SafeSend is now our tax platform, with Groundhog Day deadlines and new leaders ready to help.
View in browser
Website
Email
LinkedIn
YouTube
Facebook
Instagram
X
BSCO_NewLogo_without contact info


In the Know with BSCO: Keep up with the latest updates from Brinker Simpson & Company through our monthly e-newsletter. Discover industry insights, company news, and upcoming events. Check out our blog here, and click here for the newest firm-wide updates.

As you prepare for this filing season, this January edition highlights our move to SafeSend, key early-year deadlines, practical ways to strengthen your finances, and a quick introduction to new Brinker Simpson team members who are ready to support you.

Reminder: SafeSend Now Replaces TaxCaddy for 2025

Reminder: SafeSend Now Replaces TaxCaddy for 2025

Avoid delays with your 2025 return by sending documents to the right place. Learn what’s changing, what not to do with TaxCaddy, and how to get started in SafeSend.


View SafeSend Instructions

Pass Through Entities: Key 2025 Filing Deadlines and Updates

Pass Through Entities: Key Filing Deadlines and Updates

Partnership, LLC, or S corp? Don’t miss critical 2025 due dates and recent law changes that could affect owners’ tax bills. Get a checklist of what to file and when.


Review My 2025 Deadlines

Groundhog Day Tax Deadline: What Your Business Must File

Groundhog Day Deadline: What Your Business Must File

This year’s W‑2 and 1099 deadline falls on Groundhog Day. Confirm which forms your business must send, who needs to receive them, and how to avoid penalties.


Confirm My Required Forms

Four Ways to Read and Strengthen Your Balance Sheet

Four Ways to Read and Strengthen Your Balance Sheet

Lenders and buyers judge your business by its balance sheet. Learn four key metrics they look at and practical steps you can take now to improve the story it tells.


Check My Balance Sheet Health

Before You Buy: Red Flags in an M&A Target’s Financials

Before You Buy: Red Flags in an M&A Target’s Financials

Thinking about acquiring a business in 2026? Discover financial warning signs that can signal trouble and the questions to ask before you sign a letter of intent.


See the Due Diligence Checklist

Meet Michael Senatore, CPA: Strengthening Our Audit and Assurance Team

Meet Michael Senatore, CPA:

Strengthening Our Audit and Assurance Team

Get to know Michael and how his 13+ years of audit experience help clients gain clearer, more reliable financial reporting. Hear how he approaches planning, risk, and communication.

 

Watch Michael’s Introduction

Employee Spotlight: Celebrating Our People

At Brinker Simpson, our people are at the heart of everything we do. Each month, we highlight team members whose dedication, expertise, and teamwork reflect our core principle:

Work Hard. Have Fun. Help Others.

Spotlight on Ariana Solomon: Tax Support You Can Count On

Spotlight on Ariana Solomon:

Tax Support You Can Count On

Ariana is one of the people behind your accurate, timely tax returns. Learn how her research skills, attention to detail, and team‑first mindset support our clients all year long.

 

Watch Ariana’s Spotlight

Spotlight on Ryan Bozarth: Keeping Client Accounting on Track

Spotlight on Ryan Bozarth:

Keeping Client Accounting on Track

Ryan helps businesses stay on top of daily accounting and maintain decision‑ready financials. See how his CAS work frees owners to focus on growth, not bookkeeping.

 

Watch Ryan’s Spotlight

 Brinker Simpson & Company, LLC

1400 N Providence Rd, 

Rosetree Building 2, Suite 2000E

Media, Pennsylvania 19063

610-544-5900

 

Unsubscribe

 

Manage Preferences

This e-newsletter is intended for general informational purposes only and does not constitute legal, tax, accounting, investment, or professional advice. It should not replace consultation with qualified professionals. Always seek advice from experts before making any decisions. The tax information provided is not meant to be used to avoid penalties. We do not guarantee the accuracy or completeness of this information and disclaim all warranties, express or implied.