March Newsletter: Tax Season Edition

March Newsletter: Tax Season Edition

Your March Tax Season Update: Extensions, Forms & Tips Tax season is in full swing! Here’s what you need to know as we head into the last four weeks before the April 15 tax deadline: How to upload additional documents quickly and securely On March 20, we start...
February Newsletter: Tax Season Edition

February Newsletter: Tax Season Edition

New Drop-off Day and NetClient Portal Updates Welcome to another Tax Season issue of Beyond the Numbers. We’re pleased to announce an upcoming Document Drop-off Day event this year for those of you submitting paper documents to us. If you’re using our NetClient...
January Newsletter: Tax Season Edition

January Newsletter: Tax Season Edition

For 2025 tax return filing, we’ve put together key information to help make the process smooth, secure, and as stress-free as possible for you. Below find what to expect, what we need from you, and helpful resources to keep things moving efficiently. Step 1: Get...
2025–2026 Tax Law Update: An Event Recap

2025–2026 Tax Law Update: An Event Recap

Written by Heidi Johnson Bixby, CFP®, and Ralph Doggett, CFP®, EA. At our recent 2025–2026 Tax Law Update event, we unpacked one of the most wide-ranging sets of tax changes in years: the H.R. 1 law, also known as the ‘One Big Beautiful Bill’ Act, enacted on July 4,...