What Your CPA Wants You to Know
A podcast for entrepreneurs! We are a husband and wife team running our CPA firm together. We know just how difficult it can be to take your business dream to a reality. Our mission for this podcast is to guide, empower, and educate entrepreneurs in an easy-to-understand way! We want business owners to have the information that they need when they need it, AND without the hefty accounting invoices from a CPA! Follow along for practical advice, tips, and tricks from a CPA who knows what it is like to run a business, and strategies to keep your business thriving from an MBA! We will also show you how to run a business while keeping your family and sanity intact along the way!
What are you waiting for???
Podcasting since 2022 • 114 episodes
What Your CPA Wants You to Know
Latest Episodes
113. Your CPA-Approved Checklist To Crush December
We share the exact year-end checklist we use with clients to cut tax surprises, choose smart purchases, and get January filings done without the scramble. Clean books, a clear tax projection, and a few organized documents can change your entire...
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Episode 113
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17:08
112. Our CPA Betrayal List
We share the CPA betrayal list: the habits that raise your bill, drag your return past deadlines, and create tax shocks. Practical fixes help you file on time, clean up your books, and save cash for taxes without the last-minute panic.<...
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Episode 112
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32:06
111. Tax Updates: Gambling Income, Marketplace Insurance, & Homeschool Credits
We unpack how gambling wins turn into taxable income even when you net a loss, why Oklahoma’s rules are especially harsh, and how marketplace health credits can trigger surprise paybacks. We close with a Texas update on tax-related credits for ...
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Episode 111
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19:42
110. Ten Year-End Tax Moves to Cut Your 2025 Tax Bill for Business Owners
We share ten year-end tax moves that actually save money when done before December 31, from bonus depreciation and retirement setup to the Augusta rule, income timing, and a no-drama plan to clean up your books. The focus stays on practical ste...
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Episode 110
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21:31
109. All about the Backdoor Roth IRA
We break down how high earners can legally fund a Roth IRA using the backdoor method, why it matters for business owners with variable income, and where people go wrong. We share the exact steps, the pro rata trap, and the one IRS form you must...
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Episode 109
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14:30