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Resolutions for Tax Season and Beyond in 2017


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"Most people give up just when they're about to achieve success." - Ross Perot

2016 is in the rearview mirror. The holidays are past (family, football, gifts and such gave my body AND my wallet a bit of a beating! Can you relate?). And now, we're facing a brand new year ... and we've all got some pesky resolutions to follow.

The following are MY resolutions for 2017 . . .

1) Provide my clients and their friends with THE standard in tax preparation and financial advice -- especially in light of all the uncertainty with the installment of a new presidential administration. There are MANY changes in store for us this year, and we're planning to be on top of all of them, on your behalf.

2) Make an effort to eat more natural foods -- especially the kind that taste good. Probably no explanation is necessary here. :)

3) Lead my team well -- with grace, excellence and compassion during our busiest times. The metaphorical bullets fly fast when we are handling hundreds of clients, and we have been looking ahead to this time for months now. But I'm under no illusions about the fact that my leadership and attitude will be one of the key factors for the success of our team.

What are YOUR resolutions? I'd love to hear about them. In fact, shoot me back an email and I'd love to know what you're resolving to do in 2017. 

And, if you'll forgive a bit of a self-serving plug -- it's a very good idea to contact us right away, and set a time to meet. (Email or call: (845) 242-2151) Sure, you don't have your paperwork ready yet -- but give yourself a deadline, and help us plan our workflow effectively at the same time. Poor planning is the "hidden tax" during this season.

This, of course, is why I'm in the business -- to help clients and friends make sure they're not getting nailed by these multiplicity of "hidden" taxes. This year  -- again, with so much futurecasting based in uncertainty -- the "Stupid Tax" is NOT working with a well-prepared professional. Don't pay that one, if you can help it.

Pat O'Hara
(845) 242-2151

Call Us Today For An Appointment 845-242-2151

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