2025 Tax Season Letter

Dear Valued Clients,

We are wrapping up yet another seamless tax season, and wish to express our gratitude and appreciation for placing your trust in our services.  We aim to provide valuable and most personable services to every client in our care.  

Tax season 2025 is on the horizon, which with careful planning, we can avert over assessment pitfalls and surprises.  Please contact us for a snapshot of your tax exposure before the year end.  We can provide a comprehensive analysis and customize strategies meeting your financial goals.

For our returning clients, you should now be able to access your Individual or Business Tax Organizer for the upcoming tax filing year 2024 in your SmartVault account. This is a more secured information sharing environment than emails.  The Organizer should be used as a guide for compiling your tax documents, then allow us to interpret them for you.  If you have changing events or transactions (birth, filing status, address, additions, dispositions, etc.), please complete applicable section(s), or drop a descriptive note with supporting documents into your vault.

Please plan to upload your tax documents as you receive them to ensure nothing is missed, which will also help us to expedite the preparation of your tax return as the deadline approaches.  We will send a completion confirmation request prior to finalizing your return.  The following is our standard compliance workflow chart for your reference:

• Tax Season Workflow Chart - Returning Client

We recommend that you file your taxes as soon as possible, but only when you have all your tax documents. If you need an extension, please contact our office at info@strategicpro.tax at least 15 days before the original filing due date of your return.  Extensions will not be filed automatically. 

When your return is filed electronically, you have the option of having your refund mailed to you or deposited directly into your bank account. It's faster and safer if you have your refund deposited directly to your bank account in as few as 10 days.  Please provide bank routing and account numbers for processing of your refund.

If you have any questions or concerns, please do not hesitate to contact our office.  We are pleased to have you as a client and look forward to serving you.

Sincerely,

Strategic Resource Professionals Team