When I started this business way back in 1977, after spending six years in part-time tax work while working as a Controller for a major real estate company,  I thought I could work for three months a year and either goof off or spend part of the rest of the time as a small business consultant. Wow! I was mistaken.  I think it is because I typically think outside of the box and actually think your “fair share” of taxes is the least amount  you are legally obligated to pay.  After all, that is exactly what Warren Buffett and Bill Gates do despite their public utterances and protest about rich people paying too little in taxes.

In all these years, I have been occupied with taxes all year-round and never seem to get completely caught up.  Although, now that I’ve turned over the management of this company to my smart daughter, Sabra, and the company mother, Linda, I must admit I have time for more things and am loving taking a step back and figuring out how we can better serve each of you.  I am now reviewing our clients one by one and trying to figure out when can be done to reduce your taxes and make it easier for you to maintain your necessary records.  To that end, I am working on some exciting things and will share them with you as they become more concrete.

In the meantime…….., this is an open invitation to all of our TaxMasters’ clients and friends, no matter who actually prepared your tax return, to This e-mail address is being protected from spambots. You need JavaScript enabled to view it if you think there is anything at all you wish to discuss.  Small business clients, professionals, employees, new entrants into the work force….all of you.   This e-mail address is being protected from spambots. You need JavaScript enabled to view it with your questions, concerns, bright ideas or "what ifs" and we will respond.  There will be no charge, period, for exploring what can be done for you.

For example…..if you are self-employed and paying for your own health insurance, I can probably save you at least 40% of the amount you are paying for out-of-pocket medical costs, including Medicare and prescriptions.  No, no, no…..I’m not selling anything but tax planning, and you will save those costs really quickly.

Another example……if you are self-employed and you have children 10 years old or older, we can probably do some amazing tax planning for you that will make you wonder why no one approached you before about it.  Again, no….I’m not selling anything but tax planning.

So…..no matter if Sabra, Dotti or I prepare your taxes….or you are a friend of TaxMasters and have another preparer, let me know if there is something you think that maybe we can do for you.  After all, we will soon have nothing to do until February…….(not!)

I look forward to hearing from you.

Jerry Slade