Podcasts about tax coach

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Best podcasts about tax coach

Latest podcast episodes about tax coach

Life Changing Money with Barbara Schreihans
From Chiropractic Office to Weight Loss Empire: How Emily Countryman Built Shift Set Go

Life Changing Money with Barbara Schreihans

Play Episode Listen Later Feb 19, 2025 22:44


This week on the Life Changing Money podcast, Barbara Schreihans sits down with Emily Countryman, CEO and founder of Shift Set Go, to uncover the strategies behind building a successful weight loss business and maintaining personal wellness.If you've ever wondered how to grow a health-focused company or balance a hectic schedule with self-care, this episode is for you!Emily shares actionable insights on:

Decide It's Your Turn™: The Podcast
Tax-Saving Secrets with Barbara from Your Tax Coach

Decide It's Your Turn™: The Podcast

Play Episode Listen Later Feb 18, 2025 36:28


From Side Hustle to Seven Figures: Tax-Saving Secrets with Barbara from Your Tax Coach™What if the key to unlocking financial freedom was as simple as restructuring your business? In this episode, we sit down with Barbara Schreihans, the CEO and founder of Your Tax Coach™, who went from a solo accountant trying to pay off $22K in student loans to running a multi-seven-figure firm with 30 employees across 16 states. She shares her game-changing tax strategies for business owners and real estate investors, breaking down complex concepts into simple, actionable steps. Learn why an S-Corp could save you thousands, the biggest tax write-offs you're probably missing, and why most accountants are giving you bad advice. Whether you're making $150K or scaling past $1M, Barbara's insights will help you keep more of your hard-earned money.Meet Barbara SchreihansBarbara Schreihans (pronounced ShREE-hands) is the Founder and CEO of Your Tax Coach, the Creator of the Write Off Your Life™ Course, and voice behind the Life-Changing Money podcast. She's a kickass tax strategist, business coach, and all-around master when it comes to wealth and finances. Barbara aids business owners and high net-worth individuals in saving tens of millions of dollars in taxes while also growing their profits. When she's not leading her team, coaching clients or dreaming up new goals for her company, you can find her drinking coffee, hanging out with her family and traveling the world.Follow Barbara on Instagram Learn more about Barbara and her services on her website If you enjoyed this episode, make sure and give us a five star rating  and leave us a comment on iTunes, Podcast Addict, Podchaser and Castbox about what you'd like us to talk about that will help you realize that at any moment, any day, you too can decide, it's your turn!Have a topic you'd like discussed or a situation in your life that you're having trouble making a decision about? Leave Christina a voicemail at 501-402-0085 to be featured on the next episode!  

She Believed She Could Podcast
How To Minimize Your Taxable Income As A Business Owner with Barbara Schreihans

She Believed She Could Podcast

Play Episode Listen Later Oct 1, 2024 18:32


Barbara Schreihans is the Founder and CEO of Your Tax Coach, the Creator of the Write Off Your Life™ Course, and voice behind the Life-Changing Money podcast. She's a kickass tax strategist, business coach, and all-around master when it comes to wealth and finances. Barbara aids business owners and high net-worth individuals in saving tens of millions of dollars in taxes while also growing their profits. When she's not leading her team, coaching clients or dreaming up new goals for her company, you can find her drinking coffee, hanging out with her family and traveling the world. Memorable Moments“The Internal Revenue Code may as well have been written specifically for business owners, therefore, you have the best opportunity to save money on taxes.”“What are you already spending money on that we can turn into a business expense? Any opportunity to network, market, or create content leverages your ability to 'write off your life'.” “As of 2024, you can pay your own kids $14,600 free of federal tax. This business expense lowers your profit and allows you to save tax money.”   Connect with BarbaraInstagram: @yourtaxcoachFacebook: @yourtaxcoach TikTok: @your.tax.coachWebsite - https://yourtaxcoach.com/ Connect with AllisonInterested in working together? Fill out this form.www.instagram.com/allisonwalshwww.shebelievedbook.comwww.allisonwalshconsulting.comhttps://www.facebook.com/groups/shebelievedshecouldcommunityPRIVATE PODCAST FOR HIGH-ACHIEVING MOMS - www.allisonwalshconsulting.com/privatepodcast

She Slays the Day
276 - Write Off Your Life: Tax Tips to Help You Do More, Save More, and Stress Less feat. Your Tax Coach Barbara Schreihans

She Slays the Day

Play Episode Listen Later Sep 1, 2024 65:26


How annoying is doing your taxes, am I right? And how much MORE annoying is it always wondering if you are doing them correctly, or if you could be saving so much more! We'd all love to have a little less stress around taxes and a bit more money in the bank, so for this week's episode, Dr. Lauryn is joined by the Founder and CEO of Your Tax Coach, Barbara Schreihans, to discuss how with the right help and some simple strategies, you can be saving way more and stressing way less.Barbara is the founder and CEO of Your Tax Coach™, the creator of the Write Off Your Life™ Course, and the voice behind the Life-Changing Money podcast. She is a kick ass tax strategist, business coach, and all-around master when it comes to wealth and finances. Barbara aids business owners and high net-worth individuals in saving tens of millions of dollars in taxes while also growing their profits. She is passionate about teaching her audience ways they can grow their business, make profitable financial decisions, and create generational wealth.During their conversation, Dr. Lauryn and Barbara discuss why you need to be educated instead of afraid, picking the right entity type for your practice, popular deductions and how to track them, the new world of content marketing and where you may be missing tax advantages, and a whole bunch more!Learn more about Your Tax Coach and work with Barbara by visiting here.Follow Barbara: Instagram | LinkedIn– – – – – Transform your practice, elevate your finances, secure your future at ChiroWealthCon 2024! Learn more and purchase tickets here.Dr. Lauryn's two new courses are officially live! Learn more and purchase here:The Launchpad: A Catalyst for Family Practice SuccessThe Growth Lab: Essential Marketing Strategies for Chiropractors-- -- -- -- --Sign up here to receive our monthly associate job postings email.Rate & subscribe wherever you get your podcasts!Join the Weekly Slay mailing list HEREIf you want to submit a question or have feedback, make sure to tell us:Website | Instagram | Facebook-- -- -- -- --Mentioned in this episode:Do you need help in your practice with the busy work that you or your staff don't like doing? If you said yes, then you've got to check out the virtual chiropractic assistants offered by Chiro Matchmakers.Chiro MatchmakersLooking for an associate? Want your advertisement viewed by thousands of chiropractic students each month? If you answered yes and yes, then click the She Slays Job Board link below to grab your spot in next months...

Entrepreneur School
Money isn't Everything: How to Find Fulfillment in Business and Parenting

Entrepreneur School

Play Episode Listen Later Dec 12, 2023 47:22 Transcription Available


As moms, we often struggle with pursuing our business goals and enjoying quality time with our kids.This conversation with mom of four, Kimberly Tara, who has built an incredible business as a CPA and Tax Coach, unpacks the mindset we need to adopt in order to truly be fulfilled.Kimberly shares:The top 3 mistakes to avoid when you're starting your businessHow to price yourself for value instead of timeHow to manage your mom guiltBalancing presence and the pursuit of goalsCheck out Kimberly's podcast: CEO Moms Building WealthHer gift the 12 most missed tax deductions: https://www.taracpafirm.com/download>>MEET KIMBERLYCONNECT WITH KIMBERLYRESOURCES YOU'LL LOVELET'S CONNECTMEET YOUR HOST

BerryDunn Podcasts
In the Spotlight: A Tax Coach for Banks, Tyler Waldrupe

BerryDunn Podcasts

Play Episode Listen Later Jul 20, 2023 7:55


Welcome to the Financial Institution Insights podcast. In this In the Spotlight series, hosts Susan Weber and Brooke Wells interview colleagues from BerryDunn to explore their areas of expertise and interests. In this episode, we welcome Manchester, NH-based Tyler Waldrupe, a Principal in BerryDunn's Tax Consulting and Compliance Practice Group. We discuss Tyler's longstanding hometown ties, his approach to coaching clients, and his passion for consulting.

