“Now ​is ​the ​perfect ​time ​to ​take ​back ​control ​of ​your ​tax ​situation, because ​the ​sooner ​that ​you ​start ​learning ​about ​money, ​wealth ​and ​tax ​building ​strategies, ​the ​better ​off you'll ​be. ​Your ​financial ​future ​is ​going ​to thank ​you ​so ​much. So ​much.” - Sonia Castelan

In this week's episode, Carla sits down with Sonia Castelan, a first-generation Latinx tax professional and founder of Castellan Tax Services. Together, they tackle the often-daunting topic of tax savings, debunking common myths and sharing actionable strategies to help entrepreneurs keep more money in their pockets, legally! From proactive tax planning to the importance of clean bookkeeping, this episode is packed with valuable insights to improve your financial standing and ensure you are not leaving money on the table. 

If you’re a business owner looking to maximize your profits and minimize your tax bill, tune in now.

Financial Clarity Key Points:

• The Importance of Profitability in Tax Planning
• Categorizing Expenses  and Avoiding Audits
• Proactive Tax Management Throughout the Year
• Making Smart Financial Moves Without Straining Cash Flow
• Resources for Ongoing Support and Consultation

Tax savings aren’t about spending more. We’ll help you invest strategically, protect cash flow, and pay only your fair share. Visit WealthWorthWithin.com to learn more on how to uplevel your books. 

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Connect With Sonia:

Website | Instagram | LinkedIn