Broker Check

Thank you for another great tax season!

April 21, 2022
Share |

Hello All,

This year was a record tax season!

Each year, on the last day of tax season we go out as a group and celebrate all of the hard work, tenacity, long hours, client appointments, phone lines that never stop ringing, communication with the IRS, emails pouring in, last minute changes from the arrival of late K1's, amended returns, lots of snail mail, extensions being filed and what appears to be endless stacks of paperwork. We were very grateful that Beth and Shari joined in to help with tax season again. Maybe at this point it is in their blood? I am blessed to have such an excellent, reliable, committed and dedicated staff.

Most of all, I would like to thank each of you for being our loyal clients. Some of you have been with me for 35 years and I have had the pleasure of watching your children grow up and become clients as well. No matter how long you have been with us, I want you to know that you are appreciated. 

Best,

Charles