A (relatively) simple tax review for year-end

A (relatively) simple tax review for year-end Pre-script: these are topics I discuss with year-round tax retainer clients during their year-end tax checkup. If you’re a tax retainer client reading this, expect an email to schedule your call in a few weeks. If...

How to fire bad clients

How to fire bad clients Last week’s email – ‘Why you should let bad clients go’ – totally jinxed me (here’s a link, in case you’re the sorta monster that doesn’t read every single one of these 😤). I hit send,...