Financial & Tax Updates

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!

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.

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 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!

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 the requested due date to allow time for processing.

Please let us know if you have ANY questions. We are also working through the new tax legislation (Big Beautiful Bill) and will have more details to provide soon. A quick summary is that most TCJA rules were extended or made permanent (good), R&D expensing has been restored (also good), and bonus depreciation is back (great) while some energy related credits are going away (30% federal Solar Tax Credit for example is now ending after 12/31/2025). More to come shortly, stay tuned.