March 2, 2025 • 36 mins
Take the stress out of tax season! As a former tax preparer for 8 years, Lauren shares powerful insights on how to transform your relationship with taxes from one of dread to empowerment.
In this episode...
🔥 Why tax avoidance creates a "concrete ceiling" that limits your income potential
✨ The perfect timing for gathering your tax documents (and why earlier is always better)
💸 Why working with a tax preparer is worth every penny (even if you're DIY-minded)
💫 How to reframe tax season as a powerful business review ritual
🧠 Practical ways to stay relaxed during tax season (key for maintaining an open abundance channel)
🪄 The "pay to play" mindset shift that helps you make MORE money by embracing taxes
Whether you're already on top of your taxes or still in avoidance mode, this episode offers a refreshing perspective that bridges practical advice with energetic principles to help you navigate tax season with confidence, clarity, and ease.
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🎙️ Brought to you by Lauren Poppins Raye
Receive your Cosmic Cash Codes: cosmicb.link/cashcodes
Find out your Money Attachment Style: cosmicb.link/quiz
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Connect with Lauren on Instagram: @laurenpoppinsraye
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
(00:00):
At the time this episode isairing, we are halfway through
(00:04):
tax season for tax year 2024.
So this feels like the perfecttime to touch down and drop in
around the important things tokeep in mind to be in alignment
during this time of year versuswhat is much more common.
And.
I'm going to go into the what,the why, the how, so many
(00:27):
important pieces that I feelqualified to impart to you as
somebody that was a tax preparerfor eight years and worked
closely and firsthand with somany business owners that ended
up transforming theirrelationship with their taxes
through their work with me.
And this is something that Istill feel so passionate about
(00:49):
offering even though I am nolonger a tax preparer, which by
the way, if you are listening tothis and you need tax support, I
do have an excellent referral.
So definitely reach out ifthat's you.
But regardless, I have some tipsto offer you to make tax season
not only a time that you don'tdread, but actually look forward
(01:12):
to and navigate and move throughin a way that feels really
empowering.
And I want to say first thingbefore I even dive into
unpacking all of this is thatthis will be my third tax return
on the other side of things notas a tax preparer as somebody
that just like you and everybodyelse is tasked when this time of
(01:35):
year rolls around with gettingall of my numbers together,
getting all of my documentstogether and handing it over to
my tax preparer.
So although I'm speaking to youfrom a position of expertise,
having been a tax preparer forso long, I'm also speaking to
you in a relative way in thetrenches as somebody that now
(01:55):
navigates tax season just likeyou do.
And so these things that I'mgoing to speak about are
actually coming from both sidesof the fence, knowing that they
are absolutely valuable andimportant from both
perspectives, the tax preparerand the tax filer working with
one.
Okay, the first thing I want tospeak to is around the avoidance
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piece, which one is all toocommon, two is something that I
have now experienced as a filer.
When I was a tax preparer, Ioften waited till the end anyway
to do my own taxes because I wasso busy with client returns, so
I wouldn't have called itavoidance then because it was
(02:37):
just a strategy decision aroundprioritizing my clients in their
time of need.
However, I absolutely experiencethat now.
Not ultimately, I would say.
Even as of the recording of thisepisode, February is not over
and I did get everything over tomy tax preparer a couple of days
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ago.
So I'm definitely ahead of thecurve as far as that goes, but I
felt the dread and the wantingto put it off because it just
felt so big.
And this is even from someonethat keeps good records, but
even so I needed to go get myprofit and loss statement ready,
go through and make some littleadjustments, realizing things
(03:21):
that were missed and notaccounted for, various little
things like figuring out mymileage, calling my car lender
and finding out the interestthat I paid on my loan in the
last year, logging in to myutility accounts to see and add
up the amounts that I paid formy electricity and propane for
(03:46):
my home office deduction.
Having to figure out the missingamounts on my Coinbase gain and
loss report for my crypto.
Anyway, you get the idea.
A bunch of little things that Ineeded to do to get everything
together, even as someone thatkeeps great records.
There's stuff that we have totrack down.
So I felt the power of theheaviness of that avoidance
(04:08):
leading up to it.
And then eventually just decidedone day there were other things
that I would so much rather haveworked on or that I felt behind
in, things that are more a partof my routine and regular
workflow, but I just decidedthat day, screw it, I'm spending
today on my taxes.
I'm getting this off my plate.
I'm going to eat the frog.
If you've heard that expression,I want to be done with this.
(04:31):
I want to get this stuff over tothem.
and.
I probably don't need to tellyou, there was huge relief on
the other side of that.
The difference between avoidanceand then being on the other side
of just doing the damn thing ishuge contrast, feels totally
different, and delivered me to astate of relaxation around it.
And I wanted to point to thisbecause Whether it's avoiding
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doing your bookkeeping in realtime or avoiding getting your
stuff together for your taxesonce a year, or avoiding
learning what you need to to beable to stay on top of this
stuff.
