2025 Tax Organizer Updates

Tax Season is almost here—and it's our favorite time of year! (Yes, we know that’s unusual, but someone has to love it.)

First up, the timing you care about most: when to expect your 2025 Tax Organizer. Because of the new 2025 tax legislation, coupled with the government shutdown, the IRS is still finalizing its tax forms. We’ve aligned our Tax Organizer release to ensure what we send you is accurate and up to date.

Here are our release dates:

End of December: Business Tax Organizers; 1099 Intake Packet (both via email)

Mid-January: Individual Tax Organizers

Most clients will receive their Individual Tax Organizer digitally, via email. If you’ve requested a paper copy, we’ll mail it to you within these same timeframes.

Introducing the New SafeSend One Client Portal

We’re excited to roll out an enhanced version of the secure system you already use to exchange tax documents with us—the SafeSend One Client Portal.

This upgraded portal offers one centralized, secure home for your tax documents and tax returns, action items, notifications, and account details—all accessible with a simple 6-digit PIN you create. Any SafeSend accounts associated with your email address will automatically appear within your portal, as well as any prior-year returns and tax documents delivered via SafeSend.

When your digital Tax Organizer arrives in mid-January, the message will include a link labeled “Access Client Portal.” Simply click to activate your SafeSend One Client Portal.

How to Prepare Before January

• Add Nichols & Company CPAs <noreply@safesendreturns.com> to your contacts so our emails don’t end up in your Spam folder.
• If you don’t see an email from us by mid-January, please check Spam/Junk just in case.
• For the smoothest operating experience, we recommend using Google Chrome.
• Take a moment to review the steps in this article, or watch a quick 4-minute video tutorial to learn how the SafeSend One Client Portal works.

What you’ll love about your SafeSend One Client Portal

• Access, view, and download all files received or uploaded securely in one place.
• Keep track of outstanding action items and due dates.
• Receive proactive reminders and notifications directly from the portal.
• Easily track and manage tax payment vouchers and the distribution of any K-1s.
• Access all business and personal accounts (if tied to the same email address) from one login.

Tax Season Survival Tips

(From People Who Actually Love Taxes)

To help make your tax season a little #LessTaxing, we’ll be sharing brief Tax Season Survival Tips over the coming weeks. 

They’ll be concise, practical, and delivered with just a hint of tax-season cheer.

If you have any questions along the way, we’re always here to help at 614-891-5423. We look forward to making your tax season more seamless — and a little #LessTaxing!

Time is Running Out to Check In Before Year-End!

Proactive steps before year-end can significantly reduce your tax liability.

If you're expecting shifts in income, weighing major purchases, evaluating your entity formation, or planning for retirement, touching base now can help keep your tax strategy aligned with your broader financial goals.

We’re grateful for the confidence you place in Nichols & Company CPAs. We work hard to earn our role as your trusted advisor.

To learn how we can help you, please contact us or visit our website.

Ampersand header image courtesy of John Weber