Ep 125: Tax Season Survival: Mastering the Art of Strategic Planning

In this podcast episode, We converse with Catherine Tindall, a CPA and partner at Dominion Enterprise Services, about the critical importance of proactive tax planning. They discuss common mistakes business owners make during tax season, such as waiting until the last minute and not engaging in ongoing tax planning. Catherine highlights audit triggers and the significance of profit management. They also explore how financial advisors can build better relationships with CPAs to enhance client outcomes. The episode aims to educate and empower listeners to optimize their tax strategies effectively.

Common Tax Mistakes (00:02:11) .

Profit Management Discussion (00:05:32) .

Audit Triggers for Business Owners (00:08:11)

Challenges in Tax Filing (00:10:08)

Understanding Tax Professionals (00:12:48)

Avoiding Overly Complex Interactions (00:16:40)

Practical Strategy for Client Situations (00:16:54)

Biggest Tax Pet Peeve (00:18:26)

Client Expectations from Tax Professionals (00:21:35)

Conclusion and Final Thoughts (00:22:50)

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