2025 Tax Season - Alert #1

2025 Organizers Ready!

Just in time for the holidays, the 2025 organizers are ready for distribution.

For existing clients

• As an existing client, your organizer will show data from your 2024 return which is a helpful reminder of items you have provided in the past.
• We are in the process of uploading 2025 organizers into the client portal for all existing clients. This is a manual process so if you don't see it in the portal right away, check back in the coming weeks.
• For those that have requested an organizer be mailed, we are mailing those out this week and next.

For new clients

• We have loaded a blank organizer onto our website but you can also click the link below to access it.

As a reminder, organizers are optional and you DO NOT need to manually enter data that we will get from the source document copies you provide to us. The best examples of this are a W2's or 1099's - when you provide copies of these, they have all of the data we need so you do not need to enter that data into the organizer.

Cutoff Dates

In order to improve our ability to meet client expectations regarding filing returns, please be aware of the following cutoff dates for 2025 tax season.

Business Returns (due March 16th)

• Please provide all required data no later than February 16th, 2026

Personal Returns (due April 15th)

• For those wanting to make quarterly estimated payments in 2026, please provide all required data no later than March 2nd, 2026
• For all others, please provide all required data no later than March 16th, 2026

Anyone missing these dates will have courtesy extensions filed no later than the filing deadlines unless the return is completed and authorized for e-filing before then.

Client Drop Box

In case you drop information off at our office when we are not available, we have added a client drop box for your convenience. Enjoy!

Holiday Hours

We hope you all have a wonderful holiday season with family and loved ones. We are so thankful to be your CPA and trusted advisor!

So that we can also enjoy the holidays, our offices will be closed the afternoon of December 24th and all day December 25th/26th. We will also be closed the afternoon of December 31st and all day January 1st.