You know that feeling when you finally get your tax return back, and the number staring at you is way higher than you expected? That’s financial heartbreak. 💔
But it doesn’t have to be that way! In this episode, we’re talking about how to stay ready so you don't have to get ready.
What You’ll Learn:
🔹 Why tax surprises happen (and how to dodge them)
🔹 The real key to saving on taxes (hint: it’s not just deductions)
🔹 Simple ways to keep your finances organized year-round
🔹 How to work with your accountant, not just drop off paperwork
No more last-minute stress—let’s get you prepped and in control.
- (00:00) - This is Build to Enough
(01:08) - Understanding Financial Heartbreak(02:00) - Importance of Proactive Financial Planning(03:34) - Strategies for Avoiding Tax Surprises(04:47) - Role of Bookkeeping in Tax Planning(05:38) - Quarterly Estimates and Clear Communication(07:48) - Mid-Year and Year-End Tax Planning(09:02) - Practical Tips for Tax Preparation(11:04) - Staying Organized and Professional Help(12:25) - Review and Adjust Your Tax Strategy
Connect with Keila!LinkedIn - www.linkedin.com/in/keilahilltrawick
Website - www.krht.co
Twitter - x.com/littlefishcpa
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