Hey Moms in Business
Not Your Mom's Accountant with Founder & CEO of Your Tax Coach Barbara Schreihans of Arizona

Hey Moms in Business

Play Episode Listen Later Jul 6, 2023 25:21


In this captivating episode of Moms in Real Estate, host Kristen Cantrell sits down with Barb, the visionary Founder & CEO of Your Tax Coach. Join us as we explore Barb's incredible transformation from a traditional accountant to a trailblazing entrepreneur who revolutionized the tax strategy landscape. Discover how she built a thriving company in just three years, leaving behind outdated practices and embracing innovative approaches that have reshaped the industry.Follow us on instagram:Podcast: @heymomsinrealestateHost: @heykristencantrell @heyconnectandcultivate Guest: @yourtaxcoachCheck out Barb's podcast - Life Changing Money PodcastInterested in coming to a retreat with Kristen & Barb? Checkout the Money Moves Retreat in Paso Robles, California  www.moneymovesretreat.com

Life Changing Money with Barbara Schreihans
How to Hire a Team to Maximize Your Business Potential and Financial Gains with Kannyn January

Life Changing Money with Barbara Schreihans

Play Episode Listen Later May 24, 2023 32:43


This week on the Life Changing Money Podcast, I am chatting with Kannyn January, the CEO of Ambiance, a high-end contemporary women's clothing and lifestyle boutique. She has also launched her own fine jewelry line available at her retail locations.Listen in as she provides insight and advice on how she started her business, the mistakes she made along the way, and how to grow and scale your business with a team.Topics discussed on today's episode:How she started a business with $0Tips on recession-proofing your businessThe book that helped her money mindset the mostAdvice on hiring and managing your teamConnect with Kannyn January:www.shopambiance.com Use code: Lifechanging10@shopambiance@ambiancepasohttps://podcasts.apple.com/bz/podcast/candid-with-kannyn/id1541066769,How To Get Involved:Life-Changing Money is a podcast all about money. We share stories of how money has impacted and radically changed the lives of others and how it can do the same for you.Your host, Barbara Schreihans (pronounced ShREE-hands) is the founder and CEO of Your Tax Coach, and the Creator of the Write Off Your Life Course. She is a kickass tax strategist, business coach, and all-around master when it comes to wealth and finances. Barbara aids business owners and high net-worth individuals in saving tens of millions of dollars in taxes while also growing their profits.When she's not leading her team, coaching clients, or dreaming up new goals for her company, you can find her drinking coffee, hanging out with her family, and traveling the world.Grab a cup of coffee and become inspired as we hear from those who have overcome and are overcoming their self-limiting beliefs and money mindsets! Do you have a burning question that you'd love to hear answered on a future show?Please email it to: podcast@yourtaxcoach.bizSign Up For Our NewsletterLife Changing Money PodcastGet Tax Help! 

On Point
49. Barbara Schreihans | Your Tax Coach for All Things Money, Write Offs & The Best Types of Savings Accounts!

On Point

Play Episode Listen Later Apr 5, 2023 36:16


Your taxes are coming due. Have you filed yet? If you haven't, this one's for you! And if you have, listen up for some money-saving tips for next tax season and beyond. Welcome this week's guest, Barbara Schreihans, the founder and CEO of Your Tax Coach. With decades of experience in money management, including at a Big 4 accounting firm, Barbara helps business owners and high net worth individuals manage their finances and maximize their profits.  We explore how her financially unstable upbringing helped inspire her work today and how individuals from all backgrounds can adopt a successful money mindset. Learn best tax practices like write-offs, whether it's better to pay more on taxes as they come out of your paycheck, or wait until tax season, if turbo tax or paying an accountant works better for your situation, and more. Click Here to find your salon, spa, or fitness experience on Vagaro! Click Here to check out our website!

PRISM PODCAST
46. Your Tax Coach with Barbara Schreihans

PRISM PODCAST

Play Episode Listen Later Jan 23, 2023 32:56


In this episode Syd and Barbara dive deep into taxes, deductions, money management and so much more. Barbara Schreihans is the founder and CEO of Your Tax Coach, the Creator of the Write Off Your LifeTM Course, and voice behind the LIfe-Changing Money podcast. She is a kickass tax strategist, business coach and all-around master when it comes to wealth and finances. Barbara aids business owners and high net-worth individuals in saving tens of millions of dollars in taxes while also growing their profits. When she's not leading her team, coaching clients or dreaming up new goals for her company, you can find her drinking coffee, hanging out with her family and traveling the world. https://www.instagram.com/yourtaxcoach/?hl=en https://www.tiktok.com/@your.tax.coach?lang=en https://www.yourtaxcoach.biz/ https://life-changing-money-with-barbara-schreihans.simplecast.com/episodes/barbara-ACiTzb0M Connect with Syd - Instagram: @sydneylich Inquiries: PrismIncorporated11@gmail.com Work with Syd: https://forms.gle/tBhyZG3vsVCmwseA7 Youtube: https://www.youtube.com/channel/UCWZ_sMdnyDkdtWcaaVowmnQ Facebook: https://www.facebook.com/sydney.lich/ See you next week for more! xx Syd. --- Support this podcast: https://anchor.fm/sydney-lich/support

She RULES with Jessica Stroud
EP 55- Barbara Schreihans, Your Tax Coach: Bank Breaking Tax Savings

She RULES with Jessica Stroud

Play Episode Listen Later Nov 21, 2022 34:39


Finances can be the difference between closing an important deal, or paying your employees more money, and even missing out on an opportunity to expand your business.  There are many different ways to save money and ways to make it fun- that's where Barbara finds her way to help you.  Barbara Schreihans (pronounced ShREE-hands) is the founder and CEO of Your Tax Coach, the Creator of the Write Off Your LifeTM Course, and voice behind the LIfe-Changing Money podcast. She is a kickass tax strategist, business coach and all-around master when it comes to wealth and finances. Barbara aids business owners and high net-worth individuals in saving tens of millions of dollars in taxes while also growing their profits. When she's not leading her team, coaching clients or dreaming up new goals for her company, you can find her drinking coffee, hanging out with her family and traveling the world. Today Jessica host's one of the most exciting and fun accountant's you'll ever meet. Barbara speaks about why she decided to leave the corporate world and start her business by building her own Rules for Finance that helps her clients save more on their Taxes. Throughout her time as an accountant Barbara discovered the entrepreneurial rules she continues to encounter and implement to not only balance her schedule, but provide deductibles to her clients that they thought they wouldn't be able to use. It wasn't always a success for Barabara, she had to earn it. Which is why Barabara addresses why she carries the mindset to help others.  Connect with Barbara: Instagram LinkTree   How to Get Involved:  Listen in as She RULES movement leader Jessica Stroud interviews incredible Entrepreneurs. Jessica's goal is to pull out how they make their own RULES so you can too. Jessica is on a mission to shed light on the path of other Entrepreneurs so their climb to the TOP is easier and faster. Jessica Stroud is on a mission to help self-driven women write their own rules.  Join the She Rules Movement at SheRules Connect with Jessica easily on Facebook, Instagram, and She Rules. Listen to this and other great episodes on Apple Podcasts.   

