Whoosh, Tax Day has come and gone.

It’s the day we’ve all been waiting for with bated breath.  Who doesn’t love sorting through mountains of paperwork and receipts and trying to understand the IRS TAX CODE?

We understand that tax season can be an absolute joy to deal with.  So, The Tannery team wanted to take a moment to express our appreciation for your undying patience and understanding during this incredibly stressful and time-consuming period.  Thank you so much for entrusting us with your tax-related needs.

Our office will be closed on Friday, April 21, to let all of us regroup, recharge and get some sunshine.  I have acquired a fluorescent light tan that might scare the small children at the beach or cause pilots flying overhead to report massive reflectivity.

With Tax Day behind us, it’s time to focus on the next steps.  Whether you’re still eagerly awaiting your refund or you want to start preparing for next year’s tax season (woohoo!), here’s where you start:

1. If you’re still waiting for your tax refund, the IRS has a fantastic tool that can help you track the status of your return.  It’s called “Where’s My Refund?” That is the IRS keeping it simple.

2. Did this tax season stress you?  Ask yourself why?  Could it be because you’re unorganized?  Today is a great day to begin thinking about how to get organized and avoid being stressed next year.  We have ways to make this simple; ask us.

3. Suppose you received a massive refund this year or had worked with us to minimize what the IRS got paid (because most of our clients did).  Congratulations!

Take some time and plan out where that money will go.  The possibilities are endless! 

Tax season can be a pain, but it doesn’t have to be.  Start planning for next year’s taxes by contacting us, and we can create a year-round tax plan that will make you laugh or cry and pay fewer taxes.

Once again, we appreciate your absolute enthusiasm and trust during this tax season.

Now where is my sunblock?

Call us at 214-239-4700 or click to set up a ZOOM MEETING

Michael Tannery CPA CDFA® AIF® ● CEO
Registered Principal | Tannery & Company

 Be A Financial Olympian™

 The opinions expressed in this material are for general informational purposes only and are not a substitute for professional advice.  Individual circumstances do vary. Independent Financial Group (IFG) does not give tax advice. IFG Registered Representatives (RR) do not give tax advice while acting as a RR. These matters should be discussed with your tax professional.

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