• #34 Benefits of Proactive Tax Planning vs. Reactive Tax Filing

  • Feb 11 2025
  • Length: 19 mins
  • Podcast

#34 Benefits of Proactive Tax Planning vs. Reactive Tax Filing

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  • Summary

  • I’m excited to announced that SmartBooks Head of Tax Greg Reed is now officially a Certified Tax Coach. Tax planning and minimization has been a core part of our tax practice. With advanced study with the American Institute of Certified Tax Planners, Greg will be able to do even more to help business owners pay less tax.

    More specifically, this episode includes:

    • Accountants, CPAs, and other roles to fill in your accounting team
    • Benefits of working with a Certified Tax Coach
    • The right time to do tax planning
    • Tax tactics vs. a comprehensive tax strategy
    • Greg saves a SmartBooks client $200,000 in taxes
    • Documentation is key to being able to justify tax deductions

    Reach Greg Reed at greed@smartbookstax.com or book a meeting with him at smartbookstax.com.

    Send us a text

    Thanks for listening!

    Host Cal Wilder can be reached at:
    cal@empoweringhealthybusiness.com
    https://www.linkedin.com/in/calvinwilder/


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