Official 9to5 CEO Podcast
Learning a job to make a business out of it - featuring Tax Coach Courtney

Official 9to5 CEO Podcast

Play Episode Listen Later Jun 29, 2022 54:58


In this episode were joined by Tax coach Courtney who discusses the importance of side hustles. Learning your job and applying it in real life & processes and procedures she uses to filter through the clients she wants and much more! Follow Courtney: https://www.instagram.com/taxcoachcourtney/ Follow the podcast: https://www.instagram.com/official9to5ceo/ Follow Zena: https://www.instagram.com/zenadixoninc/?hl=en Follow Tramaine: https://www.instagram.com/9to5landlord414/ To schedule a consult with Zena: https://bio.site/zenadixoninc To learn how to be a landlord while having a 9-5: https://9to5landlord414.gumroad.com/l/fvtBQK?_ga=2.157441210.1619518119.1640008959-1646565909.1636855195&_gl=1*m7b8l7*_ga*MTY0NjU2NTkwOS4xNjM2ODU1MTk1*_ga_6LJN6D94N6*MTY0MDA2MDg0Ny4zOC4xLjE2NDAwNjExMjYuMA..

Building Great Sales Teams
Barbara Schreihans: Your Tax Coach

Building Great Sales Teams

Play Episode Listen Later Jun 10, 2022 12:53


Barbara Schreihans see herself as having two main missions in life:1) Successfully figuring out how to recreate Starbucks' salted sweet cream cold foam cold brew at home​2) Save business owners like you THOUSANDS of dollars every single year on your tax returns while also relieving your tax-related stress and anxiety by giving you the jargon-free, cliff-notes version of your tax situation.Before she started Your Tax Coach, Barbara worked at all different kinds of accountancy firms: HUGE global ones, regional ones, local ones. And, no matter their scale or size or client roster, they all had two things in common: (1) they sucked at customer service; and (2) they never came up with tax ideas or strategies for their clients. We got a chance on BGST to get a quick and condensed snack on what Barbara and Your Tax Coach can provide!Connect with Barbara:Instagram - https://www.instagram.com/yourtaxcoach/Twitter - https://twitter.com/your_tax_coachFacebook - https://www.facebook.com/yourtaxcoachLinkedIn - https://www.linkedin.com/company/your-tax-coach/

Beyond The Story with Sebastian Rusk
How To Reduce Your Tax Liability w/ Barbara Schreihans - Your Tax Coach

Beyond The Story with Sebastian Rusk

Play Episode Listen Later Mar 31, 2022 16:15


Barbara and her team offer Accounting and Tax Strategy for Fed-up Business Owners. They do this by combining tax accounting with tax strategy – meaning they don't just crunch your numbers, they analyze them. They find ways for you to save money on your taxes, whether by pointing out deductions you might have overlooked or coming up with custom tax strategies you can implement in your business.Connect with Barbara and her team here: https://www.yourtaxcoach.biz/

The Localist  with Carrie Rollwagen
2022 Taxes for Small Businesses and Side Hustles with Tax Coach Courtney

The Localist with Carrie Rollwagen

Play Episode Listen Later Feb 24, 2022 49:53


“Stay ready so you don't have to get ready.” That's the motto of Courtney Matthews, tax coach and this week's guest here to tackle all things tax-related! Taxes are intimidating to most people but Courtney gives her expert tips to help us all get ahead and prepare for 2022 taxes. We cover what you can (and can't) deduct, whether you actually have to keep all those receipts or not, and how to avoid the mistakes she sees all the time. Courtney also shares how to find a legit tax professional, and how to handle a side hustle. Full show notes at LocalistPodcast.com.  Mentioned in this episode:  mCoreTax.com Tax Coach Courtney on YouTube @TaxCoachCourtney on Instagram  Xero Accounting software Wave Accounting Software Bonsai Freelance Accounting ScanGuru on AppleScanGuru on GooglePlay  Gusto  Systems Accelerator  CarrieRollwagen.com @CRollwagen on Instagram

Level Up Babe
206. Making Your Money Multiply NOW With Your Tax Coach

Level Up Babe

Play Episode Listen Later Nov 12, 2021 46:05


“My first taste of my money mindset mentality when I was still a child was that I will never let a man dictates my finances”  The transition from working for someone to deciding that you want to be an entrepreneur and do this on your own  Tips that people need to know in building their business  The common ways that people can actually be building wealth with their taxes   Welcome!  We are so excited that you are here.  This is something that's been on our hearts for a while and we are ecstatic watching it come to fruition.    As you might know, our marriage has a pretty unique story that is the foundation for this couples experience. After walking through infidelity and addiction, I (Joy) found personal development and coaching. I began to grow and change as I worked on myself.  I wanted it. I was hungry for it. Something in me knew I wanted more.    But as time went on, I found myself really wanting Peter to come along the journey with me. This desire eventually turned into a gap in our relationship where I could feel us growing apart due to not growing together.    It took hiring a marriage coach, digging deep into our traumas, studying masculine + feminine energy and months of intentional effort to get our marriage where it is today - thriving, happy and actively growing together. We are now partners who spur each other on in our pursuits and also provide amazing healing to each other because we both can hold space for each other and our journeys so much better.    We've learned so much and had a desire to share and help other couples get to a new place in their marriage - that next level.  AND, we've noticed a pattern:  couples either aren't growing together OR are growing apart because one of them is but the other is not. Women are showing up to events, masterminds, coaching in high numbers and they all say the same thing "I want my husband to be here.  I want to be doing more things like this with my husband."   To be honest, there's not a lot out there for couples in the personal development/coaching space!    So, that's why we created the Elevate Couples Experience - a weekend retreat for couples who want to start investing in growing together as a couple.  This will be a combination of personal work + marriage practices to give you both a jumpstart on your own growth AND your growth together as a couple.    The entire theme will be about taking you from where you are currently and focusing on improving that to bring the joy, the spark, the aliveness in your marriage to new heights together.  We will not be focusing on "what's wrong", instead this is about focusing on where you want to go - what that next level is, what lights you up, what will give you that jump start to create the relationship of your dreams.    We want to Elevate your communication, your intimacy, your attraction, your goals and your overall happiness within your relationship. Think fun activities you get to participate in together and stretch yourselves with (don't worry, no trust falls required =)), sessions with amazing guest experts who specialize in relationship coaching, sex, business and more. We want to learn from couples who are killing it across the board - not just in business but marriage as well.    That being said, here's what you can expect:   The Elevate Couples Experience will be held the weekend of November 12-13 here in Scottsdale, AZ. (location being decided)   There are two options for you to join - a VIP option or a general admission option.   VIP Elevate Couples Experience: Friday November 12  Morning: Group couples recreational outing  Afternoon:  time off for you to connect as a couple Evening:  5 course meal with us in a private room at one of our favorite restaurants   Saturday November 13: General Session: 9:30 AM Lunch (provided):  12:30-1:30 Afternoon Session:  1:30-4:00 PM Cocktail party:  5:00 PM (private residence)   VIP PRICE: $2,222 per couple OR 3 payments of $900 (bi weekly).   VIP PAY IN FULL HERE   VIP PAYMENTS HERE General Admission Elevate Couples Experience: Saturday November 13: General Session:  9:30 AM Lunch (provided):  12:30-1:30 Afternoon Session:  1:30-4:00  Cocktail party:  5 PM (private residence)   General Admission price: $1,111 per couple OR 3 payments of $500 (bi-weekly).   General Admission pay in full HERE   General Admission payments HERE Couple questions we want to answer for you here ahead of time:   Will this be covid safe? Yes, we will make sure to do our part to keep it safe for everyone involved.  What if I have to back out? Refunds will be available until October 11.   What can I expect? Amazing speakers, activities and tangible takeaways for you to implement right now in your life and marriage. This weekend is going to be fun, abundant and high vibe. Being here will change you just from the energy not to mention you will make friendships with other couples who are wanting to grow with you which is priceless. We want you to walk away from this with new friendships that will help you continue this journey.  Are spots limited? For the VIP option we are limiting it to just 10 couples since we want to keep it more intimate. For general admission there's no limit as of now.  When do I need to get tickets by? This is first come first serve!  We can't promise there will be available if you wait - especially for the VIP option.  Email us at Joy@levelupbabe with any questions - we are happy to answer. And if you go ahead and join us, email us back to tell us what you are excited about!  We want to hear from you and we can't wait to see you soon!   Get excited - this is going to be epic.    -Peter and Joy 

