As the year winds down I think about how much has happened in the last year. My wife gave birth to our second child, Eleanor (Nora), another tax credit and a fun loving now 4 month old. My wife is in her last semester of Nurse Practitioner school. It has been a great year for my family and I hope it has been for you as well.
As we gear up for tax season, I would like to remind everyone to look at their financials and consider if it is the appropriate time to purchase new equipment or to look at donating to favorite charities. I am looking forward to meeting with each of you and going over your tax affairs. I am incredibly grateful to have a job that I love and the ability to help my clients on a financial level.