax Advisors
Subject: Your documents for your 2026 tax return
Hello Emily,
Summit Tax Advisors is getting started on your 2026 return and needs a few documents. It only takes a few minutes from your phone — no account, no password.
Upload my documents →This secure link is just for you and expires in 30 days.
Your client
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Summit Tax Advisors
Summit Tax Advisors needs the following documents to prepare your 2026 tax return. Select each item to upload a photo or file.
Still needed: 1099-INT — bank interest, 1098 — mortgage interest statement
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Clients · 2026 season
Who needs a follow-up today — at a glance.
Robert A.
Last activity: — · 11 days since link
Thomas K.
Last activity: — · 14 days since link
Emily C.
Last activity: 2 hours ago · 4 days since link
Angela P.
Last activity: yesterday · 3 days since link
Sarah M.
Last activity: yesterday · 6 days since link
David O.
Last activity: 3 days ago · 9 days since link
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Review — w2-northwind.jpg
Read automatically. Anything below 85% confidence is highlighted for you to check.
Form W-2 · 2026
Wage and Tax Statement
Northwind Logistics LLC
84-3921567
62,340.00
7,911.00
64,900.00
64,900.00
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