Retirement Talk Radio's Podcast
How to Avoid Paying Taxes on Your Life's Savings

Retirement Talk Radio's Podcast

Play Episode Listen Later Jun 4, 2021 28:31


You spend nearly your whole life planning and saving for retirement—are your efforts setting you up to avoid paying taxes on your life's savings? In this episode, we discuss Ed Slott's new book, The New Retirement Savings Time Bomb, and share a few things you need to know about The 2019 Secure Act and how it impacts not only your assets in retirement, but your beneficiaries as well! Review the article mentioned in today's show >>  Show Notes Intro (:00 – :38) The New Retirement Savings Time Bomb by Ed Slott The Secure Act (4:44) The Impact on Non-Spousal Beneficiaries with Roths (8:16) New Planning Alternatives (8:58) Working with a Tax Coach (10:52) Why IRAs May Be Moving to the Trash Heap for Estate Planning (17:41) Building a Cash Value Tax-Free (18:58) Impact on Estate Inheritance for Farmers (19:07) Life Insurance is a Cornerstone (20:21) Trust Work -  (23:01) Self Cancellation Installment Note - SCIN (23:18)   Links: redefiningwealth.info lswealthmanagement.com Weekend Read: redefiningwealth.info/weekend-reading Financial Checklist Challenge: redefiningwealth.info/checklist or call 866-633-0955 Text Knowledge to 474747 Call 866-633-0955 or Text Tax Guide to 474747 to Request the LS Tax Publication 590 The New Retirement Savings Time Bomb by Ed Slott

Miss Entrepreneur Podcast with Kaila Ruan
How to Save Thousands of Dollars as an Entrepreneur with Barbara Schreihans - Your Tax Coach

Miss Entrepreneur Podcast with Kaila Ruan

Play Episode Listen Later Feb 4, 2021 24:59


Today on the Miss Entrepreneur Podcast I am talking to Your Tax Coach Barbara Schreihans. She is a tax accountant for small business owners and helps them save thousands on their taxes by finding tax deductions that they probably don't know about. We talk about money mindset, write off for entrepreneurs, plus so much more!  www.yourtaxcoach.biz Make sure you are following Barbara on Instagram @yourtaxcoach

The Modern Mamas Podcast
MMP Ep 182: Talking About Money with Your Tax Coach

The Modern Mamas Podcast

Play Episode Listen Later Dec 9, 2020 63:44


In this episode, Jess sits down with Barbara Schreihans of Your Tax Coach, a tax consulting company. Barbara helps business owners, entrepreneurs and self-employed individuals save money in taxes, and can look at a tax return and within seconds, tell you some tax strategies that could save you thousands of dollars per year. We cover how transforming your relationship with money can change your life, and some actionable steps to start reclaiming your relationship with money in a positive way. Other topics include: what is a money mindset what is abundance vs. scarcity mindset why is talking about money taboo how money can be a wedge in relationships Follow along on Instagram at @yourtaxcoach Check out their website: https://www.yourtaxcoach.biz Connect with us on Instagram at @modernmamaspodcast Join our Patreon community for behind the scenes exclusives! Thank you to our Sponsors; use code modernmamas for 15% off! Beekeeper's Naturals Four Sigmatic Paleovalley --- Support this podcast: https://anchor.fm/the-modern-mamas-podcast/support

The Business Ownership Podcast
Naked Tax Talk with Jonathan Bengel

The Business Ownership Podcast

Play Episode Listen Later Jun 22, 2020 51:15


I had the pleasure of interviewing my friend, the brilliant and amazing Jonathan Bengel. He's the founder of Naked Tax Talk, JB Financial, he's an IRS enrolled agent and he's on a mission to help business owners reclaim the Billion dollars of overpaid taxes in the USA. As a certified tax coach and a certified tax planner, you can't argue with me when I say, "The dude is smart! He knows his stuff and he's here to help you!"

Mentor Nation with John Abbas
S1E32 - Hacking the Tax Code as an Entrepreneur with Greg O’Brien CPA

Mentor Nation with John Abbas

Play Episode Listen Later Jun 10, 2020 40:32


In today’s episode I interview Greg O’Brien. He is a CPA and Tax Coach and runs an incredible firm in Boston where he and his team help entrepreneurs all over the country get educated so that they are taking advantage of every deduction, including many that are LITTLE KNOWN. Greg shares a basic mindset for being smart with your taxes, the questions to ask your CPA before you hire them, and unique strategies that he has used to help people save thousands. Also, Greg is fun, young, and smart. He’s not what you would normally think of when you think of CPA. This is a great interview packed with valuable wisdom!! Important Links: gregobriencpa.com Greg’s Blog: https://www.gregobriencpa.com/blog CHECK OUT THE LATEST MENTOR NATION BLOG!

Franchise Interviews
Tax Tips for Entrepreneurs with Craig Cody

Franchise Interviews

Play Episode Listen Later Mar 19, 2020 33:00


We start today with our most recent Great Quotes in Franchising podcast and discuss why franchising is like taking an open book test.  Next we discuss tax tips with Craig Cody.   As a Certified Tax CoachTM, Craig Cody belongs to a select group of practitioners throughout the country who undergo extensive training and continued education on various tax planning techniques and strategies in order to become, as well as remain, certified. With this organization, Craig has co-authored an Amazon best seller, Secrets of a Tax Free Life. In addition to tax planning, Craig's practice offers traditional tax services as well as off site CFO services. With a dedicated and passionate team we are able to provide daily guidance and advice to business clients. Our efficiency is embedded in our team concept. Our clients include, but are not limited to, Medical Professionals, Clothing Sourcing Businesses and Commercial Electrical Companies. Craig answers the following questions: What is the biggest mistake you see small business owners making regarding taxes? How can business owners use their CPA to their Advantage? How often should a business owner communicate with his/her CPA and why is it so important? In Part Three, we conclude with another clip from our Great Quotes in Franchising podcast with Melanie Bergeron. 

Funnels & Follow Up
Jonathan Bengel, JB Financial LLC & Naked Tax Talk

Funnels & Follow Up

Play Episode Listen Later Dec 19, 2019 56:04


Join us as we chat with Jonathan Bengel, EA. Jonathan is the owner and founder of JB Financial LLC as well as Naked Tax Talk. He is an IRS Enrolled Agent, a certified Tax Planner, and certified Tax Coach. Jonathan specializes in PROACTIVE tax planning, which is a comprehensive, strategic approach to taxes that uses all avenues available to reduce your taxes and increase your cash flow. This is the time of year to start thinking about your taxes and how you will be approaching them in the future.

