• How to Avoid Financial "Heartbreak" During Tax Season

  • Feb 12 2025
  • Length: 13 mins
  • Podcast

How to Avoid Financial "Heartbreak" During Tax Season

  • Summary

  • 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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