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:
- 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
- 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.
- 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.