Smooth Business Growth – 15 Minutes Of Pure Marketing Strategies Proven To Move The Needle

We are talking money and taxes today – don’t groan – this will save you thousands of dollars! My guest Tax Coach Diane Gardner has saved people over $3M in taxes will share signs that you might be outgrowing your accountant and how to stop overpaying your taxes. What are signs that you are outgrowing your accountant? What is the difference between a tax preparation, tax projection and tax planning? What SHOULD your accountant be doing for you? What is your account doing that can COST you thousands? What is a Tax Coach and how are they different? Diane Gardner, Your Tax Coach, is a best-selling author and a Quilly Award recipient. She is also a Certified Tax Coach and an Enrolled Agent. Diane’s expertise lies in the area of tax planning. Her goal is to make sure successful entrepreneurs across the United States are paying the least amount of income tax they can legally pay. As a tax coach, she offers a FREE tax analysis for those interested in finding out if they are overpaying their income taxes. Her goal is to save taxes one business at a time through the use of pro-active tax planning. Diane is also a believer in the mastermind and coaching concepts. She leads the "Business Breakthrough Mastermind Group" and offers coaching services to other entrepreneurs. www.TaxCoach4You.com www.taxcoach4you.com/smooth

Support is Sexy Podcast with Elayne Fluker | Interviews with Successful Women Entrepreneurs 5 Days a Week!
605: Tax Coach Diane Gardner Shares the Most Expensive Tax Mistakes Most Entrepreneurs Make

Support is Sexy Podcast with Elayne Fluker | Interviews with Successful Women Entrepreneurs 5 Days a Week!

Play Episode Listen Later Feb 7, 2019 44:04


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. 

SECRETS TO REAL ESTATE INVESTING SHOW
SREI 098 - Tax coach puts more CASH back in your pocket

SECRETS TO REAL ESTATE INVESTING SHOW

Play Episode Listen Later Oct 15, 2018 25:49


This week’s episode of “The Secrets to Real Estate Investing” with Hard Hat Holly is packed with tax tips from Craig Cody, CPA. Craig started his career as a NYC police officer then became a CPA because of his love for numbers and helping people keep more of what they make. As a certified tax coach, Craig has saved business owners and real estate investors hundreds of thousands of dollars. His biggest piece of advice for real estate investors is to be proactive and plan their taxes with their CPA to get the best tax advantage possible.   In this episode you will learn… How to deduct your personal pool or workout facility How you can pay less in taxes by hiring your kids How a HELOC can be used as a deductible on the houses you flip How a medical reimbursement plan can turn your kids’ braces expense into your benefit How to document correctly so you can quit worrying about an audit   Don’t miss: Learn more about Craig’s tax tips in his book, “10 Most Expensive Tax Mistakes That Cost Business Owners Thousands”. Download for free at this website: www.craigcodyandcompany.com/   Free download:Stay updated with Craig’s summary of the recent tax cuts and jobs act. He’s summarized how your business may be effected and what benefits you could gain in this year’s tax return.   Contact: Website: www.craigcodyandcompany.com/ Facebook: www.facebook.com/CraigCodyandCompany/ Phone: 516-869-4051

Business Sustainability Radio Show
Episode 167: Tax Law Changes

Business Sustainability Radio Show

Play Episode Listen Later Oct 8, 2018 22:51


On this episode Josh's guest is Diane Gardner from Tax Coach 4 You. She talks about the exciting and disappointing changes Congress has made in the Federal tax laws.

Build a Better Agency Podcast
Episode 157: A Tax Coach’s Guide to the New Tax Law with Craig Cody

Build a Better Agency Podcast

Play Episode Listen Later Oct 8, 2018 51:28


We are hip-deep into 2018, and the new tax law is fully in effect. It’s past time to get a handle on the implications of the new law for your business because we only have a few months left to do any sort of planning before year end. Many agency owners are not exactly “numbers” people. The default, too often, is to let other people handle the money, then go off and focus on the creative or strategic side where we can play to our strengths. On episode #157 of Build a Better Agency, I talk with CPA and tax advisor, Craig Cody. Cody definitely wants you to partner up with a professional when it comes to number-crunching. But in our conversation, he makes no bones about it: you’ve got roll up your sleeves and get your hands dirty. You can’t check out of your business’ finances, no matter how much you trust your internal or external advisors. So, this is a great and very timely conversation. Did you know you can hire your kids and enjoy some significant tax advantages? Craig serves up a ton of tax tips, deduction hacks and best practices on everything from dispelling the myths about deducting a home office to paying for medical expenses, along with the basics of keeping up with the books. A tax advisor – not just a tax preparer – can be a huge benefit for your bottom line. I had a great time talking with Craig. I learned a lot, and I know you will too. Craig Cody is a Certified Tax Coach. His practice is rooted in tax planning. His philosophy is to find ways to legally reduce tax liabilities and keep more of what clients earn in their own pockets.  As a Certified Tax Coach™, Craig belongs to a select group of practitioners throughout the country who undergo extensive training and continued education on various tax planning techniques and strategies in order to become, and remain, certified. With this organization, Craig co-authored an Amazon best-seller, Secrets of a Tax-Free Life. In addition to tax planning, Craig’s practice offers traditional tax services as well as remote CFO services.  What You Will Learn About in This Episode: The big differences between a tax preparer and a tax advisor Why tax planning for entrepreneurs can make a huge difference in how you manage your finances Passthrough income potential in Section 199 of the new tax code How long it should take to gather P and L information for the previous month Aspects of the new tax laws that you might not have considered How frequently to be in contact with your tax advisor How to find a good match for you in a tax advisor The wrong kinds of tax deductions to take Tax benefits of hiring your school-age children Steps to take in order to avoid fraud and theft within your business Ways to contact Craig Cody: Website: craigcodyandcompany.com Free resource: craigcodyandcompany.com/buildabetteragency We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

The Contractor Fight with Tom Reber
TCF183: Secrets of a Tax Free Life with Craig Cody

The Contractor Fight with Tom Reber

Play Episode Listen Later Jul 23, 2018 31:37


Taxes - one of the only guarantees in life. They’re not very sexy but they can save you a ton of money. This week, Tom talks down with Craig Cody, a CPA and tax coach who helps business owners save money on their taxes every year. Listen in as he goes over the biggest mistakes that business owners are making when it comes to their taxes. In this episode we discuss...   How to get the most out of your taxes What a Tax Coach does and how they help business owners How often you should be talking to your CPA Different tax breaks that can save you money   Links to resources: https://craigcodyandcompany.com/ Secrets of a Tax Free Life - https://www.amazon.com/Secrets-Tax-Free-Life-1/dp/0983234116/ref=sr_1_1 Want to stop sucking the life out of your contracting business? Join the Contractor Sales Academy and take command of your entire sales process! CSA is a game changer for your business.

Discount Property Investor Podcast
Episode 71: 10 Most Expensive Tax Mistakes with Craig Cody

Discount Property Investor Podcast

Play Episode Listen Later Jul 19, 2018 30:50


In this episode David talks with Craig Cody from “Craig Cody and Company” a certified CPA and Tax Coach.  David and Craig talk about how having a tax coaching could possibly be the best decision a business person makes.  Craig and his clients review financial statements monthly and review all the ways to save money by NOT paying taxes.  Basically he is a master of the tax loophole, deductions and how to avoid paying taxes.   He knows his stuff and he shared his list of the “10 Most Expensive Tax Mistakes” most people make.   This list contains items like audit paranoya, having the wrong business entity, missing medical benefits, home offices and athletic facilities.  He also talks about qualified business income and setting up the right retirement plans.   The most important thing to avoid expensive tax mistakes is Failing to Plan.   Tax Planning is a year round activity not just something that is done on April 15th each year. 

