Celebrate the Wins, Beat the Backlog, and Elevate Your Wealth—Literally

Table of Contents

• 💬 Office Hours – Ask Us Anything!

• We Survived April 15th!

• Beat the Clock: Help Us Help You This Quarter

• K-1 Workshop – Still Available!

• 🌟 Client Corner: Shoutout to Jorge Abreu!

• 🔮 Stay Tuned

💬 Office Hours – Ask Us Anything!

🗓 Friday, April 25th | ⏰ 10:00 AM | 📍 Zoom

It's our monthly Q&A free-for-all. Bring your burning tax questions, confusion about K-1s, or curiosity about anything else. Fresh off our K-1 series, we're ready to dig into:

• Identity theft concerns (been there, survived that)

• K-1 cleanup tips

• Or just general "how does this tax thing work again?" stuff

👉 Sign up here for Office Hours

We Survived April 15th!

As is tradition around here, we took April 16th off to recover—both emotionally and spiritually (and maybe physically for those who hit the coffee a little too hard). Now that we’re rested and at least somewhat recharged, it’s time to roll up our sleeves and tackle Q2.

This quarter is absolutely critical to the success of our tax filing season. Why? Because if things start slipping into August through October, we enter what I lovingly refer to as "The Danger Zone"—cue Kenny Loggins and brace for burnout.

Beat the Clock: Help Us Help You This Quarter

We don’t cram all our work into Feb and April. We also cant wait until August to do everything. Instead, we spread projects across the year to keep our team sane and unburnt—and to ensure you always get our A-game, not our “running on fumes” version.

That said, from now through late July, we hit a unique lull. Not because we’re kicking back, but because many clients (and us) are juggling summer vacations, graduations, Mother’s Day, Father’s Day, the Fourth of July… you name it. Life’s busy—but tax season isn’t over, and we still need to keep momentum going.

That’s where you come in.
Andre Houston, our Client Service Manager , will be reaching out to clients with Q2 deliverables. If you hear from him, it’s because we need your documents—not because we enjoy interrupting your summer fun.

Getting your work in now means:

• A better-quality return, crafted with the attention it deserves

• More opportunity for tax-saving insights and planning

• Less scrambling, less stress, and more win-wins all around

Let’s make the most of this window—before things get crazy again.

K-1 Workshop – Still Available!

If you missed our workshop on all things K-1 (the form, not the martial arts tournament), no worries—we’ve got you covered. The full replay includes write-ups on:

• Handling state K-1s

• What to do when an investment nosedives

• How to decipher the key info buried in those forms

Check it out here: Stop Guessing at Your K-1

🌟 Client Corner: Shoutout to Jorge Abreu!

And speaking of awesome things—big congrats to our guy Jorge Abreu on the release of his new book, Elevate Your Wealth! We’re super proud of him.

This one’s a must-read for anyone looking to level up in multifamily investing. Jorge dives into his own journey and lays out the expert strategies behind building and scaling a successful real estate portfolio. We're talking:

• Deal sourcing

• Property management

• Business structuring

• Investment partnerships

• Personal branding

It’s everything you need to work toward financial freedom—with a side of “heck yes, I can do this.”

We’ve now got a few authors on our client roster (look at you all go!), and I even know of a few others working on future books. How incredibly awesome is that!?

📘 Check it out: Elevate Your Wealth

📰 In the News

I’ve been quoted in a few tax-related articles recently. If you want to see what I sound like when I’m pretending to be a serious adult, give them a read:

🔮 Stay Tuned

We’ve got some big summer plans for you.

We’ll be dropping tax planning tips to help you keep more of your hard-earned money, and giving you a peek into our Tax Planning Course, already live inside the P&C Collective for advisory clients.

And yes… we’re even doing an Accounting Seminar Series. Sounds dry, I know—but trust me, it won’t be. Tax planning starts with solid books, and honestly, this is one of the most overlooked parts of running a business. We’re going to talk about why that needs to change—and how better bookkeeping can seriously level up your tax game.