Podcasts about accredited tax preparer

What percentage of Americans do you think lose sleep fretting about money matters in the middle of the night? (Hint, it's well over the majority!) When I was livin' it up in San Francisco working in the wine industry, I managed to rack up some impressive debt, and it frequently impacted my slumber. Over the years there were other financial issues such as worry over estate planning once my son was born and then Covid came and tanked the stock market and subsequently sent interest rates up and inflation especially sky high.Sleep is a critical factor in the body's ability to function optimally and repair itself; in other words, it's a cornerstone of metabolic health. Which is why in today's episode #63 of The Nourishment Mindset, we're talking with a financial expert who wants to help YOU get a better night's sleep. (This is a pod-only episode as we're in the middle of a move and I'm also rehearsing for a play so I didn't elect to video edit.)Meet CERTIFIED FINANCIAL PLANNER™, Chartered Advisor in Philanthropy,® Accredited Tax Preparer® and my husband, Patrick Huey. He's a self described “comprehensive financial concierge for real people” and offers plenty of sound, actionable advice as you prepare for 2025.Patrick discusses how to cultivate financial health, what we should and shouldn't worry about and most importantly, how to find balance when it comes to making, saving, spending and giving money. We talk about how to assess financial health, determine if you would benefit from working with a financial advisor and what to look for in your search for a good fit.“Everyone has a plan until you ask them to produce it.” - Patrick Huey, owner of Victory Independent PlanningWe also emphasize the importance of getting that second opinion if you already have your money house in order. I recently had a dentist tell me I needed a freakin' root canal. After seeking a couple of second opinions, I learned that there's nothing wrong with my tooth after performing a simple a cold test with an ice cube at home! While it's standard practice to get a second opinion in medical matters, it's much more rare in the world of finance. If you walk away with one takeaway from this episode, take this: get a second opinion on your financial health, which is significantly more comprehensive than your investments! There are so many money managers out there who do just that — focus solely on investment accounts, leaving estate, tax, health and other planning to others… Or sadly and commonly, no one.Financial health is about so much more and in this episode, you'll learn about Patrick's SMART® approach to gliding into retirement and much more.****I'm thrilled to offer Nourishment Mindset subscribers this special, no obligation offer through January 15: a complimentary signed shipped copy of Patrick's Seven Pillars of Financial Wisdom to help you determine if you're getting the maximum benefit from your current approach to financial health. To receive one, simply email me. (FavorFat@gmail.com)FINE READS-For those who want a more comprehensive read, Patrick spent nearly a decade crafting only the book he could write. AND didn't toss me off our Camas, WA balcony to the coyotes the night I gave him this feedback after reading the manuscript: “There's a lot here. But you need to start over from an organization stand point.”History Lessons for the Modern Investor takes a rollicking romp through the past helping you learn important lessons from historical figures to become a better investor today. For example, Julius Caesar, courtesy of some heavily armed guys in togas, discovered that mental shortcuts can lead to disappointing results. He learned it the hard way, but you don't have to. Nicolaus Copernicus didn't think the universe revolved around him—rare for a genius of his time. His economic theory is the secret to funding a long retirement. And you won't risk getting burned at the stake…To check out all of his books including a travel thriller, visit Patrick's author page.FINE RECIPE with a FINE FIND- Dixie's Go To Tuna Salad with Sea SeasoningI'm combining my Fine Recipe and Fine Find this month since this sea seasoning adds flavor and an essential trace mineral, iodine. I love Maine Coast Sea Seasonings and regularly use their organic triple blend.Sometimes you need a quick, healthy fix and my Go To Tuna Salad is one of my favorites! Serves one so feel free to multiply for more mouths. Add everything together, stir and enjoy:1.One can of tuna, preferably wild caught and in either olive oil or water;2.Mix in 1 generous TB avocado oil mayo — Primal Kitchen and Sir Kensington's are my preferred brands (no stanky seed oils - traditional mayo always has ‘em even if they advertise “olive oil” on the front so check those ingredients);3.Chop 1 mini cucumber (or a half of a regular one) and toss in;4.Add 1tsp Dijon if you enjoy mustard and/or a couple TB finely chopped nuts;5.Generously salt with a high quality brand such as Redmond.6.Consider adding a Sea Seasoning with iodine to support thyroid health and add delicious flavor!PS - If you happen to live in SW Florida, please support local arts come see Last of the Red Hot Lovers, a comedy about a married man's midlife crisis by Neil Simon. We're playing at the Marco Island Center for the Arts theater January 8-26. My character, Bobbi Michelle, is a nutty out of work night club singer who takes medicinal weed instead of tranquilizers because she has this inability to swallow pills. She's essentially harmless — sweet and sexy, but also super ditzy, and her singing is um… you'll see. For more, check out the features in Coastal Breeze and Marco Eagle. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit favorfat.substack.com