Discount Property Investor Podcast
Episode 71: 10 Most Expensive Tax Mistakes with Craig Cody

Discount Property Investor Podcast

Play Episode Listen Later Jul 19, 2018 28:31


In this episode David talks with Craig Cody from "Craig Cody and Company" a certified CPA and Tax Coach.  David and Craig talk about how having a tax coaching could possibly be the best decision a business person makes.  Craig and his clients review financial statements monthly and review all the ways to save money by NOT paying taxes.  Basically […]

Smooth Business Growth – 15 Minutes Of Pure Marketing Strategies Proven To Move The Needle

Today we are chatting with Craig Cody CPA, certified tax coach, & author of Secrets of a Tax Free Life. He’s going to share the biggest tax mistakes that business owners make! What is the biggest mistake you see small business owners making regarding taxes? What are the 10 most expensive tax mistakes that cost business owners thousands? What is proactive tax planning and how can it minimize your taxes? How often should a business owner communicate with his/her CPA and why is it so important? https://craigcodyandcompany.com/ http://craigcodyandcompany.com/smooth/ for a FREE book 10 Most xpensive Tax Mistakes that Cost Business Owner's Thousands

The Dr. Zoe Show
024: Women and Your Money - Managing Yourself, Your Kids and Your Life | Tax Coach Diane Gardner

The Dr. Zoe Show

Play Episode Listen Later Jan 30, 2018 48:29


Today is all about Women and your money. Ladies it's time to get on top of your money, keep more of what you have and get in the mindset to create more in your life! Learn about new tax laws that will apply to you in 2018. Dr. Zoe addresses 8 qualities of wealthy women and gives advice about necessary money questions to ask in your relationship.   To learn more about Dale and the resources mentioned in this episode, visit www.drzoeshaw.com/24   Don't forget! Text the word “join” to 38470 to get on my newsletter for monthly inspiration, tips, and encouragement for sometimes struggling superwomen. 

Intentionally Inspirational
Episode #101: The Unemployable Entrepreneur with Diane Gardner

Intentionally Inspirational

Play Episode Listen Later Dec 26, 2017 31:25


In this episode, I talk about the ultimate goal that I am working towards and get you to clearly think about yours as well. I also have the opportunity to chat with Diane Gardner of Tax Coach 4 You and we discuss her adventures in entrepreneurship. I love it that she quickly told me that she was unemployable because she is such a dedicated entrepreneur. It doesn't get any better than that for me really. She has also published seven books and she is a certified tax coach. Finally, Diane shared three helpful tax tips to save us all more money. This episode was a lot of fun, check it out!Support this show http://supporter.acast.com/intentionallyinspirational. See acast.com/privacy for privacy and opt-out information.

Unstoppable Coach | Inspiring weekly interviews to help you start or grow your coaching business with Millette Jones.

Diane Gardner is a Certified Tax Coach and best-selling author whose proactive planning approach helps clients dodge the tax bullet. Her tax coaching sessions have resulted in a combined savings of over $1,158,000 to-date — hard-earned profits small business owners would have given to the government by overpaying taxes. 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!

giving attract clients certified tax coach diane gardner stand apart tax coach stop overpaying your taxes ways entrepreneurs overpay
Success Hackers |  Empowering Entrepreneurs to Play Bigger in Business and Life
117. Tax coach, Craig Cody, talks about the secrets to a tax free life.

Success Hackers | Empowering Entrepreneurs to Play Bigger in Business and Life

Play Episode Listen Later May 31, 2017 28:51


Craig Cody is a Certified Tax Coach, Certified Public Accountant, Business Owner and Former New York City Police Officer with 17 years experience on the Force. In addition to being a Certified Public Accountant for the past 15 years, he is also a Certified Tax Coach. As a Certified Tax Coach, Craig belongs to a select group of tax practitioners throughout the country who undergo extensive training and continued education on various tax planning techniques and strategies to become, as well as remain, certified. With this organization, Craig has co-authored an Amazon best seller book, Secrets of a Tax-Free Life.

Taming the High Cost of College! :   Financial Aid | FAFSA | Student Loans | Scholarships | Tax | Saving | Investing | Grants
118 Understanding College Tax Deductions Interview with Craig Cody, Certified Tax Coach and Author “Secrets of a Tax Free Life”

Taming the High Cost of College! : Financial Aid | FAFSA | Student Loans | Scholarships | Tax | Saving | Investing | Grants

Play Episode Listen Later Apr 14, 2017 36:46


What is a certified tax coach? “We help our clients keep more of what they make by lowering their tax liability through legal means,” describes our guest Craig Cody. He is a best selling author and certified tax coach that works in all 50 states with his average client saving over $20,000 a year in taxes. Filling out the forms properly is very different from planning your life to get the most back from completing those boxes. Listen to this short episode for all of the tax secrets you can't miss!

Product Startup
040 - Stop Overpaying Your Small Business Taxes, Diane Gardner of Tax Coach 4 You - The Product Startup: Product development for small business

Product Startup

Play Episode Listen Later Feb 14, 2017 42:29


The most common deduction people miss on their US tax return. How you can hire your children over 7 years old, and aging parents to work for your business and deduct their wages.

Systemize, Scale, & Automate Your Business with Productivity Expert Nancy Gaines

Listen to this podcast with Diane Gardner to learn the benefits of having a tax coach.  She shares great strategies for keeping more of what you make in your business on my latest podcast episode.

Systemize, Scale, & Automate Your Business with Productivity Expert Nancy Gaines

Listen to this podcast with Diane Gardner to learn the benefits of having a tax coach.  She shares great strategies for keeping more of what you make in your business on my latest podcast episode.

Work @ Home RockStar Podcast
WHR 55 : Diane Gardner - Tax Coach

Work @ Home RockStar Podcast

Play Episode Listen Later Oct 24, 2016 30:19


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.

leaving commerce idaho chambers get off uncle sam accountants enrolled agents certified tax coach diane gardner stand apart certified profit first professional quilly tax coach stop overpaying your taxes ways entrepreneurs overpay accredited tax preparer business breakthrough mastermind group wheel practice management solutions
LIFESTYLE SOLOPRENEUR | The podcast for entrepreneurs who put LIFESTYLE FIRST via passive online income, real estate investin
#006 w/ Snowe Saxman: How she went from a millionaire at age 25, to living on food stamps and bankruptcy by age 35, to now earning multiple six figures on her way to millions again!

LIFESTYLE SOLOPRENEUR | The podcast for entrepreneurs who put LIFESTYLE FIRST via passive online income, real estate investin

Play Episode Listen Later Sep 28, 2016 35:05


Guest Bio: Snowe Saxman is a Wealth Management Expert, Master Tax Strategist & Master Coach for women. She has a degree in Accounting and studied for her MBA. She is also a certified Tax Coach also known as the Money Oracle. She believes that we can change the world when we live our lives God first, family second and our careers third. She is married to love of her life, Paul. They have 7 children and 2 grandchildren. Yes, Snowe is a Glamma. Someone way too young and gorgeous to be called Grandma. Snowe was a millionaire at age 25, living on food stamps + bankrupt by age 35 and now she is earning multiple six figures on her way to Million again. With God’s help, She has been able to channel a painful past into a purposeful future and help other women with her unique gifts & talents. Today she teaches women God-inspired financial + business strategies. She can show you how to successfully improve your money mindset, create, manage, and multiply your money, because she’s done it herself. What makes her unique is that she is heart-centered, but results orientated. She uses a masterful combination of business savvy, money expertise, and strong faith to improve your money mindset and a help you create, manage and multiply money! Her approach is God-centered & faith-filled. Her mission is to empower women to live emotionally, spiritually and financially free. Her passion is to help you build a six figure business in a smart, soulful way that allows you to have more quality time at home with your family. She also believes: “It’s not just about making more money, it’s about helping more people.” She is empowering women to have it all; more money, more choices & more time with their families! In this particular episode, you will learn: How Snowe was able to bounce back from rock bottom financially to what’s now a multi-six-figure lifestyle business that she can run while raising seven children! How easy tax strategies can help solopreneurs find greater profit and prosperity Easy hacks to find greater success Resources mentioned in this episode: http://snowesaxman.com/ Transcript (edited for length and clarity): (Transcript for this episode available only to select private program members)

