It's time to gather your tax information!
2025 brought a flurry of tax changes… and a fog of missing instructions. Now we’re sorting through the aftermath—with many welcome breaks, some traps for high-earners, and plenty of head-scratchers.
Our 2025 Tax Organizer isn’t just a chore. It’s built to spot hidden tax-saving opportunities, catch sneaky reporting rules, and help you avoid costly mistakes.
And while we’re at it—why stop at just filing? We’ve deliberately added a page of frequently requested tax planning strategies to help you plug the tax leaks and preserve what you earn.
Let’s wrap up 2025 right—and make 2026 your smartest tax year yet.
Please submit the requested information no later than March 15. We will begin processing returns once all information is in.
Your Tax Preparation Process… 2 easy Steps
STEP 1. Review and sign the Welcome Packet.
The Welcome Packet combines an annual Engagement Letter, a short Tax Organizer, and key dates and communication protocols to help you streamline our collaboration.
STEP 2. Securely upload your tax forms to the ShareFile portal.
If you are a returning client, you can access your Portal 24/7/365 by logging in with the password you previously set. If you are a new client, before your portal is up, you can temporarily securely upload your tax forms without registration.
If you plan to drop off paper copies, please drop them off in a sealed envelope at the front desk at our new location.