As we enter the last weekend of 2023, I want to extend my gratitutde to the clients and friends (and funny how clients become friends...) that have been such a blessing on this adventure. I wanted to give an update to existing clients - this weekend I'll be working to send out engagement letters to 'business clients' (partnerships, S Corps, etc.) - you should be receiving an email or two over the weekend.
And - I'll be working to send out the 1040 "tax organizers" by hopefully early next week. I want to make this as easily accessible as I can to all - so for those who are more comfortable going online, I have a portal system that I'll be inviting you to if I haven't already. And for those more comfortable with traditional paper and regular mail - well, honestly I'm kind of a traditional type myself, but I want to do what I can to make this process as smooth and easy for you as I can.
Certainly if you're not a client and looking for tax assistance, don't hesitate to reach out! It's my goal to be personable and to the degree possible given the task at hand (taxes) - make the process um... at least sort of fun? Lofty goals I know.
As always, if you have any questions please don't hesitate to let me know. In the meantime, just know I'm wishing you the BEST in 2024!
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