Tax Year 2025
Access your folder in the portal: https://www.encyro.com/my
Welcome to 2026!
The tax legislation in July included a number of changes that will impact almost everyone. The biggest hype has been the “no tax on tips”, "no tax on overtime”, "no tax on Social Security" and “no tax on car loan interest” These are deductions that will apply to some people with caps and income limits. There is a new senior deduction for people age 65. This deduction is limited by income and has nothing to do with Social Security income. Please look at the New Legislation and Tax Topics page to review the numerous tax changes for this year.
I am making some changes to my process for this tax season. This year, I am going to upload the Tax Organizer worksheets and Questions worksheets at the end of January. In the past, I have always waited until people requested the worksheets. This has, at times, created confusion and delays when people think that they are already in the client folder. If you do not want me to upload your Organizer worksheets to your folder, you must let me know before January 25, 2026.
There have been no significant changes to the portal for this year. We are able to sort by date, so it is clear which are the new docs. The portal does not have limited space and thus it is not necessary to delate your documents from previous years. Certainly, if you don’t want your personal information to remain in the portal, you can delete your previous year’s documents.
I remind you that the pdf copy of your return is your digital copy to retain for your records. I will still send you a paper copy. You want to save this pdf copy of the return on your computer so that you have it for future reference. If you need an additional digital copy of your return in the future, there will be a charge to provide it.
You can use the email feature within the portal to send messages or you can continue to email using regular email accounts. I receive a notification when you upload docs or send messages. If you have not heard from me in a couple of days, I suggest that you first check to see that you can see it in the portal then check with me. I have found that it is easy to miss the step of clicking “send” .
The quickest way to access your folder is to click the link: : https://www.encyro.com/my. It is also in my signature on all of my emails.. This will take you to the log-in page. If you set up your folder last year with a password, you do not need a new link to access the portal. Reminder: your email address is your username. If you want to use a difference email address, I can make that change for you. Your password from last year will continue to work. You can reset your password, if you wish, from the log-in page.
You can send your info by mail, drop off at my house or upload electronically. If you are mailing your documents, be sure to send copies and keep your originals. You do not want your original documents going through the mail. Please use the client folder in my portal when sending your documentation electronically. Do not attach your documents that contain private personal information to an email. The IRS requires that I send and receive sensitive information securely. Email attachments are not secure thus should not be used to send your sensitive personal information. Please do not attach documents to text messages. I will not open attachments. It is too risky for the safety of your personal information.
The IRS has become increasingly vigilant with procedures for security and requirements for documentation. Many of you are aware of the tremendous problem of identity theft. In addition there have been cases of criminals hacking into tax preparers’ computers and stealing sensitive information and filing fraudulent returns. The IRS is requiring even more password protection than ever. I also take this very seriously and have my computer and my software password protected. Mail theft has become an increased threat. I advise being very careful with what you send in the mail.
Your first step in this year’s tax prep will be to download and complete the Tax Organizer worksheet and the Questions worksheet. For people with dependents or Earned Income Credit, there is also the Due Diligence Questionnaire for the credits.
- Download each document
- Open on your computer/tablet, etc.
- Complete the document These are fillable forms. You can complete on your computer. You can print and hand write if you prefer.
- Save the doc: Please rename it so that I (and you ) can recognize that it is the completed doc
- Upload the new saved doc to your client folder in the portal
If you would rather have a hard copy of the organizer worksheets, just let me know. I am happy to mail you one.