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April 13th. "Your return is done. You owe quite a bit." If you've ever gotten that call, you know exactly what sinks in your chest. There are two jobs in taxes. Filing. And planning. Your CPA does the filing. Nobody tells you the planning even exists. Years at Deloitte taught me this: The best strategies run all year long. They're put in place before the call ever comes. Most clients find out when it's too late. Nine years of filing. Zero years of planning. That was Austin. One weekend on the phone. Moving money. Calling his business partner. (Paid it Monday. "Praise the Lord.") April doesn't have to feel like that. The playbook exists. It just never gets volunteered. Hope this helps! Share this with someone who could use it...