Curt Mercadante and Patrick Huey discusses how social media distractions impact our financial decisions, and how the importance of adding a layer of critical thinking between ourselves and popular “experts” who give harmful advice. This episode is taken from our longer discussion with Patrick: https://www.freedommedianetwork.com/post/history-lessons-for-the-modern-investor Patrick Huey, the owner of Victory Independent Planning, LLC., as well as the author of History Lessons for the Modern Investor and The Seven Pillars of (Financial) Wisdom. Get the book: http://www.historylessonsforthemoderninvestor.com/ He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy® and an Accredited Tax Preparer. Patrick earned a Bachelor's degree in History from the University of Pittsburgh, and a Master of Business Administration from Arizona State University. Lieutenant Huey served as a Naval Flight Officer from 1996-2005 earning the Strike Fighter Air Medal during combat operations and two Navy Achievement Medals. He enjoys travel, golf, tennis and spending time with his wife Dixie and their son Fletcher.

Curt Mercadante interviewsPatrick Huey, the owner of Victory Independent Planning, LLC., as well as the author of History Lessons for the Modern Investor and The Seven Pillars of (Financial) Wisdom. Get the book: http://www.historylessonsforthemoderninvestor.com/ He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy® and an Accredited Tax Preparer. Patrick earned a Bachelor's degree in History from the University of Pittsburgh, and a Master of Business Administration from Arizona State University. Lieutenant Huey served as a Naval Flight Officer from 1996-2005 earning the Strike Fighter Air Medal during combat operations and two Navy Achievement Medals. He enjoys travel, golf, tennis and spending time with his wife Dixie and their son Fletcher.   Brought to you by Cultivate Elevate's USDA organic mushroom powders and Shilajit. Get 10% off here: https://cultivateelevate.com/?ref=lngodh4rpm  

