Filing Your 2025 Income Tax Returns
Your 2025 Tax Organizer and tax engagement letter are now available on your Windward Portal. If these documents have been mailed to you in prior years, you should have already received them in the mail.
We encourage you to take a few minutes to carefully read through the cover letter included with your 2025 Tax Organizer, as it includes important information regarding the preparation of your tax return.
Please take a moment to complete these three steps:
Step 1: Sign and return your 2025 tax engagement letter
Your engagement letter is posted to your portal as ‘2025 Organizer – Action Required’.
If you would like to sign your engagement letter electronically through DocuSign, please email Caitlin Ryser at cryser@windwardfp.com.
We must receive a signed tax engagement letter to finalize your income tax return.
Step 2: Visit our new Tax Center with helpful resources for each step of the tax filing process.
Your 2025 tax questionnaire can be completed online through the Tax Center and submitted directly to us.
Instructions and guidance regarding how to securely deliver your tax documents to us.
Links and instructions on how to securely make electronic tax payments online.
Step 3: Complete the 10 Minute Tax Questionnaire that is included with your 2025 Tax Organizer or in the Tax Center.
The tax questionnaire includes pertinent tax-related yes or no questions necessary for preparing your tax return.
We must receive a completed questionnaire to finalize your income tax return.
Two important notes about the Tax Organizer you have received:
We do not expect you to complete your full 2025 Tax Organizer. We encourage you to utilize it in whichever way is most helpful to you.
To see the prior year’s information that has been pre-populated on your 2025 Tax Organizer, the PDF file must first be downloaded from your Windward Portal and saved to your computer. Once the file is downloaded and saved to your computer, you will be able to complete these forms electronically and input information directly onto the forms.
Please reach out to me with any questions regarding the preparation of your income tax returns.
Sincerely,
Brad Harrison, CPA
Tax Manager
913-601-3109
bharrison@windwardfp.com
