Tax

Season

25 FAQ

We know tax season is stressful.

But it doesn't have to be. Let's make Tax Season 2025 the best ever. We'll start with this FAQ. It's for you as a resource and a reminder - there's much to do, much to remember, and no one can possibly do all that without a little bit of help.

We know tax season is stressful.

But it doesn't have to be. Let's make Tax Season 2025 the best ever. We'll start with this FAQ. It's for you as a resource and a reminder - there's much to do, much to remember, and no one can possibly do all that without a little bit of help.

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Tax season 2025 FAQ

We’re just as excited about the 2025 Tax Season as you are.

Besides doing some tax planning and projections, a look-back and reset or two, and even some late filings, we’re spending time behind the scenes to make this coming tax season as smooth and easy as possible.

We know taxes can be scary, confusing, and frustrating. We also know many people just don’t want to deal with them anymore. Whether you’ve stumbled across this page or you’ve been sent here, we look forward to getting you the support you need.

If your question isn’t answered to the right or by scrolling down to a deeper dive, we encourage you to send your question our way sooner rather than later. The sooner we know what you need, the sooner we can provide a solution.

When does tax season kickoff?

We’ll start building Information Gathering Workspaces in Moxo as early as December 16th, 2024 for Entities and as early as January 6th, 2025 for Individuals.

We expect to have all Entity Information Gathering Workspaces for recurring clients and clients who onboard before November 30th released by January 24th, 2025 and February 21, 2025 for Indiviudals.

The IRS will open for filing sometime in January. We don’t know that date yet, and we likely won’t know until about three weeks before the date. We’ll come back here and update when we have more information.

Your tax return always starts with your Information Gathering Workspace in Moxo. This is where we’ll provide you with your engagement letter, keep you up to date on timelines and needs based on your tax return, and request the information we need to prepare your tax return.

What do you need to get started on my tax return?

The specifics to that question depends on you and your tax situtation. We’ll create an Information Gathering Workspace in our portal, Moxo, to customize the information we need from you.

That Workspace will include:

  • Engagement Letter Signature Request;
  • Initial Payment Invoice;
  • Questionnaire(s) relevant to your personal situation;
  • A list of documents or other information we need from you to complete your tax return;
  • Moxo Requests and Tasks that will need to be addressed to get started on your tax return preparartion.
When do you need my information by?

Tax seaon 2025 will have some really strict timelines. the basics of this are:

  • Pass-through entities (Partnership & S-Corporations) will need to provide complete information no later than February 14th, 2025 to receive an extension calculation before the March 17th, 2025 due date or by March 7th, 2025 to receive an extension calculation by April 15th, 2025. There will be no exceptions to this for the 2025 filing season.
  • Individuals will need to provide complete initial information by March 21st, 2025 to receive an extension calculation by April 15th, 2025. There will be no exceptions to this for the 2025 filing season.

There’s more to come about this very soon as we build out more tax season communications.

I don't want to extend. How do I avoid that?

The best way to avoid an extension is to provide complete information as soon as possible. A few tips to reach that goal:

  • Read the emails you receive;
  • Add Megan’s email address and the Moxo Notification email address to your Important or Pirority Inbox to ensure all updates, reuqests, and other information comes to you directly (yes, we’ll provide you with specifics on that in your email);
  • Upload the information you have as you receive it. Especially during filing season, Megan review information in Moxo on a daily basis. Anything you upload that isn’t what we need, Megan will leave a comment on and re-open the request. It’s okay to provide information as you receive it;
  • Don’t wait until the last week possible to provide information. Historically, we receive over 75%+ of initial information in the last three days before the information is due. Each tax return we prepare takes between four and over 24+ hours to prepare, analyze, print, and deliver.

We extend tax returns to ensure we are filing a complete and accurate tax return. As professional tax preparers, we have a more extensive and specific requirement to gatehr complete inforamtion.

How quickly can I get my tax return?

The answer to that is a resounding, “it depends.” Megan will pick up, open up, work on, and complete your tax return as soon as possible. That process starts when you provide all of your initial information, and will re-start after you’ve provided additional information.

What comes with my engagement package?

Your engagement package will be delivered through a series of emails and notifications:

  1. An email directly from me telling you your engagement letter and Information Gathering Workspace are is on the way. Usually, this comes within a couple of hours of that Information Gathering Workspace.
  2. A notification regarding your Information Gathering Workspace in Moxo
  3. Three days later, you’ll begin recieving a series of automated emails reminding you of that Information Gathering Workspace as well as important due dates you’ll need to meet.
    Where can I find my Organizer? What about Questionnaires? And what's the difference?

    Your Information Gathering WorkFlow in Moxo will include certain questionnaires we need you to complete. If you or your spouse own a business, the business owner will need to be the one to complete the related questionnaire.

    Most of these are standardized. However, some of these questionnaires may be partially or even completely customized to you and your tax situation.

    In the past, we’ve been like other preparers and called these, “Organizers.” With the 2024 tax season, we started calling these, “Questionnaires,” to better reflect both how they show up for you and what they’re doing.

    Can I just send you my information over email?

    Email is a great tool to reach out, ask a question, or otherwise start a conversation. That moment when you know you need help but you’re not sure? Email is a great place to just send a few words my way and move the needle forward.

    As wonderful as email is, it’s not secure, and should not be used for transmitting anything with something you’d want handled with discretion.

    We use Moxo, a conversation based portal, to tranfser and share information securely.

