Sunlight Tax

Sunlight Tax

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Sunlight Tax episodes

  • Real Talk: My Experience Using TaxSlayer

    Today, I'm sharing my personal experience using a commercial tax software, TaxSlayer, and highlighting some of the limitations and lack of transparency I observed. I'm also chatting about some of my frustrations and the unethical practices I saw while using the program.  

     

    Join me in this episode, to hear my tax filing experience and why I think it's so important to have a tax education. 

     

    Also mentioned in today's episode: 

     

    • Some of the mistakes I encountered with TaxSlayer 5:06

    • Unexpected fees and unethical practices 9:49

    • Why tax education is so important to reduce confusion 15:44



    If you enjoyed this episode, please rate, review and share it! 



    Links:

    IRS Direct File Program

    Register for my Money Bootcamp Open House

     

     



    Get full access to Taxes For Humans at sunlighttax.substack.com/subscribe
    24 min
  • Mindset for Personal Finance

    Today, I'm talking about the importance of a positive mindset and budgeting for financial well-being, including why you should prioritize having a personal finance education. 

     

    Join me in this episode to hear more about how you can prepare your finances by cutting your non-essential spending and making your savings a top priority. 

     

    Also mentioned in today's episode: 

     

    • Keeping track of what you spend 5:27

    • Prioritizing your financial savings first 7:40

    • When you should cut your spending 8:23



    If you enjoyed this episode, please rate, review and share it! 



    Links:

    Money Bootcamp link 

    Free class, Make Taxes Easier and Stash an Extra $130k in Your Savings

     

     



    Get full access to Taxes For Humans at sunlighttax.substack.com/subscribe
    14 min
  • Where to Put your Money: First, Next and Last

    In today's episode I'm sharing some insights on managing your finances as a creative entrepreneur, and emphasizing the importance of an emergency fund, financial knowledge, and how you can avoid financial disaster. 

     

    Join me today to hear some basic steps to control your finances and how you can start investing today. 

     

    Also mentioned in today's episode: 

     

    • Why you need an emergency fund 4:30

    • How health insurance and life insurance can help avoid financial disaster 5:50

    • Considering risk tolerance and timeline when investing 10:28



    If you enjoyed this episode, please rate, review and share it! 



    Links:

    Check out my program, Money Bootcamp.

    Free class, Make Taxes Easier and Stash an Extra $130k in Your Savings  

    Get full access to Taxes For Humans at sunlighttax.substack.com/subscribe
    18 min
  • Why You Need a Safety Cushion

    Today, I'm diving into emergency funds and sharing why it's so important to have an emergency fund as a freelancer or a creative. I'm also giving you some quick tips on how you can prioritize your personal finance so you can start saving money for any unexpected emergencies today.

     

    Join me in this info packed episode to learn how much money you should have saved and the best way to save it.

     

    Also mentioned in today's episode: 

     

    • Why the money should be accessible and liquid 8:30

    • How much money you should have saved for emergencies 10:10



    If you enjoyed this episode, please rate, review and share it! 



    Links:

     Download this free visual guide to your tax deductions

    Need the deeper work right now? Check out my program, Money Bootcamp.

    Free class, Make Taxes Easier and Stash an Extra $130k in Your Savings  









    Get full access to Taxes For Humans at sunlighttax.substack.com/subscribe
    12 min
  • Why I Hate TurboTax Part 3

    Today's episode is the 3rd part of my 3 part series where I'm sharing an article published by ProPublica that exposes some of the unethical practices by Intuit, the maker of TurboTax. The article details how Intuit has waged a 20-year fight against free tax filing through lobbying efforts, internal tactics, and deceptive marketing. 

     

    Join me in this 3rd and final part of this series to learn more about how TurboTax has helped prevent the government from creating a free and easy tax filing system.

     

    If you enjoyed this episode, please rate, review and share it! 



    Links:

    Inside TurboTax's 20-Year Fight to Stop Americans From Filing Their Taxes for Free, by Justin Elliott and Paul Kiel Oct. 17, 2019

    Donate to ProPublica here 

     



    Get full access to Taxes For Humans at sunlighttax.substack.com/subscribe
    19 min
  • Why I Hate TurboTax Part 2

    Today's episode is the 2nd part of my 3 part series where I'm sharing an article published by ProPublica that exposes some of the unethical practices by Intuit, the maker of TurboTax. The article details how Intuit has waged a 20-year fight against free tax filing through lobbying efforts, internal tactics, and deceptive marketing. 

