CEO Moms Building Wealth: Tax Strategy for Female Service Providers
Welcome to the CEO Moms Building Wealth Podcast where we redefine success and empower moms to thrive in every aspect of life. We’ll dive deep into the unique journey of moms who are taking charge, building businesses, and creating wealth—because we know that life is about so much more than just financial success. Join us as we explore the stories, triumphs, and challenges of these incredible women who are balancing entrepreneurship, motherhood, and everything in between. We'll discuss strategies for building thriving businesses, nurturing our relationships, and taking care of ourselves—because let's face it, being a mom and a CEO requires a superpower. This isn't your average business podcast. We keep it real, raw, and relatable - just genuine conversations with amazing CEO moms who are rocking their lives while building wealth on their terms.
CEO Moms Building Wealth: Tax Strategy for Female Service Providers
128. The Truth About Your CPA & Tax Filing No One Is Telling You with guest Becca Aviles
In this episode, Kimberly brings on her right-hand woman and senior tax accountant, Becca Aviles, for an honest, behind-the-scenes look at the messy tax returns, illegal strategies, and lack of client education they keep seeing from other firms. They unpack what should really come with your tax return (spoiler: depreciation schedules matter), why asking “why” is essential, and how The Tara CPA Firm is rewriting the rules. If you’ve ever felt confused, dismissed, or flat-out ignored by your CPA, this episode will help you feel seen—and empowered to expect better.
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Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/
Website: https://www.taracpafirm.com/