Vroom Vroom Veer with Jeff Smith
Diane Gardner Tax Coach, Speaker, Best Selling Author

Vroom Vroom Veer with Jeff Smith

Play Episode Listen Later Jul 18, 2016 46:35


Diane Gardner, founder of http://www.taxcoach4you.com holds expertise and passion in her career as a tax coach. She empowers entrepreneurs across the U.S. to pay the least amount of taxes they can legally pay. Diane’s passion makes taxes sound interesting, fun and exciting. As a tax coach, she offers a FREE tax analysis for those interested in finding out if they are overpaying their income taxes. Her goal is to save taxes one business at a time through the use of pro-active tax planning. Diane is also a best-selling author and Quilly Award Recipient. She has an amazing and heart-warming story behind her success of dedication, love and faith. Diane Gardner Vroom Veer Stories In High School she was very shy, quiet, and boring looking for the hole in the floor Straight A's in High School equaled about C's in college, had to learn how to study One college professor told her that she would never make it as an accountant--Diane showed her She carried a full class load and worked full time, so she struggled to maintain her GPA Great story about how she learned how to write books...one chapter at a time Lost nearly everything after the 1989 Loma Prieta earthquake--moved to Idaho--less shaky We geek out about tons of tax planning strategies business owners can use to save buckets o cash Diane Gardner Links Tax Coach 4 you Adept Business  

Leadership, Politics & Business - Timelines of Success
196 Always Be Learning Diane Gardner Tax Coach

Leadership, Politics & Business - Timelines of Success

Play Episode Listen Later Feb 3, 2016 25:43


Timelines with special guest Diane Gardner Timelines, hosted by Bill Conrad at timelinesofsuccess.com is a Netcast (streaming video, YouTube, blog and podcast), which is all about the Timelines of people who never give up. Our mission is to motivate, educate and inspire the listener. We hope you enjoy this and each and every episode of Timelines. I know someone who may be a good guest, please email me at bill@conradteam.com  and again, thank you for listening to Timelines. Want to learn to create an awesome netcast?  Check out the pre-launch of https://netcasting101.com/ and https://netcasting101.com/resources/ Need a beautiful blog site, call Bill at 775-233-8065 see the example http://karenconrad.com/ For more information, contact Bill at bill@conradteam.com  or call 775-233-8065

The Smart Franchise Marketing Podcast
[Expert Interview] Diane Gardner The Tax Coach talks about the lifetime spend of a client

The Smart Franchise Marketing Podcast

Play Episode Listen Later Jan 4, 2016 32:22


In this episode Diane covers topics including customer experience, the lifetime spend of a client and niching your business. Diane's expertise lies in the area of tax planning. Her goal is to make sure successful entrepreneurs across the United States are paying the least amount of income tax they can legally pay. As a tax coach, she offers a FREE tax analysis for those interested in finding out if they are overpaying their income taxes. Her goal is to save taxes one business at a time through the use of pro-active tax planning.Resources:QuickbooksThe Pumpkin Plan by Mike MichalowiczDiane's book; Stop Overpaying Your Taxesdiane@taxcoach4you.comwww.taxcoach4you.com

On Faith's Edge
End of the Year Tax Planning … YAY! – Diane Gardner, Tax Coach | Episode 56

On Faith's Edge

Play Episode Listen Later Dec 20, 2015 27:12


  Diane’s expertise lies in the area of tax planning. Her goal is to make sure successful entrepreneurs across the United States are paying the least amount of income tax they can legally pay. As a tax coach, she offers a FREE tax analysis for those interested in finding out if they are overpaying their income […] The post End of the Year Tax Planning … YAY! – Diane Gardner, Tax Coach | Episode 56 appeared first on On Faith's Edge.

Natural Born Coaches
NBC 336: Diane Gardner: Expert Tax Coach

Natural Born Coaches

Play Episode Listen Later Dec 10, 2015 24:38


Diane Gardner is your expert tax coach, and a published author with many titles on the subject.

The Business of Marriage with Dino Watt
56: Diane Gardner on Saving Money & Loving Life

The Business of Marriage with Dino Watt

Play Episode Listen Later Oct 21, 2015 35:03


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.

Working Woman Entrepreneur |Successful Women Entrepreneurs Empowering You To Gain and Maintain the Freedom To Live The Life T

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

Accredited Income Property Investment Specialist (AIPIS)
AIPIS 86 - What Is Your CPA Not Telling You? With Diane Gardner

Accredited Income Property Investment Specialist (AIPIS)

Play Episode Listen Later Jun 30, 2015 24:42


Diane Gardner is a certified Tax Coach and CPA. With over 30 years of experience in both tax preparation and accounting, she has quite a few tips for Jason's audience. She is the author of The Obamacare Survival Guide and Why Didn't My CPA Tell Me That? Diane talks to Jason on how small business owners can avoid some serious tax mistakes and save on thousands of dollars.    Key Takeaways: [2:20] What isn't my CPA telling me?  [5:45] With the right company entity type, you might be able to write-off medical expenses through your business.  [7:50] CPAs often don't look at how you maximize your vehicle deductions.  [10:25] There's a difference between a tax preparation engagement versus tax planning.  [15:15] It's never too late to talk to a CPA. You can end up saving much more money than doing it yourself.  [17:45] How can businesses survive Obamacare?  [22:00] Hire subcontractors or virtual assistants to cut down the number of employees in your business.    Mentioned In This Episode:   http://www.taxcoach4you.com/ma-journey-diane-interview/

Cincinnati Business Talk
Cincinnati Business Talk #242 Michael McCormick, CPA, CTC - How to Reduce Taxes?

Cincinnati Business Talk

Play Episode Listen Later Jun 26, 2015 57:00


Cincinnati Business Talk highlights the positive side of Cincinnati area businesses. We will be talking to CEOs and authors who have won awards, innovated with new products and services. Today's guest is Michael McCormick, CPA, CTC one of the authors of Why Didn't My CPA Tell Me That?  Mike will tell us about write offs that conventional tax advisors miss!  Michael is a long time Sandler President's Club member in Cincinnati.  Mike will share his perspectives and insights on current HOT business issues in the area of how to reduce taxes..  The show streamed live on Friday June 26th at 4 PM. Listen to this link: http://tobtr.com/7728819 You can listen to the show on Apple iTunes as a Podcast. You can add the podcast at:   http://www.blogtalkradio.com/Cincy-Business-talk.rss You can add Cincy-Business-Talk as an RSS feed to your Outlook email program. The exact feed http://www.blogtalkradio.com/Cincy-Business-talk.rss

The Susan Sly Project
29. Make Tax Savings Easy with the #1 Tax Coach in North America

The Susan Sly Project

Play Episode Listen Later Apr 14, 2015 31:12


Join Susan Sly as she chats with Sandy Botkin in this very insightful interview.   Sandy is known as the #1 Tax Coach in North America. Prior to joining the Tax Reduction Institute, Sandy spent three years in the tax department of the international accounting firm, Touche Ross. He has extensive financial and legal experience, including five years as a legal specialist in the Office of Chief Counsel for the Internal Revenue Service. Sandy has authored numerous technical articles for national publications, lectured to various professional and trade groups, and has served as an Adjunct Professor of accounting and law at the University of Maryland and Columbia Union College. Mr. Botkin's outstanding teaching ability has consistently earned him excellent ratings. In fact, Mr. Botkin was one of eight attorneys selected by the Internal Revenue Service to train all new attorneys to the Internal Revenue Service's Corporate Tax Division. Sandy has spoken at such organizations as Robbins Research (an Anthony Robbins Company), Harv Ecker programs, many financial planning organizations and the National Association of Realtor convention. In addition, he has spoken to a number of insurance companies such as State Farm, Northwestern Mutual, etc., medical and dental organizations, and for many network marketing organizations. He has also appeared before various media such as Fox Business news. Mr. Botkin is a member of the Florida Institute of Certified Public Accountants. He is also a "Distinguished Real Estate Instructor" and is listed in "Who's Who in Business." Sandy is the author of the bestselling book “Lower Your Taxes Big Time”, and “Real Estate Tax Secrets of the Rich” which are available at Amazon.com or Barnes & Noble. Sandy has developed an application called Taxbot to assist business owners.  You can learn more at www.taxbot.com. (use coupon code taxplan for savings)

