In this episode, Kimberly brings on her right-hand woman and senior tax accountant, Becca Aviles, for an honest, behind-the-scenes look at the messy tax returns, illegal strategies, and lack of client education they keep seeing from other firms. They unpack what should really come with your tax return (spoiler: depreciation schedules matter), why asking “why” is essential, and how The Tara CPA Firm is rewriting the rules. If you’ve ever felt confused, dismissed, or flat-out ignored by your CPA, this episode will help you feel seen—and empowered to expect better.

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Connect with Kimberly on Instagram: @kimberlytaracpa