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Thank you ...

4/17/2019

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This is one of those times when you will have to forgive me for not putting a lot of words out there. It may still take another day or two to get the mind right after the end of tax season.

But let me start with two important words – thank you.

The end of tax season is always a bit heartening even through the exhaustion. To have clients that return to our organization year after year, especially in this world of increasing options, is uplifting. It allows us to feel the value of what we provide and to strengthen those bonds that we make with many of our clients, and dare I even say friends.

This is something that I feel every year, but it was augmented this year. The uncertainly of what one’s tax picture looked like was greater in the wake of the Tax Cuts and Jobs Act. For the most part, that uncertainty was quelled as many returns weren’t THAT different than previous years. And it’s always nice to give good news to people who worried that they may be receiving bad news.

Some clients, though, received that bad news. I’m sure you have heard some of these stories through other means, so I will not elaborate much here. Just with the rule changes we had, there were bound to be some people on the bad side of them, and some ended up way on the bad side.

And yes, it wasn’t nearly as nice to deliver news to these people, but to have the ability to walk them through what changed, how it affected that final number, and to start thinking about what we could do to lessen the hurt in the future was still heartening.

This is because beyond the numbers is the comfort of knowing you are being taken care of and that someone has your back. That is something that we pride ourselves on here.

But it is also something that we received from our clients. You are the ones who let us do what we do and the trust you place in us takes care of us. So yes, thank you.

Now for another nap …

Warmly,

Josh Bousquet
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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.

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