The avoidance is big and heavyand keeps you from that space of
relaxation, which when it comesto being connected with your
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flow of abundance is socritically important.
If we are not in a relaxedstate, then we are not in a
receptive state.
And if you want to be an openchannel for abundance, for
financial flow, for more moneyto flow to you and through your
business, then you need to be ina relaxed state.
(05:40):
So that's a big part of why Ioffer all of the support around
finance that I do is becausepeople often feel much more
comfortable working with me thansome suit and tie.
And we're able to connect dotswith bigger, universal, natural
truths and energetic principles.
(06:01):
And we're able to connect thedots with astrology and how
you're uniquely designed to makemoney.
In any case, I am uniquelypositioned to be able to support
so many people that wouldotherwise continue avoiding this
stuff, to embrace it so that youcan get to a point of feeling
chill, relaxed, and empoweredaround this so that you can be
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an open and receptive channel toabundance.
The difference is huge and it'snot something that you can
really wrap your mind around.
It's something that you reallyjust feel and experience when
you actually start to face thesethings, eat these frogs, get to
the other side and experiencethe difference.
So that's a big reason for thisepisode today.
I just want to leave you withsome things that will definitely
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help you because they helped somany clients before you to get
to a relaxed, confident, chill,and empowered space around your
relationship to tax season, nowthat we are balls deep in it, at
the halfway point of it thisyear, but that rolls around
every year.
So that you can shift yourrelationship to it and
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ultimately to your channel ofabundance and be more open to a
more reliable free flow withinit.
So the first tip that I want togive you is around timing.
And this is probably going toseem pretty obvious, but I want
to break it down into all of thekind of nuanced angles of why it
is true that you should not putit off and you should do it
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earlier rather than later in theseason.
So timing wise, you can expectto have received all of the tax
documents that you're going toeither digitally, in your email,
or snail mail in your mailbox,by the first week of February.
So free pass not to even thinkabout tax season starting until
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the second week of February.
Which is cool because it givesyou some time after year end,
all of January and the firstweek of February to get your
shit together.
And I super suggest andrecommend that you start
thinking about that right at thenew year rather than waiting
until it actually being taxseason to start thinking about
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this stuff.
If you get going on New Year'sor right after your
celebrations, you're much morelikely to be able to hit the
ground running with your taxpreparer when tax season
actually starts or as soon aspossible after.
And I'm gonna drop a piece righthere that I'm gonna circle back
to later in this episode when Italk about a reframe around what
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this time even is and is for,but I want to tease now relevant
to the timing piece on that thisis an opportunity for you to
like mindfully and rituallyclose the prior calendar year to
completely free yourself toembrace and step into the next
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year.
So, you know, such a big part ofritual is mindfully and
intentionally acknowledging theclose of one cycle and the
opening of the next.
And your tax return is a verycomprehensive and official way
to do this between calendaryears for your business.
So one reason that it's such agood idea not to wait too long
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and to really get going onfiguring out all of those pieces
and getting everything sortedpretty close to the new year
after the new year is why wouldyou wait to close that last
chapter if there are stillenergetic outliers and threads
and things that aren't clearedto clear and open the space for
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the next year.
You're not properly able to openinto a more expansive realm of
possibility for the new year.
So you want to do that asquickly as possible.
And it feels really good toclose that last year.
That's a lot of happening thatwe are given the opportunity
each calendar year to bring to aclose.
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So that's one thing.
I mean, I can give you theexample.
It's like, It gives us thisopportunity to bring big picture
perspective to things, right?
And it's interesting, we are bynature trackers, and when we
take this opportunity each yearwithout duress, stress, and
urgency, when we show up in achill, mindful, and intentional
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way to do this recap and closingof each prior year to prepare
for tax season, we're able tosee certain things and connect
dots and notice patterns thatcan be helpful in terms of our
strategy around our money flow,but can also just be really
interesting.
I have the example that when Iwent to track my mileage and put
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it next to the total mileagethat I've driven each year for
the last three years, I noticedthat there has been a downward
trend where first it was 13, 000total miles, then 9, 000 total
miles, then 6, 000 total miles.
And it was this moment where Ijust like giggled at myself.
I'm like, oh my goodness, I amso trending home body anymore
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lately, right?
So this is one example of thelighthearted and interesting
approach and relationship youget to have to this stuff when
you're not scrambling lastminute, feeling pressured and
super stressed out.
Like when instead you're justable to take your time and lean
in and have it be an interestingand illuminating experience to
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go figure out your last yearnumbers and be able to look at
them against the numbers ofprevious years.
So, that brings me to the secondreason, yo it is so stressful to
wait till the last minute.
Whatever part of this stuff isalready not fun for you, if you
add to it that you are underpressure to meet a deadline and
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you're trying to do thesethings, feeling forced and
stressed, that just sucks.