BIO: Patrick Huey is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy®, and an Accredited Tax Preparer. STORY: Patrick bought a technology stock based on rumor and peer recommendation. He didn't do any research and the stock ended up losing value. LEARNING: Don't just come into an investment seeking an investment, seek an outcome. Overestimate your risks and underestimate your gains.   "Overestimate your risks and underestimate your gains."Patrick Huey  Guest profilehttps://www.linkedin.com/in/patrick-huey-cfp/ (Patrick Huey) is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy®, and an Accredited Tax Preparer. He earned a bachelor's degree in History from the University of Pittsburgh, and a Master's in Business Administration from Arizona State University. Patrick served nine years as a U.S. Naval Flight Officer earning the Strike Fighter Air Medal during combat operations and two Navy Achievement Medals. He is the author of https://www.amazon.com/History-Lessons-Modern-Investor-Patrick/dp/1944733469 (History Lessons for the Modern Investor) and https://www.amazon.com/Seven-Pillars-Financial-Wisdom-Perspective/dp/1079783555 (The Seven Pillars of (Investment) Wisdom). Patrick specializes in creating financial plans, generating a retirement income stream, and managing investment strategies. Contact him for help growing, spending, and gifting your wealth. Worst investment everWhen Patrick got a stable income, he started talking and listening to some of his friends about stocks. He figured they were a heck of a lot smarter than he was, so he listened pretty intently. Then Patrick bought a high-flying tech stock based on his friends' advice. At the time, Patrick could only afford to buy one stock at a time and added to his portfolio when he could. Patrick created a highly volatile, barely diversified technology/Internet stock portfolio. He did no research and bought the stocks on rumors and recommendations from a peer group. He thought nothing about risk mitigation or even his tolerance for loss. Patrick was pretty sure at that point that he was an investment genius and would retire early on an island somewhere. Then the market started to slide, and he figured he was just going to add to the position. Then 911 happened, and Patrick got pretty busy. After 911, when he finally checked his account, his 10s of 1000s of dollars had turned into a few 100. He eventually sold that stock and just moved on. Patrick got smarter about money and understood that you don't amplify your mistakes by continuing to buy something that has no earnings, no business model, no profits, no nothing. And to also diversify his portfolio. Lessons learnedDon't just come into an investment seeking an investment. Come into an investment seeking an outcome. Overestimate your risks and underestimate your gains. Personal finances are just that; personal. So forget what your friends are doing. Educate yourself about investing. Andrew's takeawaysJust following other people and not doing your research ends up in disaster. We do not create wealth in the stock market. We grow wealth in the stock market. Actionable adviceUnderstand how you think before you can think clearly. Keep emotions out of investing. No. 1 goal for the next 12 monthsPatrick's goal for the next 12 months is to be a little bit better at something every single day.   [spp-transcript]   Connect with Patrick Hueyhttps://www.linkedin.com/in/patrick-huey-cfp/ (LinkedIn) https://www.historylessonsforthemoderninvestor.com/ (Website) Andrew's bookshttps://amzn.to/3qrfHjX (How to Start Building Your Wealth Investing in the Stock Market) https://amzn.to/2PDApAo (My Worst Investment Ever) https://amzn.to/3v6ip1Y (9 Valuation Mistakes and How to Avoid Them) https://amzn.to/3emBO8M (Transform Your Business with Dr.Deming's 14 Points) Andrew's online programshttps://valuationmasterclass.com/ (Valuation...

Patrick Huey is an investment advisor representative and owner of Victory Independent Planning, LLC. He is the author of two books: "History Lessons for the Modern Investor" and "The Seven Pillars of (Financial) Wisdom"; He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy® and an Accredited Tax Preparer. He has a Bachelor's degree in History from the University of Pittsburgh, and a Master of Business Administration from Arizona State University. Patrick also served as a Naval Flight Officer from 1996-2005 earning the Strike Fighter Air Medal during combat operations and two Navy Achievement Medals. Listen in as we discuss: What historical figures resonate the most with today's market? What you need to know about history that will help you navigate today's market? Why the Victory Pillars of Expertise, Stewardship[p, and Value are so important! --- Send in a voice message: https://anchor.fm/biz-with-beard/message Support this podcast: https://anchor.fm/biz-with-beard/support

