Lol! It’s not 40% so far. It’s a lot of new clients. Great catch there bc that means I will definitely have well over 500 this year. 

i do advise clients to with similar as you suggest. But that’s not the monopoly of thought when it comes to taxes. I don’t think ppl think of taxes as “savings” when they get the results. They only see refunds as a savings. However, my 1099 and business owners completely get it lol!