The word “taxes” makes many break out in a cold sweat, feeling stressed. But it doesn’t have to be that way with the proper planning and the right information. In this conversation, I speak with my friend Tatiana Tsoir, an award-winning accountant and business turnaround advisor about the topic of taxes and planning. We will uncover some insights that will help all of us with our end-of-the year planning as well as create a strategy for the future.

Takeaways:

1-Taxes are not a once-a-year event. Be proactive all year with accounting.

2-There is a “taxpayer bill of rights.” Are you familiar with it?

You can reach Tatiana at: https://www.linzacpa.com and tatiana@linzaadvisors.com

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CHAPTERS:
00:00 - Introduction
01:20 - Tatiana Tsoir
05:22 - Pre-planning Strategies
07:18 - Tax Planning for Small Businesses
11:31 - Understanding the Taxpayer Bill of Rights
12:18 - Importance of a Tax Strategist
21:40 - CPA vs. Tax Strategist: Do You Need Both?
30:40 - Special Training for Tax Professionals
31:15 - Year-End Tax Preparation Tips
34:07 - Importance of Updating Financial Records
35:31 - Cash Basis Accounting Explained
38:50 - IRS Safe Harbor Procedure Overview
40:15 - Author's Journey: Why Write a Book?
43:16 - Key Takeaways for Viewers
44:54 - How to Contact Tatiana Tsoir
45:50 - Outro