EPISODE SUMMARY: There are a lot of things in your life that you can control...and a lot of things you cannot. Regardless of how hard you try, things are going to happen that impact you in a negative way. Knowing this is inevitable, it's important to understand that having resiliency and learning from those negative experiences will make you stronger as you continue to forge ahead in your endeavors.One thing that is in your control is your ability to master your craft. Your ability to get better at what you do each and every day. If you're willing to put in the work, you have a much larger chance of being the best at what you do. It takes daily effort. It takes positive mindset. It takes a commitment to improvement and never getting complacent in your practices.Episode 99 of The Business Equation Podcast exemplifies this philosophy. I'm joined by Patrick Huey, a veteran of the Air Force turned Certified Financial Planner who strongly believes in being readily available for his clients, being present in his business, and keeping his focus on getting a little bit better at what he does with each new day he faces.We also get into plenty of talk about today's market trends and Patrick's views on knowledgeable investors, investing wisely, the value of face-to-face meetings, and more.ABOUT PATRICK: Patrick Huey is the owner of Victory Independent Planning, LLC., as well as the author of History Lessons for the Modern Investor and The Seven Pillars of (Financial) Wisdom.He is a CERTIFIED FINANCIAL PLANNER professional, Chartered Advisor in Philanthropy, and an Accredited Tax Preparer. Patrick earned a Bachelor's degree in History from the University of Pittsburgh, and a Master of Business Administration from Arizona State University. Lieutenant Huey served as a Naval Flight Officer from 1996-2005, earning the Strike Fighter Air Medal during combat operations and two Navy Achievement Medals. He enjoys travel, golf, tennis, and spending time with his wife Dixie and their son Fletcher.You can connect with Patrick and pick up both his books at victoryindependentplanning.com or by email at patrick@victoryindependentplanning.com.Questions for Nick? Hit him up at nickbogacz.com!Nick is a published author! Click here to check out his book, The Pizza Equation: Slicing Up How to Run a Successful Pizza Enterprise.Connect with Nick Bogacz and The Business Equation!Facebook  |  Instagram  |  Twitter  |  Linked InMUSIC CREDIT: Theme music for The Business Equation Podcast - Never Forget by Gareth Johnson & Chris Bussey, via www.audionetwork.com

On today's episode, Seth talks to Diane Gardner , a resident of Rathdrum and owns Adept Business Solutions (www.AdeptBusiness.biz) about how her clients pay the least amount of tax they can legally pay. She utilize court-tested, IRS approved strategies to make sure business owners don't overpay their taxes. Diane has a degree in accounting from San Jose State University and is a QuickBooks Pro-Advisor, an Enrolled Agent, an Accredited Tax Preparer, and a Certified Tax Coach. She has over 30 years’ experience in accounting and income tax preparation and has added Proactive Tax Planning to her list of accomplishments. She is involved with many organizations in the local community. When she is not working to save clients from paying too much in taxes, she enjoys reading, Dutch oven cooking and spending time with her husband, Mike. Learn more about Diane Gardner here, http://www.adeptbusiness.biz/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Diane Gardner is CEO of Adept Business Solutions and has over 30 years’ experience in accounting and income tax preparation. Diane Gardner has a degree in accounting from San Jose State University and is an Enrolled Agent, an Accredited Tax Preparer, a Certified Tax Coach and a Certified QuickBooks ProAdvisor. On this episode of the Support is Sexy podcast, Diane shares something all of us as entrepreneurs need to know -- those expensive mistakes many of us make when it comes to our taxes. 

Diane Gardner is a Certified Tax Coach, Quilly award recipient, and best-selling author whose proactive planning approach gives clients a leg up on Uncle Sam and helps them dodge the tax bullet. Diane saves small business clients between $5,000 and $50,000 in as little as 60 minutes!  Her tax coaching sessions have resulted in a combined savings of over $817,000 to-date.  As a licensed Enrolled Agent, Diane prepares returns and helps taxpayers nationwide maximize profits and tax savings.  She is a Certified Profit First Professional, an Accredited Tax Preparer and has elite certification as a Certified Tax Coach. Diane is also the co-author of the best-selling books, Stand Apart and Why Didnt My CPA Tell Me That?  She has also authored six other books including her newest, Stop Overpaying Your Taxes! 11 Ways Entrepreneurs Overpay and How to Stop it Now!  During This Show We Discuss… The low-down on the new tax law that just rolled out What this new law will mean for a typical small business owner How the new law affects standard and itemized deductions How it affects personal exemptions and charitable contributions How it affects the estate tax credit What corporations can expect as it comes to tax rate changes When these changes will take effect How the new law affects business deductions? How the new law affects depreciation How shifting income to other family members can help you Things entrepreneurs are doing wrong forcing them to overpay on taxes How to choose the right business entity? Why choosing the right tax professional is like dating Why typical CPAs do not help with coaching? The difference between a tax coach and a CPA And much more…