Rock The Podcast
Co-Authoring a Book for Niche Authority with Diane Gardner

Rock The Podcast

Play Episode Listen Later Nov 5, 2014 29:26


Summary On this episode of Rhodes to Success I interview Diane Gardner who is the founder of Adept Business Solutions and Tax Pro Solutions. She is known widely as ‘The Tax Coach' and is the bestselling co-author of Why Didn't My CPA Tell Me That? Obamacare Survival Guide, and the Ten Most Expensive Tax Mistakes That Cost  You Thousands amongst numerous other publications. Diane helps entrepreneurs nationwide pay the least amount of taxes they can legally pay.   Main Questions Asked -       What is a tax coach and why should we find one for ourselves? -       What do you mean by a co-author book and what is the process? -       What is ‘lumpy mail'? -       What is the process for writing your book and tips on getting content written? -       Share about the relationship behind the scenes with your co-author -       What is your advice as a tax coach? -       What is the biggest tax mistakes people make?   Key Lessons Learned   Tax Coaches & Tax Mistakes -       Tax coaches are your strategists and planners who come up with a proactive 3-5 year plan that factors in personal goals and expected business growth -       A mistake is not deducting your home office expenses and mileage -       2014 tax deduction for mileage is $0.56c a mile -       Being in the wrong tax entity can cost you thousands of dollars   Co-Authored books -       Being an author is a great way to become an authority in your industry -       Figure out what your ‘prime writing time' is and stick to that schedule -       Since your name is on the product you have to be careful who you partner with (make sure you've known them a while and trust them) -       Do your research on your co-author to find out what their work ethic is and the quality of work they are producing -       Always make clear on who is doing what work when in a partnership -       Split the content with your co-author and commit to having chapters done by agreed upon dates   Lumpy Mail -       Lumpy mail is odd shaped mail that won't stay in the pile and is moved to the top of the pile. -       It has a better chance it will be opened due to its size and shape -       Lumpy mail is a marketing strategy   Deadlines -       When you are launching a podcast or a book you need to give yourself a launch date or it will never happen -       When choosing a launch date make sure to look at the time of year; day, month, and week. What is going on in your industry at that time? -       Find something that draws people to urgency when they are buying     Thank you for listening! If you enjoyed this podcast, please subscribe to the show in iTunes or Stitcher Radio! The music in today's episode was written by The Danger Os and produced by Nick Palmer. Check them out at https://www.facebook.com/thedangerosmakemusic    Links to Resources Mentioned Certified Tax Coach Adept Business Solutions Tax Coach 4 U Tax Pro Solutions Interview Connections Jim Palmer Stand Apart Dream Business Coaching Glambition Radio   Interview Requests Diane@adeptbusiness.biz Diane@taxcoach4u.com

Denise Griffitts - Your Partner In Success!
Why Didn't My CPA Tell Me About That???

Denise Griffitts - Your Partner In Success!

Play Episode Listen Later Sep 26, 2014 62:00


Denise Griffitts interviews Diane Gardner, "Your Tax Coach". Did you know that taxes are our biggest expense?  And did you know that owning your own business - even a startup or sideline business - is the best tax shelter in America? Are you taking advantage of every opportunity to lesson your tax burden? If you are like most of us, taxes are not only your biggest single expense but also your biggest nightmare. Can you imagine what you would do with an extra $15,000 per year? Sadly, that is the average amount small business owners waste in taxes that they just don't have to pay. Diane Gardner, "Your Tax Coach" is the best selling author of 'Stand Apart' and Why Didn't My CPA Tell Me About That?'. She has been working in the accounting field with small businesses since 1982 and is the founder of Adept Business Solutions and Tax Pro Solutions which meet the needs of her clients by providing accounting and tax planning services. Diane will share timely tax information that business owners and entrepreneurs can put to work immediately.      

Safeguarding Your Business with Ernie Bryan
004: How to Make Your Business Stand Apart and Business Tips from Tax Coach and Best-Selling Author, Diane Gardner

Safeguarding Your Business with Ernie Bryan

Play Episode Listen Later Sep 24, 2014 27:29


What steps should you take to safeguard your business?  Join us as Diane share numerous tips to make your business stand apart and expert tax advice for your small business. Diane Gardner is the founder of Adept Business Solutions and Tax Pro Solutions.  She is the best selling co-author of "Stand Apart: The World's Leading Expert Reveal Their Secrets to Help Your Business Standout From The Crowd to Achieve Ultimate Success" featuring Dan Kennedy.  Also "Why Didn't My CPA Tell Me That? Small Business Write-Offs, Conventional Tax Advisors Miss."  Diane's also the author of "Obamacare Survival Guide: How to Survive the Onslaught of Regulations, Mountains of Additional Paperwork and Added Expense."  Also, "10 Most Expensive Tax Mistakes that Cost You Thousands." Topics Discussed Diane's passionate about her trade and shared great information on the below topics. What's a Tax Coach and why you need one The eight tax deductions that most business owners miss Five ways your small business can stand out from the crowd Expensive tax mistakes that can cost you thousands Small Business Book Recommendations The Slight Edge: Turning Simple Disciplines into Massive Success and Happiness by Jeff Olson The Go-Giver: A Little Story About a Powerful Business Idea by Bob Burg and John David Mann Stick Like Glue - How to Create an Everlasting Bond with Your Customers So They Spend More, Stay Longer, and Refer More! by Jim Palmer Interview Links To contact Diane Gardner, reach her at - www.Adeptbusiness.biz SmoothSailOnlineSupport.com for Virtual Assistant support Transcript Click Here to Download the Transcript for Episode 4 (PDF)  

Practice Management Live
004 - Successful Tax Strategies

Practice Management Live

Play Episode Listen Later Feb 3, 2014 44:24


Jay Parks, CPA and Tax Coach, joins us in this episode to share strategies to help you minimize your tax burden and effectively plan and prepare for taxes during the year.  You don't want to miss this!

Cincinnati Business Talk
Cincinnati Business Talk #21 Michael McCormick, CPA

Cincinnati Business Talk

Play Episode Listen Later Jun 8, 2012 66:00


Cincinnati Business Talk highlights the positive side of Cincinnati area businesses. We will be talking to CEOs and business leaders who have won awards won, innovated with new products and services.   Today's guest is Michael McCormick, CPA.  He is a Tax Coach who helps client get discounts from the IRS. He helps clients successfully save money.   His perspectives on current HOT business topics. I would like to explore multiple points of view form different guests. The show will stream live on Friday, June 8th at 4 PM. Listen to this link: http://tobtr.com/s/3275063 You can listen to the show on Apple iTunes as a Podcast. You can add the podcast at:   http://www.blogtalkradio.com/Cincy-Business-talk.rss   You can add Cincy-Business-Talk as an RSS feed to your Outlook email program. The exact feed is http://www.blogtalkradio.com/Cincy-Business-talk.rss