The summer is my favorite time of year as a tax advisor, because it’s the best time to look forward and optimize for 2026 and future years!  I’m also happy to say that almost all of my clients have had a tax strategy meeting. 

Tax season is in full swing!  At the time this newsletter was written, I’ve filed between a third and half of my clients’ business and personal tax returns.  A handful of personal returns have been finished but not filed, for student loan reasons.  That may not sound like a large percentage, but a majority of the remaining returns are mostly complete.

Newsletter for February 2026!

Newsletter for January 2026!

Newsletter for December 2025!

Newsletter for November 2025

Newsletter for October 2025

Newsletter for September 2025!