Tax Return Complete – Download Your Return
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</style></head><body style="background-color:#f5f3ff;margin:0"><!--$--><!--html--><div style="display:none;overflow:hidden;line-height:1px;opacity:0;max-height:0;max-width:0" data-skip-in-text="true">Your 2025 tax return is complete and ready for your review and e-signature — great news inside.<div> </div></div><!--head--><!--body--><table border="0" width="100%" cellPadding="0" cellSpacing="0" role="presentation" align="center"><tbody><tr><td style="background-color:#f5f3ff;margin:0;padding:0;font-family:Inter, Arial, sans-serif"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="display:none;max-height:0;overflow:hidden"><tbody><tr><td></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="max-width:600px;margin:0 auto;padding:0"><tbody><tr style="width:100%"><td><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:#6b21a8;padding:20px 32px"><tbody><tr><td><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column"><img alt="ClearPath Tax Advisors logo" height="36" src="/static/company-logo.png" style="display:block;outline:none;border:none;text-decoration:none" width="140"/></td><td data-id="__react-email-column" style="text-align:right"><p style="font-size:13px;line-height:1.4;color:#e9d5ff;margin:0;margin-top:0;margin-bottom:0;margin-left:0;margin-right:0">Tax Year 2025</p><p style="font-size:13px;line-height:1.4;color:#ffffff;margin:2px 0 0;font-weight:700;margin-top:2px;margin-right:0;margin-bottom:0;margin-left:0">Individual Return</p></td></tr></tbody></table></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:#6b21a8;padding:0"><tbody><tr><td><img alt="Financial planner reviewing completed tax documents at a professional desk" height="280" src="/static/images/library/finance-planning-desk.png" style="display:block;outline:none;border:none;text-decoration:none;width:100%;object-fit:cover" width="600"/></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:#7e22ce;padding:36px 40px 32px"><tbody><tr><td><h1 style="color:#ffffff;font-size:28px;font-weight:700;line-height:1.3;margin:0 0 12px;letter-spacing:-0.3px">Your Tax Return Is Complete</h1><p style="font-size:16px;line-height:1.7;color:#e9d5ff;margin:0;margin-top:0;margin-bottom:0;margin-left:0;margin-right:0">We have great news — your 2025 federal and state tax return has been carefully prepared and is ready for your review. We know tax season can feel overwhelming, so we are glad to take this step together with you. Please take a moment to look everything over and sign when you are ready.</p></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:#ffffff;padding:40px 40px 32px"><tbody><tr><td><p style="font-size:16px;line-height:1.7;color:#374151;margin:0 0 24px;margin-top:0;margin-right:0;margin-bottom:24px;margin-left:0">Hi Margaret,</p><p style="font-size:16px;line-height:1.7;color:#374151;margin:0 0 32px;margin-top:0;margin-right:0;margin-bottom:32px;margin-left:0">Thank you for trusting ClearPath Tax Advisors with your 2025 return. Our team has reviewed all of your documents, applied every eligible deduction, and ensured your return is accurate and compliant. Here is a summary of what we discussed and what you can expect.</p><hr style="width:100%;border:none;border-top:1px solid #eaeaea;border-color:#ede9fe;border-top-width:1px;margin:0 0 32px"/><h2 style="color:#6b21a8;font-size:18px;font-weight:700;margin:0 0 16px;letter-spacing:-0.2px">Meeting Summary</h2><p style="font-size:15px;line-height:1.7;color:#374151;margin:0 0 16px;margin-top:0;margin-right:0;margin-bottom:16px;margin-left:0">During our consultation on January 14, 2026, we reviewed your W-2 income, mortgage interest deduction, charitable contributions, and home office expenses. We also confirmed your filing status as Married Filing Jointly and verified your dependent information for your two children.