THANK YOU for your trust

I'm taking the time to write this blog post because I have to say this:

THANK YOU for your trust.

It's a significant decision to entrust your financial life to another, especially in a time of such uncertainty. We understand this, which is why we strive to be more than just a service that fills out forms. Our commitment to you goes beyond the transactional, and we are grateful for your trust in us.

That's why I make it a point to send you these notes every week, sometimes more (even when we are slammed with work), and why our team is dedicated to staying up-to-date on the latest tax code updates and regulatory changes that come like clockwork every year. Your security is our priority.

But dare I say this? The future is bright. We WILL get through this election season and cultural disruption, and we will do it together. However, the future of office buildings is still shaky, and mortgage interest is a moving target.

Once again, I want to express my sincere gratitude for your trust. We don't take it lightly, and we are committed to continuing to earn it.

We also regularly saw investors' remarkable lives of generosity, love, and integrity reflected in their financial statements. For others, this was displayed in the warmth, kindness, and delight you communicated with us during this process.

This is clear: No matter the state of your financial life, nobody (not the IRS, not the governor, not the CDC, 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 you this extended tax "season,"... and we look forward to years of blog posts to come.

Lastly, and as I mentioned above, we're not letting up. We're committing the "offseason" to continuing our education in this year's challenges and serving you and your family well beyond these blog posts.

But wait until August—we need a breather!

We are heading to the summer convening of our Tax Strategy Mastermind group, at the Funspot of the Midwest, Detroit, Michigan. We'll return with some new capital gains tax strategies, some of which we will share in future blog posts.

With a grateful heart,

BE THE ROAR not the echo®

Warmly, Janet, The Tax Wizard