Diane Gardner is an Certified Tax Coach, Quilly award recipient, and best-selling author whose proactive planning approach gives clients a leg up on Uncle Sam and helps them dodge the tax bullet. Diane saves small business clients between $5,000 and $500,000 in as little as 60 minutes! Her tax coaching sessions have resulted in a combined savings of over $1,546,480 to-date — hard-earned profits small business owners & real estate investors would have given to the government by overpaying taxes. Leaving no deduction or credit unexamined, Diane ensures professionals like you pay the least amount of taxes allowed by law. As a licensed Enrolled Agent, Diane prepares returns and helps taxpayers nationwide maximize profits and tax savings. She is a Certified Profit First Professional, an Accredited Tax Preparer and has elite certification as a Certified Tax Coach. Diane is the co-author of the best-selling books, Stand Apart and Why Didn't My CPA Tell Me That? She has also authored six other books including, Stop Overpaying Your Taxes! 11 Ways Entrepreneurs Overpay and How to Stop it Now! She created the nationwide Get Off the Wheel Practice Management Solutions for Accountants and leads the Business Breakthrough Mastermind Group in her hometown of Rathdrum, Idaho. Diane enjoys spending time with her husband, daughter and grandson in her spare time. She is active in her church, community organizations and several local Chambers of Commerce. Connect with Diane Gardner www.taxcoach4you.com Facebook Twitter Linkedin Episode 315

Diane Gardner is an Certified Tax Coach, Quilly award recipient, and best-selling author whose proactive planning approach gives clients a leg up on Uncle Sam and helps them dodge the tax bullet. Diane saves small business clients between $5,000 and $500,000 in as little as 60 minutes! Her tax coaching sessions have resulted in a combined savings of over $1,546,480 to-date — hard-earned profits small business owners & real estate investors would have given to the government by overpaying taxes. Leaving no deduction or credit unexamined, Diane ensures professionals like you pay the least amount of taxes allowed by law. As a licensed Enrolled Agent, Diane prepares returns and helps taxpayers nationwide maximize profits and tax savings. She is a Certified Profit First Professional, an Accredited Tax Preparer and has elite certification as a Certified Tax Coach. Diane is the co-author of the best-selling books, Stand Apart and Why Didn't My CPA Tell Me That? She has also authored six other books including, Stop Overpaying Your Taxes! 11 Ways Entrepreneurs Overpay and How to Stop it Now! She created the nationwide Get Off the Wheel Practice Management Solutions for Accountants and leads the Business Breakthrough Mastermind Group in her hometown of Rathdrum, Idaho. Diane enjoys spending time with her husband, daughter and grandson in her spare time. She is active in her church, community organizations and several local Chambers of Commerce. Connect with Diane Gardner www.taxcoach4you.com Facebook Twitter Linkedin Episode 315

Diane Gardner is an Certified Tax Coach, Quilly award recipient, and best-selling author whose proactive planning approach gives clients a leg up on Uncle Sam and helps them dodge the tax bullet. Diane saves small business clients between $5,000 and $500,000 in as little as 60 minutes! Her tax coaching sessions have resulted in a combined savings of over $1,546,480 to-date — hard-earned profits small business owners & real estate investors would have given to the government by overpaying taxes. Leaving no deduction or credit unexamined, Diane ensures professionals like you pay the least amount of taxes allowed by law. As a licensed Enrolled Agent, Diane prepares returns and helps taxpayers nationwide maximize profits and tax savings. She is a Certified Profit First Professional, an Accredited Tax Preparer and has elite certification as a Certified Tax Coach. Diane is the co-author of the best-selling books, Stand Apart and Why Didn't My CPA Tell Me That? She has also authored six other books including, Stop Overpaying Your Taxes! 11 Ways Entrepreneurs Overpay and How to Stop it Now! She created the nationwide Get Off the Wheel Practice Management Solutions for Accountants and leads the Business Breakthrough Mastermind Group in her hometown of Rathdrum, Idaho. Diane enjoys spending time with her husband, daughter and grandson in her spare time. She is active in her church, community organizations and several local Chambers of Commerce. Connect with Diane Gardner www.taxcoach4you.com Facebook Twitter Linkedin Episode 315

