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Kicking off our 1st tax season as Thayer O’Neal

posted February 04, 2016

Happy Tax Season 2015! As we kick off this tax season, I wanted to take a moment to personally welcome you to our first tax season as Thayer O’Neal.

You may have noticed we recently put your 2015 Tax Organizers and Engagement Letters in your personal online portal. If you didn’t get a notification email, please check your online portal at for these two important documents. If you are new to our portal: your login will be the email where we contact you, and you will either need to set up or reset the password by clicking the “forgot password” link.

Please complete the organizer to your best ability, and return it to us with your tax forms/data. You have the option of delivering it to our office physically, mailing to 101 Parklane Blvd, Ste 201, Sugar Land, TX 77478, or uploading them electronically into the portal.

If you would like to set up an appointment to meet with your tax advisor, please contact them directly using the information below.

We ask that you please send us an email to notify us any time you upload information into the portal. Also, please print and sign the engagement letter, and return to us at your earliest convenience. If you are having any trouble with the portal, please contact our office at 281-552-8430.

The deadline this year will be Monday, April 18th. Please let us know in advance if you plan to file an extension.

Thank you!

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