It's time to gather your 2024 tax information!
There are a few critical new tax provisions that you may encounter on your tax returns and throughout 2025.
Securing a tax credit for an electric car has turned into monstrously complex reporting. Small business owners and investors already tangled in the BOI mandate, forced to report ownership changes to FinCEN, remain trapped in a legal carousel as courts alternately strike down and revive the requirement. Meanwhile, sweeping retirement-related reforms continue their slow rollout. And don’t forget—2025 marks the final year of lower taxes unless Congress steps in to extend their shelf life.
If keeping more money in your family’s pocket matters to you, a well-thought-out plan must be in place by mid-2025. Our Tax Organizer includes targeted questions designed to identify tax-saving opportunities and flag additional reporting requirements.
Please submit the requested information no later than March 15. We will not begin processing returns until 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 things like important 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, your Portal may be assessed 24/7/365 by logging in with the password you set up in the past. 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 or in a lockbox outside the entrance.