Diane Gardner is an Certified Tax Coach, Quilly award recipient, and best-selling author whose proactive planning approach gives clients a leg up on Uncle Sam and helps them dodge the tax bullet. Diane saves small business clients between $5,000 and $500,000 in as little as 60 minutes! Her tax coaching sessions have resulted in a combined savings of over $1,546,480 to-date — hard-earned profits small business owners & real estate investors would have given to the government by overpaying taxes. Leaving no deduction or credit unexamined, Diane ensures professionals like you pay the least amount of taxes allowed by law. As a licensed Enrolled Agent, Diane prepares returns and helps taxpayers nationwide maximize profits and tax savings. She is a Certified Profit First Professional, an Accredited Tax Preparer and has elite certification as a Certified Tax Coach. Diane is the co-author of the best-selling books, Stand Apart and Why Didn't My CPA Tell Me That? She has also authored six other books including, Stop Overpaying Your Taxes! 11 Ways Entrepreneurs Overpay and How to Stop it Now! She created the nationwide Get Off the Wheel Practice Management Solutions for Accountants and leads the Business Breakthrough Mastermind Group in her hometown of Rathdrum, Idaho. Diane enjoys spending time with her husband, daughter and grandson in her spare time. She is active in her church, community organizations and several local Chambers of Commerce. Connect with Diane Gardner www.taxcoach4you.com Facebook Twitter Linkedin Episode 315

Diane Gardner: "Your Tax Coach" Diane Gardner is an expert tax coach, Quilly award recipient, and best-selling author whose proactive planning approach gives clients a leg up on Uncle Sam and helps them dodge the tax bullet. Diane saves small business clients between $5,000 and $50,000 in as little as 60 minutes! Her tax coaching sessions have resulted in a combined savings of over $700,000 to-date - hard-earned profits small business owners would have given to the government by overpaying taxes. Leaving no deduction or credit unexamined, Diane ensures professionals like you pay the least amount of taxes allowed by law. As a licensed Enrolled Agent, Diane prepares returns and helps taxpayers nationwide maximize profits and tax savings. She is a Certified Profit First Professional, an Accredited Tax Preparer and has elite certification as a Certified Tax Coach. Diane is the co-author of the best-selling books, Stand Apart and Why Didn't My CPA Tell Me That? She has also authored six other books including her newest, Stop Overpaying Your Taxes! 11 Ways Entrepreneurs Overpay and How to Stop it Now! She created the nationwide Get Off the Wheel Practice Management Solutions for Accountants and leads the Business Breakthrough Mastermind Group in her hometown of Rathdrum, Idaho. Diane enjoys spending time with her husband, daughter and grandson in her spare time. She is active in her church, community organizations and several local Chambers of Commerce. http://adeptbusiness.biz/

Diane Gardner is a Certified Tax Coach, Quilly award recipient, and best-selling author whose proactive planning approach gives clients a leg up on Uncle Sam and helps them dodge the tax bullet. Diane saves small business clients between $5,000 and $50,000 in as little as 60 minutes! Her tax coaching sessions have resulted in a combined savings of over $817,000 to-date. As a licensed Enrolled Agent, Diane prepares returns and helps taxpayers nationwide maximize profits and tax savings. She is a Certified Profit First Professional, an Accredited Tax Preparer and has elite certification as a Certified Tax Coach. Diane is also the co-author of the best-selling books, Stand Apart and Why Didn't My CPA Tell Me That? She has also authored six other books including her newest, Stop Overpaying Your Taxes! 11 Ways Entrepreneurs Overpay and How to Stop it Now!   During This Show We Discuss… What tax coaches are and why you need one Tips to find the best tax professional How to not pay more in taxes just because of on the entity you choose The best business entities to choose for liability reasons The difference between tax preparation and tax planning The most often missed tax deductions for entrepreneurs Why business owners often overpay taxes, and what can be done to stop it How to write off medical expenses through your business The biggest mistakes business owners make that cost them dearly in taxes How to know if you're paying too much income tax How to hire your kids to work in your business How pensions and retirement plans affect small businesses How to stand apart from your competition and increase the lifetime value of your customers or clients And much more...

