Brian Pry CPA

Tax advisory and accounting for SMBs

Financial & Tax Updates

4/15 Deadline Reminder

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Stating the obvious here: Wednesday is tax day. If you are going on extension, please remember that your tax liability is always due by 4/15 regardless of extension. Even an estimate of the balance due and posting payment by then can reduce and alleviate penalties and interest so we strongly recommend doing so. Also, please be sure to fund retirement accounts by the 4/15 deadline as needed.

Feel free to reach out for status updates. Our office will remain open after deadline as we continue working on 2025 filing season. As always, our recommendation is to provide tax documents and file as soon as possible rather than waiting until the extension deadline this fall. We understand that’s not always possible for taxpayers waiting for K-1 documents.

Thank you!

Friendly Reminder

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Happy March! This is a quick reminder of due dates and deadlines:

March 15th – Partnerships and S-Corporations; if you need an extension filed, please let us know.

April 15th – Individual returns, C-Corporations, Trust/Estate returns. As always, we request having all documents and necessary information to prepare these at least 30 days ahead of the deadline. If you need an extension, let us know.

Also, a reminder that an extension buys time for filing a return, but the tax is always due by the original deadline regardless of extensions. If you are going to need an extension but would like an estimate of your tax liability to pay in and avoid penalties/interest, please let us know right away. The deadline for this request is 30 days advanced notice.

Use SmartVault! – Final Update

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The official Arrive rollout is being delayed until after Q1 2026. Please continue to use SmartVault for this tax season. If you do not have access to your folders in SmartVault, please reach out right away. Your organizers are already in the 2025 client source documents folder, use those as a guide. And as always, please send us a message when your files are ready (including business financials if we prepare entity returns for you).

If you already activated your Arrive portal, save that login for future use. We will provide updates with system guidance/walkthroughs when ready. If you received a docusign and it was voided, you may disregard. That was part of the Arrive onboarding process.

Thank you!

Filed Under: Tax

Arrive: System Updates and Q&A

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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 rollout of the client portal/files as well as the individual tax organizer document request workflow and questionnaire.

Q. I received a docusign over the weekend, is action needed on my part?

A. Yes, we sent an initial engagement letter that you can sign which will trigger the tax-season workflow in our system. We apologize for any confusion as the fields were not pre-filled. Please use a signature block and execute those. For married couples, only the primary listed taxpayer received this. Again, think of it as an opt-in to start the tax season process with us. All parties will receive a final engagement letter as part of the tax return finalization process. If you do not see a signature option, close out the docusign and open it back up.

Q. Is SmartVault still an option?

A. YES! while we encourage you to use the new Arrive platform, we intentionally kept SmartVault active for anyone who prefers to use that system for this season. Organizers are already printed to SmartVault 2025 client source documents folders.

Q. Why are we moving to a new platform?

A. This is a new software solution, designed to streamline communication, improve secure file sharing, and enhance the client experience. Stay tuned for additional features including a business owner dashboard and performance reporting.

Q. How do I use the new Arrive platform?

A. First and foremost, ensure you have access (including any business entities you own) and that we have your preferred contact details on file. 2FA security settings will be active as well. Let us know right away if you cannot access the portal. You can also authorize additional users (your financial advisor, for example).

Q. Where do I find the organizer section in Arrive?

A. under “documents, individual tax returns” you will find a 2025 folder with a file titled “workpaper”. In that folder you will see upload links associated with tax forms we expect from you (based on prior years) along with a questionnaire and ability to upload any NEW 2025 items.

Q. Do I have to use the organizer or complete it?

A. We do not require clients to fill out the organizer. However, the questionnaire is important as you need to inform us of any relevant items or changes to your situation. The organizer is a guide, please review it for reference.

As always, please reach out with any questions. Thank you!

Filed Under: Tax

Tax Season Organizers

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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:

  1. Client organizers have been printed to SmartVault (2025 client source documents folder). We are moving to the new Arrive platform, but you may continue using SmartVault if that is your preference for this season
  2. New Portal (Arrive) – we will be sending the invites for the Arrive portal next week (should be on the 15th). This new system will streamline document requests and communication as well as engagement letters and billing. Your organizer will also post to this system and you will be able to use it to securely share tax documents with me directly.
  3. As a reminder on timeline and due dates: Q4 2025 estimated tax payments are due 1/15. Please reach out with any questions. 2025 return due dates are as follows:
    • S-Corporations and Partnerships due 3/15/2026 (contact us to file an extension if needed)
    • Individual returns, C Corporations, Trusts/estate returns due 4/15 (contact us to file an extension)
    • Non-Profit returns typically due 5/15
    • As a general rule, we request to have all necessary documents and information 30 days prior to the deadline.

Filed Under: Tax

IMPORTANT UPDATE – PLEASE READ!

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Dear Client,

In our continuing efforts to offer more and more value and leading-edge technology to our clients, we have an exciting announcement to make.
Over the past weeks, we’ve been migrating to a new portal platform for our clients to enhance the client experience.
Be sure and check out this guide for more details. And keep an eye on your email, because in the next couple of days, you’ll receive an email with login credentials to your new portal. Just like our old portal, you’ll be able to log into it by going to our website home page anytime and clicking on client login.
In addition to a new portal system, we’ve migrated our electronic invoicing to go through Stripe.
What does this mean for you?

For the next invoice you receive from us, you will need to click on the invoice and add your payment information. This is required to comply with the PCI Data Security Standard. You will only need to do this once, and then invoicing will happen as it normally does for you.
Please let us know if you have any questions. Stay tuned for some very exciting new additions to the portal as we move into the new year, including 2025 tax season organizers!
Warmly,

Brian Pry, CPA

Year-End Planning

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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!

Filed Under: Tax

Final Countdown: Tax Deadlines and Year-End Planning

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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 not be reflected, reach out with requests for preferred days/times to coordinate if necessary.

Some helpful tips prior to meeting:

  1. have your financials in order
  2. prepare a list of questions or updates
  3. if helpful, send these details in advance

Thank you! And as always, reach out with any questions!

Filed Under: Tax