How To Avoid Financial "Heartbreak" During Tax Season Build To Enough podcast

How to Avoid Financial "Heartbreak" During Tax Season

5M ago 13:29

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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.

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153 episodes