</p><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:#faf5ff;border:1px solid #ede9fe;border-radius:10px;padding:20px 24px;margin-bottom:32px"><tbody><tr><td><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-bottom:10px"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="width:50%"><p style="font-size:13px;line-height:24px;color:#6b7280;margin:0 0 2px;text-transform:uppercase;letter-spacing:0.05em;margin-top:0;margin-right:0;margin-bottom:2px;margin-left:0">Meeting Date</p><p style="font-size:15px;line-height:24px;color:#1f2937;font-weight:700;margin:0;margin-top:0;margin-bottom:0;margin-left:0;margin-right:0">January 14, 2026</p></td><td data-id="__react-email-column" style="width:50%"><p style="font-size:13px;line-height:24px;color:#6b7280;margin:0 0 2px;text-transform:uppercase;letter-spacing:0.05em;margin-top:0;margin-right:0;margin-bottom:2px;margin-left:0">Advisor</p><p style="font-size:15px;line-height:24px;color:#1f2937;font-weight:700;margin:0;margin-top:0;margin-bottom:0;margin-left:0;margin-right:0">David Hartwell, CPA</p></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="width:50%"><p style="font-size:13px;line-height:24px;color:#6b7280;margin:0 0 2px;text-transform:uppercase;letter-spacing:0.05em;margin-top:0;margin-right:0;margin-bottom:2px;margin-left:0">Filing Status</p><p style="font-size:15px;line-height:24px;color:#1f2937;font-weight:700;margin:0;margin-top:0;margin-bottom:0;margin-left:0;margin-right:0">Married Filing Jointly</p></td><td data-id="__react-email-column" style="width:50%"><p style="font-size:13px;line-height:24px;color:#6b7280;margin:0 0 2px;text-transform:uppercase;letter-spacing:0.05em;margin-top:0;margin-right:0;margin-bottom:2px;margin-left:0">Tax Year</p><p style="font-size:15px;line-height:24px;color:#1f2937;font-weight:700;margin:0;margin-top:0;margin-bottom:0;margin-left:0;margin-right:0">2025</p></td></tr></tbody></table></td></tr></tbody></table><hr style="width:100%;border:none;border-top:1px solid #eaeaea;border-color:#ede9fe;border-top-width:1px;margin:0 0 32px"/><h2 style="color:#6b21a8;font-size:18px;font-weight:700;margin:0 0 16px;letter-spacing:-0.2px">Return Highlights</h2><p style="font-size:15px;line-height:1.7;color:#374151;margin:0 0 20px;margin-top:0;margin-right:0;margin-bottom:20px;margin-left:0">We are pleased to share that after applying all applicable deductions and credits, your return reflects a federal refund. Here is a quick overview of the key figures:</p><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-bottom:12px"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="width:50%;padding-right:8px"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:#f0fdf4;border:1px solid #bbf7d0;border-radius:10px;padding:18px 20px"><tbody><tr><td><p style="font-size:12px;line-height:24px;color:#15803d;font-weight:700;margin:0 0 4px;text-transform:uppercase;letter-spacing:0.07em;margin-top:0;margin-right:0;margin-bottom:4px;margin-left:0">Federal Refund</p><p style="font-size:26px;line-height:1.2;color:#14532d;font-weight:700;margin:0;margin-top:0;margin-bottom:0;margin-left:0;margin-right:0">$3,248</p><p style="font-size:12px;line-height:24px;color:#16a34a;margin:4px 0 0;margin-top:4px;margin-right:0;margin-bottom:0;margin-left:0">Expected in 21 days</p></td></tr></tbody></table></td><td data-id="__react-email-column" style="width:50%;padding-left:8px"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:#faf5ff;border:1px solid #ede9fe;border-radius:10px;padding:18px 20px"><tbody><tr><td><p style="font-size:12px;line-height:24px;color:#7e22ce;font-weight:700;margin:0 0 4px;text-transform:uppercase;letter-spacing:0.07em;margin-top:0;margin-right:0;margin-bottom:4px;margin-left:0">State Balance Due</p><p style="font-size:26px;line-height:1.2;color:#581c87;font-weight:700;margin:0;margin-top:0;margin-bottom:0;margin-left:0;margin-right:0">$412</p><p style="font-size:12px;line-height:24px;color:#7e22ce;margin:4px 0 0;margin-top:4px;margin-right:0;margin-bottom:0;margin-left:0">Due April 15, 2026</p></td></tr></tbody></table></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-bottom:32px"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="width:50%;padding-right:8px"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:#faf5ff;border:1px solid #ede9fe;border-radius:10px;padding:18px 20px"><tbody><tr><td><p style="font-size:12px;line-height:24px;color:#6b7280;font-weight:700;margin:0 0 4px;text-transform:uppercase;letter-spacing:0.07em;margin-top:0;margin-right:0;margin-bottom:4px;margin-left:0">Total Income</p><p style="font-size:22px;line-height:1.2;color:#1f2937;font-weight:700;margin:0;margin-top:0;margin-bottom:0;margin-left:0;margin-right:0">$118,450</p></td></tr></tbody></table></td><td data-id="__react-email-column" style="width:50%;padding-left:8px"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:#faf5ff;border:1px solid #ede9fe;border-radius:10px;padding:18px 20px"><tbody><tr><td><p style="font-size:12px;line-height:24px;color:#6b7280;font-weight:700;margin:0 0 