We have finally arrived at the end of tax season, even if three months later than usual. This first requires some quick-hits style notes:
Beyond those, I also like to give a thank you note to my clients at the close of the season, and it may be more necessary now than ever before. Taxes are rarely a fun time for people (although it is fun to show people the way to an unexpected refund), but it is even less fun when they come with unexpected pain. This year, though, everything has come with new pains, and that also includes tax planning and filing.
So for those who did not get in early in the season and had to deal with the discomfort and inconvenience of virtual meetings and no set office hours, thank you for working around it. It is heartwarming to know that the work we do here was worth clearing those hurdles. Hopefully, the work we did will continue to prove worth it, and hopefully next year things will feel a little easier.
Until then, though, we continue to stand by your side no matter where the paths lead.
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To ensure we don't make the folks at the IRS ornery, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.