Diane Gardner is an expert tax coach, Quilly award recipient, and best-selling author whose proactive planning approach gives clients a leg up on Uncle Sam and helps them dodge the tax bullet. Diane saves small business clients between $5,000 and $50,000 in as little as 60 minutes! Her tax coaching sessions have resulted in a combined savings of over $700,000 to-date — hard-earned profits small business owners would have given to the government by overpaying taxes. Leaving no deduction or credit unexamined, Diane ensures professionals like you pay the least amount of taxes allowed by law. As a licensed Enrolled Agent, Diane prepares returns and helps taxpayers nationwide maximize profits and tax savings. She is a Certified Profit First Professional, an Accredited Tax Preparer and has elite certification as a Certified Tax Coach. Diane is the co-author of the best-selling books, “Stand Apart” and “Why Didn’t My CPA Tell Me That?” She has also authored six other books including her newest, “Stop Overpaying Your Taxes! 11 Ways Entrepreneurs Overpay and How to Stop it Now!” She created the nationwide Get Off the Wheel Practice Management Solutions for Accountants and leads the Business Breakthrough Mastermind Group in her hometown of Rathdrum, Idaho. Diane enjoys spending time with her husband, daughter and grandson in her spare time. She is active in her church, community organizations and several local Chambers of Commerce. In this episode, Diane and Stacy discuss how to help entrepreneurs save money by being proactive with their tax planning. Some highlights include: “I had to learn how to market.” At minute 2:00, Diane talks about how she reinvented her business after the recession. Learn how to control your calendar. At minute 4:00, Diane talks about how important it is to schedule time on your calendar for projects & tasks. “A little bit of planning saves a lot of money.” At minute 6:00, Diane talks about some common mistakes that entrepreneurs make with their taxes. Hire your kids to work in your business. At minute 7:00, Diane talks about some of the important lessons entrepreneurs can teach their kids by pulling them into their business. Build a team. At minute 15:00, Diane talks about the importance of building a high level, star quality team around yourself. Ways to contact Diane: Website: www.taxcoach4you.com Twitter: @gardner_diane Book: “The 10 Most Expensive Tax Mistakes That Cost You Thousands” Resources: Outlook Calendar *Business Rescue Road Map may be an affiliate or receive compensation from some of the business listed for referrals, as their “thank you” for sending you their way. However, we would never recommend any product or service unless we personally love the product and have great things to say about it. Our reputation is at stake and we would not jeopardize that!

Diane Gardner is an expert tax coach, Quilly award recipient, and best-selling author whose proactive planning approach gives clients a leg up on Uncle Sam and helps them dodge the tax bullet. Diane saves small business clients between $5,000 and $50,000 in as little as 60 minutes! Her tax coaching sessions have resulted in a combined savings of over $800,000 to-date — hard-earned profits small business owners would have given to the government by overpaying taxes. Leaving no deduction or credit unexamined, Diane ensures professionals like you pay the least amount of taxes allowed by law. As a licensed Enrolled Agent, Diane prepares returns and helps taxpayers nationwide maximize profits and tax savings.  She is a Certified Profit First Professional, an Accredited Tax Preparer and has elite certification as a Certified Tax Coach. Diane is the co-author of the best-selling books, Stand Apart and Why Didn’t My CPA Tell Me That?  She has also authored six other books including her newest, Stop Overpaying Your Taxes! 11 Ways Entrepreneurs Overpay and How to Stop it Now!   She created the nationwide Get Off the Wheel Practice Management Solutions for Accountants and leads the Business Breakthrough Mastermind Group in her hometown of Rathdrum, Idaho. Diane enjoys spending time with her husband, daughter and grandson in her spare time. She is active in her church, community organizations and several local Chambers of Commerce.