4px;text-transform:uppercase;letter-spacing:0.07em;margin-top:0;margin-right:0;margin-bottom:4px;margin-left:0">Total Deductions</p><p style="font-size:22px;line-height:1.2;color:#1f2937;font-weight:700;margin:0;margin-top:0;margin-bottom:0;margin-left:0;margin-right:0">$29,600</p></td></tr></tbody></table></td></tr></tbody></table><hr style="width:100%;border:none;border-top:1px solid #eaeaea;border-color:#ede9fe;border-top-width:1px;margin:0 0 32px"/><h2 style="color:#6b21a8;font-size:18px;font-weight:700;margin:0 0 12px;letter-spacing:-0.2px">Access Your Secure Document Portal</h2><p style="font-size:15px;line-height:1.7;color:#374151;margin:0 0 16px;margin-top:0;margin-right:0;margin-bottom:16px;margin-left:0">Your completed return, supporting schedules, and all related documents are waiting for you in your private client portal. To protect your information, please do not share your login credentials with anyone.</p><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:#faf5ff;border:1px solid #ede9fe;border-radius:10px;padding:20px 24px;margin-bottom:16px"><tbody><tr><td><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="width:50%"><p style="font-size:13px;line-height:24px;color:#6b7280;margin:0 0 2px;margin-top:0;margin-right:0;margin-bottom:2px;margin-left:0">Portal URL</p><a href="https://portal.clearpathcpa.com" style="color:#7e22ce;text-decoration-line:none;font-size:14px;font-weight:700;text-decoration:none" target="_blank">portal.clearpathcpa.com</a></td><td data-id="__react-email-column" style="width:50%"><p style="font-size:13px;line-height:24px;color:#6b7280;margin:0 0 2px;margin-top:0;margin-right:0;margin-bottom:2px;margin-left:0">Your Username</p><p style="font-size:14px;line-height:24px;color:#1f2937;font-weight:700;margin:0;margin-top:0;margin-bottom:0;margin-left:0;margin-right:0">m.henderson@email.com</p></td></tr></tbody></table><hr style="width:100%;border:none;border-top:1px solid #eaeaea;border-color:#ede9fe;border-top-width:1px;margin:16px 0"/><p style="font-size:14px;line-height:1.6;color:#374151;margin:0;margin-top:0;margin-bottom:0;margin-left:0;margin-right:0"><strong>Password:</strong> For your security, your temporary portal password was sent separately via SMS to the mobile number ending in 4821. If you did not receive it, please call us directly and we will verify your identity before resetting access.</p></td></tr></tbody></table><hr style="width:100%;border:none;border-top:1px solid #eaeaea;border-color:#ede9fe;border-top-width:1px;margin:0 0 32px"/><h2 style="color:#6b21a8;font-size:18px;font-weight:700;margin:0 0 12px;letter-spacing:-0.2px">How to Sign Your Return</h2><p style="font-size:15px;line-height:1.7;color:#374151;margin:0 0 20px;margin-top:0;margin-right:0;margin-bottom:20px;margin-left:0">Signing your return electronically is quick, secure, and legally binding. Please follow these simple steps once you are logged in to the portal:</p><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-bottom:16px"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="width:40px;vertical-align:top"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:#7e22ce;border-radius:50%;width:32px;height:32px;text-align:center;line-height:32px"><tbody><tr><td><p style="font-size:14px;line-height:32px;color:#ffffff;font-weight:700;margin:0;margin-top:0;margin-bottom:0;margin-left:0;margin-right:0">1</p></td></tr></tbody></table></td><td data-id="__react-email-column" style="vertical-align:top;padding-left:12px"><p style="font-size:15px;line-height:24px;color:#1f2937;font-weight:700;margin:0 0 2px;margin-top:0;margin-right:0;margin-bottom:2px;margin-left:0">Review your return</p><p style="font-size:14px;line-height:1.6;color:#6b7280;margin:0;margin-top:0;margin-bottom:0;margin-left:0;margin-right:0">Open the PDF labeled "2025 Federal & State Return — Final" and read through each section at your own pace.</p></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-bottom:16px"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="width:40px;vertical-align:top"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:#7e22ce;border-radius:50%;width:32px;height:32px;text-align:center;line-height:32px"><tbody><tr><td><p style="font-size:14px;line-height:32px;color:#ffffff;font-weight:700;margin:0;margin-top:0;margin-bottom:0;margin-left:0;margin-right:0">2</p></td></tr></tbody></table></td><td data-id="__react-email-column" style="vertical-align:top;padding-left:12px"><p style="font-size:15px;line-height:24px;color:#1f2937;font-weight:700;margin:0 0 2px;margin-top:0;margin-right:0;margin-bottom:2px;margin-left:0">Click "Sign Documents"</p><p style="font-size:14px;line-height:1.6;color:#6b7280;margin:0;margin-top:0;margin-bottom:0;margin-left:0;margin-right:0">Select the blue "Sign Documents" button on your dashboard. Both you and your spouse will need to sign.