Tax Hangover Subsiding … Speaker at Local University … Friday

We are pleased to announce this was one of our most victorious tax seasons ever.

  • Lost Deductions
  • Forgotten Deductions
  • Missed Deductions
  • Improper Basis Reporting
  • Forgotten Carryovers
  • Double Social Security Withholding
  • Last Minute Pre-Tax Retirement Contribution

Just to name a bunch that we were able to enable, catch and help… all totaled to one of the most tax savings seasons we have had.

If we did not get a final copy of your return, send it over for safe keeping and future review.

The stress of a few last minute hanging retirement account contributions did not go without notice, as a member of J.K. Financial, Inc. was stressed enough over last weekend to snap at a family gathering … hurting a few feelings…not mention of any names to protect the innocent of course…Cathy…oops.

Tax Hangover Subsiding

As a regular practice we attempt to get back to everyone the same day or at the latest within 24 hours. We slipped a bit as multiple time sensitive items were at the door as Monday, April 18th, 2016 went from current to past.

We are back on it now…thanks for your patience.

University of North Texas Speaking Event

Wednesday afternoon marked a wonderful 90 minute forum with four fellow advisors and a group of soon-to-be graduates from the University of North Texas. UNT

Giving back, seeing the upcoming generation, answering questions and interacting with the students was very rewarding.

While things can always be better for the future of our country, they are looking great …. judging from these latest interactions! Congrats to all !


Today is a Friday headed into a terrific weekend. Donald returned his boat and paddles as the water finally subsided from a very wet Texas we have all experienced this week….kidding, but if felt like it, mid week.

Have a great weekend and thanks for reading !

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.


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