Beyond the Numbers
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...
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...
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...
Protect Yourself from Tax-Related Identity Theft in 2026
Tax season is a prime time for identity thieves to strike with more financial information being shared online than ever. Cybercriminals are constantly finding new...
Tax Filing Season: A Guide to Working with Us
Tax season is officially underway, so it’s the perfect time to gather your documents and prepare for a smooth filing process. Working with a tax preparation firm...
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...
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