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We Did It!!!

4/16/2025

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And that’s it … we made it!

And even though we are now on the other end of tax season, I hope you’ll forgive this writing for being a little shorter than usual. We need the energy recoup time … and to that end, also know we will be working limited hours through the rest of the month before jumping in full again come May.

So, first, thank you for those concessions. But beyond that and much bigger, also thank you for your trust and confidence during tax season. We aimed to make this year more seamless and painless for our clients and we hope you felt that.

If you did, please, let us know. Being told what worked well can help us ensure we continue implementing such strategies into the future. And if things did not work for you, please also let us know that and we can hopefully make next year even better. For that trust and confidence can go both ways, and when it does, we can make things better for everyone.

But for now … rest.

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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