Small Business | Big Insights

Avoiding Common Tax Mistakes: Lessons from an Accountant with Tara Robertson (Zenbooks)

Eric Saumure

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In this episode of the Small Business Big Insights Podcast, Eric welcomes Tara Robertson, a senior accountant at Zenbooks.  Tara shares valuable insights on business taxation, her journey in the industry, and even some tax horror stories. They discuss the critical role tax accountants play, share tips for small business owners, and address common myths about business taxes in Canada. 


0:30 Introducing Tara Robertson: A Journey in Accounting 
1:34 The Cyclical Nature of Tax Season 
4:08 Tax Horror Stories and Lessons Learned 
6:59 Saving Clients Money 
10:43 Unexpected Deductions and Client Conversations 
14:15 Advice for Small Business Owners 
20:10 Managing Stress and Fostering Team Spirit 
23:33 Future Tax Changes to Watch Out For 
25:50 The Importance of Professional Help 
27:10 Tara's Interests 
28:31 Final Thoughts and Contact Information 

Tara Robertson  
tara.Robertson@zenbooks.ca 
linkedin.com/in/tararobertsonaccountant 

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