Diane Gardner is the owner of Adept Business Services. She has been with Profit First Professionals since 2005, with elite certification as a certified tax coach. She also owned B-G and Associates from 1981 to 1992. With her extensive knowledge from nearly 30 years of providing tax planning consultation and bookkeeping services, she co-authored the bestselling books Stand Apart and Why Didn't My CPA Tell Me That?, created the nationwide Get Off the Wheel practice management solution for accountants, and leads the Business Breakthrough Mastermind Group in her hometown of Rathdrum, Idaho.

In this episode, we talked about business income, tax planning, budget preparation...