Our primary work for this tax season has just about wrapped up.
But notice I said “primary”, there … you see, unlike some tax professionals, we make it a point to do a bit more than simply “fill out forms” on your behalf. I’ll tell you more about that in a moment.
It is no small matter to place your financial life in front of another, and I know that for some it can bring with it some anxiety or discomfort. That’s why we work so hard to be people that you can trust for even more than just a simple “filling out some forms” service.
It’s why I make it a point to post these notes every week (even when we are slammed with work), and it’s why we work so hard to stay up-to-date on all of the latest tax code updates and regulatory changes that come like clockwork, every year.
We take your trust seriously. THANK YOU for it, and for your business.
But this work also brings with it a certain joy — because this past season, we got to see remarkable lives of generosity, love and integrity laid out before us with regularity. For some, this was reflected by their financial statements — and for others, this was displayed by the warmth, kindness and delight by which you communicated with us during this process.
This much is clear: No matter the state of your financial life, nobody (not the IRS, not anyone) can take from you the strength derived from a life lived with gratitude and joy.
You’ve reminded us of that once again, this year. What a privilege it has been to serve Costa Mesa taxpayers this tax “season” … and we look forward to years of service to come.
Lastly, I hope you’ll forgive me for taking a break from writing you a Personal Strategy Note for this week … I’m not sure that if I did so, anything besides numbers and spreadsheets would come out. It’s amazing what 4 months of staring at government forms does to a brain!
But hey — this is what we signed up for. And we are extremely grateful for your trust, and for the chance you’ve given us to serve you in it, so you don’t have to suffer the same fate.
We will be in touch again soon. Hopefully, we’ll be able to taper off the newly-intense coffee addiction around here enough to write you clearly in the future![And, as I mentioned above … we’re not letting up! We’re committing the “offseason” to continue our education related to more ways to save you on your bottom line, and to serving you and your family in ways well beyond simple tax preparation. Ask us about how we can help you be better prepared for next year, and you may really like what we can do for your family’s bottom line!]
With affection, and until next week …