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In this episode of FIN-LYT by EWA, Matt Blocki is joined by Tyler Bidwell, CPA and Director of Tax at EWA, to discuss key tax strategies as filing season approaches. They break down three essential tips to ensure a smooth tax process, avoid mistakes, and maximize savings.
The conversation covers proactive tax planning—why getting started in December is crucial for minimizing surprises. They highlight the importance of strong communication with your CPA to ensure tax decisions align with financial goals. Finally, they discuss why procrastination can lead to costly errors and unnecessary stress.
The episode also touches on common tax filing mistakes, strategies to avoid IRS scrutiny, and how business owners and individuals alike can optimize their tax filings.
Connect with EWA
https://ewa-llc.com/
https://www.instagram.com/ewa.llc/
https://www.linkedin.com/company/equilibrium-wealth-advisors/
https://www.facebook.com/EquilibriumWealthAdvisors/
View EWA Disclosures and Firm ADV:
https://adviserinfo.sec.gov/firm/summary/308977
By EWA LLC5
5151 ratings
In this episode of FIN-LYT by EWA, Matt Blocki is joined by Tyler Bidwell, CPA and Director of Tax at EWA, to discuss key tax strategies as filing season approaches. They break down three essential tips to ensure a smooth tax process, avoid mistakes, and maximize savings.
The conversation covers proactive tax planning—why getting started in December is crucial for minimizing surprises. They highlight the importance of strong communication with your CPA to ensure tax decisions align with financial goals. Finally, they discuss why procrastination can lead to costly errors and unnecessary stress.
The episode also touches on common tax filing mistakes, strategies to avoid IRS scrutiny, and how business owners and individuals alike can optimize their tax filings.
Connect with EWA
https://ewa-llc.com/
https://www.instagram.com/ewa.llc/
https://www.linkedin.com/company/equilibrium-wealth-advisors/
https://www.facebook.com/EquilibriumWealthAdvisors/
View EWA Disclosures and Firm ADV:
https://adviserinfo.sec.gov/firm/summary/308977

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