     

    Join me in the second part of this series to learn more about how TurboTax has helped prevent the government from creating a free and easy tax filing system.

     

    If you enjoyed this episode, please rate, review and share it! 



    Links:

    Inside TurboTax's 20-Year Fight to Stop Americans From Filing Their Taxes for Free, by Justin Elliott and Paul Kiel Oct. 17, 2019

    Donate to ProPublica here 

     

     



    Get full access to Taxes For Humans at sunlighttax.substack.com/subscribe
    16 min
  • Why I Hate TurboTax Part 1

    Today, I'm starting a 3 part series where I'm sharing an article published by ProPublica that exposes some of the unethical practices by Intuit, the maker of TurboTax. The article details how Intuit has waged a 20-year fight against free tax filing through lobbying efforts, internal tactics, and deceptive marketing. 

     

    Join me in this 3 part series to learn more about how TurboTax has helped prevent the government from creating a free and easy tax filing system.

     

     

    If you enjoyed this episode, please rate, review and share it! 



    Links:

    Inside TurboTax's 20-Year Fight to Stop Americans From Filing Their Taxes for Free, by Justin Elliott and Paul Kiel Oct. 17, 2019

    Donate to ProPublica here 

     











    Get full access to Taxes For Humans at sunlighttax.substack.com/subscribe
    22 min
  • My Tips for Focus, Plus A US Debt Revelation

    In today's episode, I'm talking about the importance of voting and my research into tax policy and deficits and how the rising national debt levels could impact you as a younger voter. I'm also providing tips on using templates and maintaining a schedule to maximize your focus and productivity, especially if you're a writer. 

     

    Listen to this important episode to learn how to use templates to save time in your personal life and work.  

     

    Also mentioned in today's episode: 

     

    • The importance of voting in local elections 3:10

    • History of US debt and the presidents that have run it up 10:40

    • Using templates to manage correspondence and stay focused 12:55

    • The importance of maintaining a consistent schedule for productivity 18:50




    If you enjoyed this episode, please rate, review and share it! 



    Links:

    Fiscal Therapy, by William G. Gale

    Brand new updated Visual Guide to Tax Deductions

     

    New Visual Guides:

    Writers' Guide To Tax Deductions

    Doula/Widwife Guide To Tax Deductions

    Wellness Practitioner's Guide To Tax Deductions











    Get full access to Taxes For Humans at sunlighttax.substack.com/subscribe
    29 min
  • A Solution for Fairer Taxes

    This week, I'm chatting about a topic that's important to me: how we can create more fairness and equity in our tax system. I'm sharing an op ed written by William Gale, an economist from the Brookings Tax Policy Center that talks more about creating more fairness in tax policy, stopping tax cheats and how we can get there. 

     

    Join me in this episode as we head toward the election season to learn about why equity in our tax policy is so important. 

     

    Also mentioned in today's episode: 

     

    • The importance of giving the IRS the tools it needs to enforce tax rules 2:45

    • Proposed tax policies to combat wealth inequality and reduce tax evasion 8:13 




    If you enjoyed this episode, please rate, review and share it! 



    Links:

    William Gale's article: https://www.brookings.edu/articles/give-irs-the-tools-it-needs-to-enforce-tax-rules-and-catch-cheaters/

     



    Get full access to Taxes For Humans at sunlighttax.substack.com/subscribe
    12 min
  • Marketplace health insurance PSA: Update your Income

    In this week's episode, I'm giving you some guidance on marketplace health insurance as a self-employed individual and sharing why it's so important to evaluate your income and finances halfway through the year. 

     

    Listen to this short and sweet episode to get important information on what you can do on healthcare.gov so you can avoid unexpected high tax bills come filing season.

     

    Also mentioned in today's episode: 

     

    • Adjusting taxes based on double income and spending projections mid-year 2:50

    • How Obamacare subsidies work for marketplace healthcare 3:25

    • Why it's so important to update your income on healthcare.gov 6:32




    If you enjoyed this episode, please rate, review and share it! 



    Links:

     https://www.healthcare.gov/help/premium-tax-credit/



    Get full access to Taxes For Humans at sunlighttax.substack.com/subscribe
    13 min

About Sunlight Tax

From the publisher's feed

In this show, we’re talking about taxes, money, and careers for self-employed people who have a big vision for changing the world with their work. I’m your host, Hannah Cole; tax pro, artist, and the…

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