This time of year is busy. We are deep into the weeds of end-of-year tax planning for clients. Once you get to know a client’s situation, this process becomes easier, as many of the strategies become like muscle memory, adjusted for conditions. It’s kind of like adjusting your golf stance for the wind.
However, when a prospective client comes to us, we do a deep dive on their tax return for a few reasons: Every return tells a story and gives us a bit more insight into who they are and what’s important to them. Someone who gave last year to Planned Parenthood may come from a different background than someone who has made large donations to the NRA Foundation.