Diane Gardner is an expert tax coach, Quilly award recipient, and best-selling author whose proactive planning approach gives clients a leg up on Uncle Sam and helps them dodge the tax bullet. Diane saves small business clients between $5,000 and $50,000 in as little as 60 minutes! Her tax coaching sessions have resulted in a combined savings of nearly $500,000 to-date — hard-earned profits small business owners would have given to the government by overpaying taxes.Leaving no deduction or credit unexamined, Diane ensures professionals like you pay the least amount of taxes allowed by law.  As a licensed Enrolled Agent, Diane prepares returns and helps taxpayers nationwide maximize profits and tax savings.  She is a Certified Profit First Professional, QuickBooks Pro advisor, an Accredited Tax Preparer and has elite certification as a Tax Coach.  Diane is the co-author of the best-selling books, Stand Apart and Why Didn't My CPA Tell Me That?  She has also authored three other books including her newest, Stop Overpaying Your Taxes! 11 Ways Entrepreneurs Overpay and How to Stop it Now!   She created the nationwide Get Off the Wheel virtual masterminding and coaching program and leads the Business Breakthrough Mastermind Group in her hometown of Rathdrum, Idaho.  Diane enjoys spending time with her husband, daughter and grandson in her spare time. She serves on the board of the Twin Lakes Friends Camp, which offers summer camp programs for kids, and is active in her church, community organizations and several local Chambers of Commerce.

Diane Gardner is an expert tax coach, Quilly award recipient, and best-selling author whose proactive planning approach gives clients a leg up on Uncle Sam and helps them dodge the tax bullet. Diane saves small business clients between $5,000 and $50,000 in as little as 60 minutes!Her tax coaching sessions have resulted in a combined savings of nearly $500,000 to-date — hard-earned profits small business owners would have given to the government by overpaying taxes.Leaving no deduction or credit unexamined, Diane ensures professionals like you pay the least amount of taxes allowed by law.As a licensed Enrolled Agent, Diane prepares returns and helps taxpayers nationwide maximize profits and tax savings.  She is a Certified Profit First Professional, QuickBooks Pro advisor, an Accredited Tax Preparer and has elite certification as a Tax Coach. Diane is the co-author of the best-selling books, Stand Apart and Why Didn’t My CPA Tell Me That?  She has also authored three other books including her newest, Stop Overpaying Your Taxes! 11 Ways Entrepreneurs Overpay and How to Stop it Now! She created the nationwide Get Off the Wheel virtual masterminding and coaching program and leads the Business Breakthrough Mastermind Group in her hometown of Rathdrum, Idaho.Diane enjoys spending time with her husband, daughter and grandson in her spare time. She serves on the board of the Twin Lakes Friends Camp, which offers summer camp programs for kids, and is active in her church, community organizations and several local Chambers of Commerce. Current Businesses: Tax Coach 4 You Definition of Success: Having time to spend with her husband and grandson. Early on it was the money now it's the time to do the things that are important to her. Secret to Being the Best Mom and Finding the Time to Focus on Business: Give enough space to your children so they can become the people they want to be.  Let them do their own thing, but let them comeback when they're ready to talk. Best Advice:  Get a support group behind you of other business people. Surround yourself with community-Masterminds, Linkedin, neighbors. Find the money to get a coach of some sort. Time Savers: Have the younger children help. Her husband is great at helping around the house especially during tax season. Recommended Books: The 5 Love Languages, Three Feet from Gold, The Slight Edge. Recommended Apps: Outlook Contact Information: Tax Coach 4 You, Get Off the Wheel  Join the Working Woman Entrepreneur Community (see sidebar) and enter to win one of Diane's books. If your enjoyed the show please Subscribe and leave a Review in iTunes Check us out on: Facebook and Twitter