    Our email automatically removes attachments at the server for your and every other client’s protection. If you receive a notice, you’ll need to upload it to Moxo, preferrably as a PDF. Please remember to upload all pages of a notice you receive. 

    Tax season 2025 FAQ

    We’re just as excited about the 2025 Tax Season as you are.

    Besides doing some tax planning and projections, a look-back and reset or two, and even some late filings, we’re spending time behind the scenes to make this coming tax season as smooth and easy as possible.

    We know taxes can be scary, confusing, and frustrating. We also know many people just don’t want to deal with them anymore. Whether you’ve stumbled across this page or you’ve been sent here, we look forward to getting you the support you need.

    If your question isn’t answered to the right or by scrolling down to a deeper dive, we encourage you to send your question our way sooner rather than later. The sooner we know what you need, the sooner we can provide a solution.

    When does tax season kickoff?

    We’ll start building Information Gathering Workspaces in Moxo as early as December 16th, 2024 for Entities and as early as January 6th, 2025 for Individuals.

    We expect to have all Entity Information Gathering Workspaces for recurring clients and clients who onboard before November 30th released by January 24th, 2025 and February 21, 2025 for Indiviudals.

    The IRS will open for filing sometime in January. We don’t know that date yet, and we likely won’t know until about three weeks before the date. We’ll come back here and update when we have more information.

    Your tax return always starts with your Information Gathering Workspace in Moxo. This is where we’ll provide you with your engagement letter, keep you up to date on timelines and needs based on your tax return, and request the information we need to prepare your tax return.

    What do you need to get started on my tax return?

    The specifics to that question depends on you and your tax situtation. We’ll create an Information Gathering Workspace in our portal, Moxo, to customize the information we need from you.

    That Workspace will include:

    • Engagement Letter Signature Request;
    • Initial Payment Invoice;
    • Questionnaire(s) relevant to your personal situation;
    • A list of documents or other information we need from you to complete your tax return;
    • Moxo Requests and Tasks that will need to be addressed to get started on your tax return preparartion.
    When do you need my information by?

    Tax seaon 2025 will have some really strict timelines. the basics of this are:

    • Pass-through entities (Partnership & S-Corporations) will need to provide complete information no later than February 14th, 2025 to receive an extension calculation before the March 17th, 2025 due date or by March 7th, 2025 to receive an extension calculation by April 15th, 2025. There will be no exceptions to this for the 2025 filing season.
    • Individuals will need to provide complete initial information by March 21st, 2025 to receive an extension calculation by April 15th, 2025. There will be no exceptions to this for the 2025 filing season.

    There’s more to come about this very soon as we build out more tax season communications.

    I don't want to extend. How do I avoid that?

    The best way to avoid an extension is to provide complete information as soon as possible. A few tips to reach that goal:

    • Read the emails you receive;
    • Add Megan’s email address and the Moxo Notification email address to your Important or Pirority Inbox to ensure all updates, reuqests, and other information comes to you directly (yes, we’ll provide you with specifics on that in your email);
    • Upload the information you have as you receive it. Especially during filing season, Megan review information in Moxo on a daily basis. Anything you upload that isn’t what we need, Megan will leave a comment on and re-open the request. It’s okay to provide information as you receive it;
    • Don’t wait until the last week possible to provide information. Historically, we receive over 75%+ of initial information in the last three days before the information is due. Each tax return we prepare takes between four and over 24+ hours to prepare, analyze, print, and deliver.

    We extend tax returns to ensure we are filing a complete and accurate tax return. As professional tax preparers, we have a more extensive and specific requirement to gatehr complete inforamtion.

    How quickly can I get my tax return?

    The answer to that is a resounding, “it depends.” Megan will pick up, open up, work on, and complete your tax return as soon as possible. That process starts when you provide all of your initial information, and will re-start after you’ve provided additional information.

    What comes with my engagement package?

    Your engagement package will be delivered through a series of emails and notifications:

    1. An email directly from me telling you your engagement letter and Information Gathering Workspace are is on the way. Usually, this comes within a couple of hours of that Information Gathering Workspace.
    2. A notification regarding your Information Gathering Workspace in Moxo
    3. Three days later, you’ll begin recieving a series of automated emails reminding you of that Information Gathering Workspace as well as important due dates you’ll need to meet.
      Where can I find my Organizer? What about Questionnaires? And what's the difference?

      Your Information Gathering WorkFlow in Moxo will include certain questionnaires we need you to complete. If you or your spouse own a business, the business owner will need to be the one to complete the related questionnaire.

      Most of these are standardized. However, some of these questionnaires may be partially or even completely customized to you and your tax situation.

      In the past, we’ve been like other preparers and called these, “Organizers.” With the 2024 tax season, we started calling these, “Questionnaires,” to better reflect both how they show up for you and what they’re doing.

      Can I just send you my information over email?

      Email is a great tool to reach out, ask a question, or otherwise start a conversation. That moment when you know you need help but you’re not sure? Email is a great place to just send a few words my way and move the needle forward.

      As wonderful as email is, it’s not secure, and should not be used for transmitting anything with something you’d want handled with discretion.

      We use Moxo, a conversation based portal, to tranfser and share information securely.

      Our email automatically removes attachments at the server for your and every other client’s protection. If you receive a notice, you’ll need to upload it to Moxo, preferrably as a PDF. Please remember to upload all pages of a notice you receive.