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.
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
Today marks the last day of a Fast February in a VERY quick moving year. (I think it really is true … the days go slow, but the years fast.) We have even had a Groundhog day for the capital markets. They are right back where they started the year after stumbling and bumbling out of the gate. But hey, lets not step any further on next weeks February review video, however we can look forward to March!
A Big event(S) March
The biggest event by far this March is the welcoming of the newest Capone which is due in about two weeks. Not to worry we will keep you posted on Donald “The Brains” sleep (or lack of) and maybe even show a picture or two.
From Mid March to April 15 is happily our busiest time of the year. We work with tax stuff, end of quarter, and a Newsletter all at the same time. I will be out for spring break (just before the rush), lightly tethered, but ready and able, just in case our newest Capone comes early.
One of my personal favorite days of the year occurs next week as well. The recovery of our evening sun, AKA time change … YAA!
Ahhhh, but that is all next week, and next month for that matter. Today is a Friday, with a farewell to a fast February, don’t forget to spend time with those special in your life …. it goes fast !
Happy Friday and Happy Weekend!
John A. Kvale CFA, CFP
8222 Douglas Ave # 590
Dallas, TX 75225