As we move to a brand new client portal, we thank you for your patience throughout the process. There have been a lot of questions (as to be expected), so here are some updates and frequently asked questions: Q. when will the Arrive portal be fully active? A. This week you should see a full […]

As a follow up to the last message regarding our new platform (Arrive), I wanted to provide some clarification on what to expect this tax season:

It’s that time of year again! Please grab time on Brian’s calendar or reach out via email with preferred days and times and our office can confirm. Ahead of meeting, please be sure to have updated records for estimated tax planning. Let us know if you have any questions!

Just a reminder for individuals, trusts, and C-Corporations on extension for tax year 2024 – filing deadline is 10/15. If we have not coordinated with you already, please reach out right away. Year-End Planning (yes, it’s already that time of year): Please grab time on Brian’s calendar (October through December). Note that full availability will […]

S-Corporations and Partnership returns (on extension) are due 9/15/2025. If you have not already coordinated with our office to provide necessary details, please do so no later than 8/15/2025. Individual returns, C-Corporations, Trusts (on extension) are due 10/15/2025. Please coordinate with our office or upload documents and your organizer as soon as possible. 9/15 is […]