Podcast Episodes

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What to Do If You Missed the December 31 Tax Deadline for Key Deductions

Season 1 Episode 37

Did you miss the year-end tax deadline? Learn last-minute strategies—like funding a SEP-IRA or fixing bookkeeping errors—to recoup lost deductions an…

1 year, 4 months ago

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Why Your New Year’s Resolution Should Be “Profit First” in 2025

Season 1 Episode 34

Stop chasing empty revenue goals and start focusing on what really matters—your bottom line. Learn how a “profit first” mentality can boost your cash…

1 year, 4 months ago

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Essential Steps to Prepare for a Stress-Free Tax Appointment

Season 1 Episode 32

Tax preparation is not just about gathering documents and giving them to your tax preparer; it's about understanding your financial situation and ens…

1 year, 4 months ago

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You May Receive a Form 1099-K This Year: What It Means for Your Taxes

Season 1 Episode 33

Form 1099-K was introduced as part of the Housing and Economic Recovery Act of 2008, with its reporting requirements taking effect in 2011. The form …

1 year, 4 months ago

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Tax Time Has Arrived! Tips for Getting Ready for Your Tax Appointment

Season 1 Episode 31

You, like most taxpayers, probably dread the task of pulling together your records to prepare for your tax preparation appointment, but the effort us…

1 year, 4 months ago

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Standard Business Mileage Rate

Season 1 Episode 29

Are you self-employed and wondering how to maximize your vehicle-related business deductions? This episode covers everything you need to know about t…

1 year, 5 months ago

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Plan, Forecast, Succeed: QuickBooks Budgeting for Accountants in 2025

Season 1 Episode 30

Learn how accountants can use QuickBooks budgeting tools to forecast revenue, manage expenses, and grow their practice in 2025.

1 year, 5 months ago

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Start Off on the Right Foot for the 2025 Tax Year

Season 1 Episode 27

Individuals and small businesses should consider various ways of starting off on the right foot for the 2025 tax year.

1 year, 5 months ago

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Tax Season Is Coming: Here’s a Laugh Before the Madness Begins

Season 1 Episode 28

Before tax season heats up, enjoy these funny and bizarre tax stories—from outrageous deductions to unexpected IRS calls. Laughter guaranteed!

1 year, 5 months ago

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What Are the Most Common Business Financial Fraud Schemes?

Season 1 Episode 26

Learn about the most common financial fraud schemes targeting small businesses, including payroll fraud, phishing scams, and vendor fraud. Discover p…

1 year, 5 months ago

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