From the first days of my tax practice I have had an open door policy to clients and employees. This worked well when I had fewer clients and demand by new clients was limited. After over three decades in business I am finally closing the door to take my life back. It was a long overdue change.
Winter seems like a lifetime away. A quick check of the calendar and a shiver will run down your spine as only a few months remain before the heating season begins in the northern latitudes and creeps south.
Saving money is my favorite passtime. What other hobby provides so many tax-free financial benefits?
If you are reading this at its regularly scheduled publication date, Mrs. Accountant, the girls and I are heading to or are enjoying the eclipse. Trevor McDonald contacted me a few months back asking to write a guest post. We worked together (he wrote, I edited and provided guidance and recommendations) until he had a solid piece you will enjoy reading.
I’ll let Trevor take the driver’s seat and explain.