Kristin Keats

COVID-19: An Open Letter to Our Advisors

COVID-19: An Open Letter to Our Advisors

To our amazing advisors,

It’s hard to begin to describe what has been going through my head these past days and weeks as Covid-19 has moved into the forefront of the entire world’s consciousness. I wanted to share a few thoughts from our founding partners as each of us navigate through this unprecedented time. I am going to avoid the standard advice (wash your hands, don’t touch your face, maintain social distancing) and instead talk about how we can help take care of ourselves, our clients, and our community.

Why I Don't Do Tax Returns

Why I Don't Do Tax Returns

I had my first tax season in 1994. That means I had about 25 tax seasons under my belt when we started Breakaway (give or take a couple years when I was in industry). For the most part, I actually enjoyed tax work. I got a chance to interact with my clients in a way that they valued (as long as I was giving them good news and ways to save money). I got to feel a sense of accomplishment when I could deliver a finished product on time to a client.