The days are getting shorter and the temperatures are getting colder. My garden is dying. Hummingbirds are migrating south. Kids are back in school. I already saw my first autumn red leaf that has fallen and football season is starting! Summer is disappearing and fall is peaking through.
I spent a lot of this summer relaxing. I love to read, while soaking in nature. I also played in my perennial garden and realized I need to reduce the number of plants. It is becoming overwhelming. In addition, I am feeling a little overwhelmed at work. We have a few clients that struggle to pull their tax documents together. So here we are finishing up late tax returns. I think with the season changing it is time to take action again.
I want to look to the future not the past. We want the businesses we serve to always improve their financial success, now and going forward. To enhance our services in this area, we were very fortunate to add a new team member this summer, Paige Stauber. She graduated from UWGB and will be taking the CPA exam in the next few months. She will be working with businesses to get good numbers and with Ricardo to manage their taxes. My goal is to help owners utilize their financials to make decisions and minimize their tax liabilities.
We are now doing tax planning. Great time to take action and close this calendar year with a bang!
Mary Guldan-Lindstrom, CPA
