Tax Plan Early to Save More Money

Financial Snickens

Oct 19 2023 • 5 mins

Don’t wait until April to prepare your taxes! If you do, chances are you’re not getting all the tax breaks you deserve or saving as much money as if you planned in advance.

In this episode, I outline why it’s beneficial to plan for tax season months before Tax Day and different approaches to tax planning for your business.

In this episode, you’ll also hear:

  • How tax planning can reduce your tax bill
  • Tips for CPA meetings, deadlines, and clean books
  • Handling taxes yourself vs. hiring a professional

Must-listen moments:

[00:00:52] Did you also know that tax planning is one of the most important aspects of financial management?

[00:01:25] We strongly recommend that you have a tax planning meeting with your CPA in October or November to take advantage of the actions your CPA suggests.

[00:04:00] There's a few different approaches to tax planning. You can do it yourself, or you can hire a professional tax planner.

Mentioned in this Episode:

IRS Website

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