Politics aside, I think we can all breathe just a little easier knowing that the federal government is no longer in shutdown mode.

And on top of that, this morning, as I write, the IRS has begun accepting filed tax returns. Which means, well … it’s about to get real.

Now, leaving aside the fact that the IRS will probably be dealing with the ramifications of the Trump shutdown for quite some time, we are all going to be busy around here at Team Legacy CPA.

Which is why I wrote last week about the importance of filing early. Not procrastinating. Not putting this thing off…

Getting after it. Now.

I have a favor to ask of you for the week ahead, in my note below, but before I get to it, a word:

I want you to play the tape forward: it’s the day before tax day, April 14th, and other Southern Oregon taxpayers around you are scrambling. My phone will be going wild of course, and my email inbox will overheat … but I’ll take pleasure knowing you’re enjoying the space that our services provide for you — sipping on something delicious and enjoying the turn of Spring.

How good will it feel to know you took care of business a month or two before? (Keep me in your thoughts when that time comes.)

This is why we’re here! To help you process tax season. Shutdown or not.

Every year, tax season brings us dozens of gifts in the form of great individuals like you. We get to use skills that we’re passionate about to help you handle something you … might not be passionate about.

And that’s exactly as it should be. We understand you have unique gifts and passions yourself, and need to be active in your community and business, doing things that drive you. That’s why we love what we do: we get to free you up to be your best self.

Often, our Southern Oregon clients acknowledge the mutual benefit that comes from such a relationship, and year after year that verbal affirmation keeps us going, so we encourage you to keep it coming. If we’ve helped you in the past, thank you for your generous feedback! It really means the world to us.

In addition, we can’t express enough how grateful we are for your trust in us. We don’t take that lightly.

Now, to help earn the trust of others as we grow our client base, we have one request of you…

Well, perhaps two.

If you have filed your taxes with us before, would you:

A) Write about how our team has helped you in the past? You can find us on Google, and we’d love to have your feedback!

https://goo.gl/maps/4deSS3zW7JU2

If you haven’t filed your taxes with us before…

Find us on that platform to read about client experiences in the past. The proof is in the internet-review-pudding. We’d love for you to be next in line.

https://goo.gl/maps/4deSS3zW7JU2

(And if for some reason you weren’t satisfied with our service, please write me back personally. I will do everything within my power to make it right, and will make it a priority, even this week.)

B) Would you forward this note to anyone you think would benefit from help with their taxes? Especially if it’s someone you think would prefer to file with a personable touch.

You can let him or her know we are willing to review their tax return to make sure that everything was done right for them. They can call us anytime at (541) 326-0993 and mention you referred them. We’re excited to hear from some of your friends and family!

So again…

Fast forward to a month or two from now, when you can relax, knowing that TODAY you took the steps toward financial responsibility for the good of you or your family, that you saved a bunch of money on your taxes, and (perhaps even better) that you didn’t have to deal with the dirty tax details. At the end of the day … that’s our job.

Lucky for you, we happen to love it. 🙂

With a grateful heart…

Warmly,

 

Brian Manthe

(541) 326-0993

Legacy CPA