Build to Enough

How to Avoid Financial "Heartbreak" During Tax Season


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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


    More About Little Fish Accounting

    Learn more about Little Fish’s suite of services at www.littlefishaccounting.com.


    Follow Little Fish Accounting at instagram.com/littlefishaccounting

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    Build to EnoughBy Little Fish Accounting

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