Artwork

Content provided by Keila Hill-Trawick and Little Fish Accounting. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keila Hill-Trawick and Little Fish Accounting or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

How to Avoid Financial "Heartbreak" During Tax Season

13:29
 
Share
 

Manage episode 466326147 series 3553237
Content provided by Keila Hill-Trawick and Little Fish Accounting. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keila Hill-Trawick and Little Fish Accounting or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

  continue reading

153 episodes

Artwork
iconShare
 
Manage episode 466326147 series 3553237
Content provided by Keila Hill-Trawick and Little Fish Accounting. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keila Hill-Trawick and Little Fish Accounting or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

  continue reading

153 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play