</p></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-bottom:16px"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="width:40px;vertical-align:top"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:#7e22ce;border-radius:50%;width:32px;height:32px;text-align:center;line-height:32px"><tbody><tr><td><p style="font-size:14px;line-height:32px;color:#ffffff;font-weight:700;margin:0;margin-top:0;margin-bottom:0;margin-left:0;margin-right:0">3</p></td></tr></tbody></table></td><td data-id="__react-email-column" style="vertical-align:top;padding-left:12px"><p style="font-size:15px;line-height:24px;color:#1f2937;font-weight:700;margin:0 0 2px;margin-top:0;margin-right:0;margin-bottom:2px;margin-left:0">Verify your identity</p><p style="font-size:14px;line-height:1.6;color:#6b7280;margin:0;margin-top:0;margin-bottom:0;margin-left:0;margin-right:0">You will be prompted to enter a one-time code sent to your phone. This confirms your identity securely.</p></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-bottom:16px"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="width:40px;vertical-align:top"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:#7e22ce;border-radius:50%;width:32px;height:32px;text-align:center;line-height:32px"><tbody><tr><td><p style="font-size:14px;line-height:32px;color:#ffffff;font-weight:700;margin:0;margin-top:0;margin-bottom:0;margin-left:0;margin-right:0">4</p></td></tr></tbody></table></td><td data-id="__react-email-column" style="vertical-align:top;padding-left:12px"><p style="font-size:15px;line-height:24px;color:#1f2937;font-weight:700;margin:0 0 2px;margin-top:0;margin-right:0;margin-bottom:2px;margin-left:0">Submit for filing</p><p style="font-size:14px;line-height:1.6;color:#6b7280;margin:0;margin-top:0;margin-bottom:0;margin-left:0;margin-right:0">Once both signatures are complete, click "Submit Return" and we will handle the electronic filing immediately.</p></td></tr></tbody></table></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:#7e22ce;padding:40px 40px"><tbody><tr><td><p style="font-size:15px;line-height:1.7;color:#e9d5ff;margin:0 0 24px;text-align:center;margin-top:0;margin-right:0;margin-bottom:24px;margin-left:0">Ready to make it official? Your return is prepared, reviewed, and waiting for your signature. The sooner you sign, the sooner your refund is on its way.</p><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="text-align:center"><tbody><tr><td><a href="https://portal.clearpathcpa.com/sign" style="line-height:100%;text-decoration:none;display:inline-block;max-width:100%;mso-padding-alt:0px;background-color:#ffffff;color:#6b21a8;font-size:16px;font-weight:700;padding:16px 40px;border-radius:8px;letter-spacing:-0.1px;padding-top:16px;padding-right:40px;padding-bottom:16px;padding-left:40px" target="_blank"><span><!--[if mso]><i style="mso-font-width:500%;mso-text-raise:24" hidden>    </i><![endif]--></span><span style="max-width:100%;display:inline-block;line-height:120%;mso-padding-alt:0px;mso-text-raise:12px">Sign and Submit Return</span><span><!--[if mso]><i style="mso-font-width:500%" hidden>    ​</i><![endif]--></span></a></td></tr></tbody></table><p style="font-size:13px;line-height:24px;color:#c4b5fd;text-align:center;margin:16px 0 0;margin-top:16px;margin-right:0;margin-bottom:0;margin-left:0">Button not working?<!-- --> <a href="https://portal.clearpathcpa.com/sign" style="color:#e9d5ff;text-decoration-line:none;text-decoration:underline" target="_blank">Copy and paste this link into your browser</a></p></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:#ffffff;padding:36px 40px"><tbody><tr><td><h2 style="color:#6b21a8;font-size:18px;font-weight:700;margin:0 0 12px;text-align:center">Questions? We Are Here for You</h2><p style="font-size:15px;line-height:1.7;color:#374151;margin:0 0 24px;text-align:center;margin-top:0;margin-right:0;margin-bottom:24px;margin-left:0">If anything looks unfamiliar or you have questions about your return before signing, please do not hesitate to reach out. 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