Estate Planning Event, Fraud Alert and a Special Preview!
Essential Estate Planning Conversations for Families Who will keep the family home? Should you leave an inheritance or help loved ones while you’re here to see the impact? These are more than estate planning decisions — they’re family conversations. Join local...
Standard Mileage Rate Change, New Portal and Upcoming Events
2026 Standard Mileage Rate Change The IRS increased the standard business mileage rate for use of your personal vehicle for business effective July 1, 2026, so two different rates apply this year: January 1–June 30, 2026: 72.5 cents per mile July 1–December 31, 2026:...
Stay Alert. Stay Organized. Start Planning.
Tax Scams: Know the Red Flags Throughout the year, scammers may impersonate the IRS, financial institutions or tax professionals in an attempt to steal your money or personal information. Knowing what to watch for can help you recognize a scam before it becomes a...
Protect Your Identity and a New Client Portal is Coming
What to Know About IRS Identity Protection (IP) PINs Identity theft can delay your tax refund, create significant stress and require months to resolve. One of the easiest ways to help protect yourself is with an IRS Identity Protection PIN (IP PIN)—a unique six-digit...
Why Tax Planning Matters Now
A Little Preparation Now May Make a Big Difference Later The next tax season may feel far away, but the best time to plan is before the deadlines arrive. Meeting with your tax professional during the off season gives you time to understand your options, make informed...
More Than Tax Season: Estate & Trust Support, Events & More
Guidance When It Matters Most For many clients, our relationship begins with annual personal tax preparation. Did you know our team also specializes in estate and trust tax preparation and planning? We have expertise in helping individuals, couples and families...
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
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...

























