Leo Hans and John Kotar

Leo Hans started farming in 1959. Today, he produces 150 acres of grapes for the juice market. A long-time customer of Farm Credit’s tax services, Leo shared his experience with Financial Partner magazine:

“I always tell the story when John Kotar first prepared my taxes. He amended three years of returns and I got $7,800 back.

“Today, Farm Credit also takes care of my records. I talk with John over the summer about my business. Sometimes when I call, he is away at tax training. I know he is up on new tax legislation. He knows what farms can and cannot do — so I don’t have to worry about it.

“This year, John made his standard tax planning visit in early November.With up-to-date records he reviewed three tax-planning scenarios with me. I always have some leisure to decide what investments or prepays are right for my business. This year, I bought a new truck. I knew exactly how much it would impact my tax situation. That’s what I appreciate.”

 


   



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