And I can't speak personally onthe tax paying side as being one
of these people because althoughI experienced my own dance with
resistance and avoidance, I doend up doing them in a timely
manner.
But I can tell you from the taxpreparer side that I witnessed
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and supported so many clientsthrough being in that position.
And not only is it, you know,nervous system and emotional
body super dysregulating anduncomfortable to be stressed and
rushed like that, you also endup making more mistakes, like
you suck more at it, basically,you're not able to embody the
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version of yourself that's goingto flow with it and be skillful
at your ability to get yourstuff together.
It's just like brings out theworst in you and is the most
unfun time that this task couldpossibly be when you wait till
the last minute.
So now if you're listening tothis in this moment, you are not
there yet.
There is still time for you tomake the decision here and now
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that you are going to sacrificesomething else and just decide
one day that this is the day.
Put it on your calendar rightnow.
Go look at a day that makessense that you can say, this is
the day that I'm going to devotemy time and energy to getting my
stuff together for my taxes.
And then look at the next day onthe calendar, even put this in
there, if it's helpful for you.
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This is the day that I'm goingto feel the relief on the other
side and the relaxation ofhaving this done.
The other reason that I want topresent to you that you probably
shouldn't and don't want to waittill the last minute to get your
stuff together for your taxes Isbecause your tax preparer is
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supporting a lot of people withthis.
A lot of people do wait till thelast minute.
And if you do it earlier in theseason, you're also working with
the least stressed and bestversion of your tax preparer.
So you are more in flow withyour tax preparer and your dance
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with them as part of your filingexperience, the earlier in the
season you reach out to them todo this.
That's the selfish angle.
The other way of saying it is,yo, do them a solid.
Don't be one of those people.
It just feels so much better notto be one of those people and
not to be a part of thatexperience, that portion of the
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season where it's rushed,urgent, stressful, high stakes
for everyone involved.
You have the choice, so why notdo it when it's so much more
chill?
Just a few weeks earlier, you'rereally not saving yourself that
much time by putting it off.
Some logistical reasons worthmentioning.
One, I found that there was anignorance piece around why self
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employed people would wait solong, and it was because they
didn't want to have to pay theirtaxes that they owed any sooner
than they needed to.
So let me be the one to tellyou, remind you, illuminate for
you that the way it works iseven if you file your tax return
before April 15th or whateverthe filing deadline is, that
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money is not actually going tobe taken out of your account
until the filing deadline.
So that is absolutely a nonissue, non reason.
No matter how early in theseason you do it, that is not
going to affect when youactually have to pay the money
you owe.
So let's just strike that reasonfrom the record immediately.
If that was something that youhad in the back of your mind,
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justifying taking longer to fileyour taxes.
And the other one is thatrealistically what would often
happen that I saw with so manyclients for those that did wait
till the last minute is a goodpercentage of them would end up
just having to file late becausethey just, the pressure was too
much, they couldn't get it donein that crunch time right before
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the deadline.
So they either filed anextension if, you know, we were
working together already on it.
Or, they were so avoidant theydidn't even file an extension,
either way, you end up payingmore.
So whatever you would have owed,there's going to be late fees,
penalties, and interest, somecombination of those, if you
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don't file by the actualdeadline.
So that's the other reallypractical reason, the earlier
you do it, the more you setyourself up for the near
certainty that you're not goingto have to pay any more then you
absolutely have to.
Okay, that's what I have for thetiming piece I hope that I have
made a sufficient case from somany different angles of why
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There is no reason to wait tillthe last minute and it is just
such a better and moreproductive and cheaper
experience to do it earlier inthe season My next tip is that
you do work with a tax preparer.
I had a lot of people that wouldask me like, you know, couldn't
I just do this on TurboTax?
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They'd go to fill out theorganizer and they're like, if
I'm just giving you all thisinformation anyway, why don't I
just put it on my tax return?
Why am I paying you to do thisfor me?
And they just didn't understandwhy if they're the ones that are
keeping track of everything,doing their bookkeeping, handing
everything over, why they needto have the middleman of a tax
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preparer when it comes to filingtheir taxes.
And before I give my answer tothat and my reason why I
absolutely think It's a goodidea to have a tax preparer.
And even as someone that coulddo my own taxes and obviously
know enough to be able to dothat, I don't choose to do that.
I choose to pay a preparer.
But before I get into that, Iwant to tell you what would
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usually happen for the peoplethat did go the TurboTax route
is that they would end up comingback to me anyway, often last
minute, often like, man, can youfile an extension?
I tried to do it myself or, youknow, they'd reach out to me
wanting help with it.
And I'm like, that's not whattax preparers do.
We don't help you with TurboTax.
So I can tell you that mostpeople's experience is it didn't
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work out for them and let meunpack why this is usually the
case for self employed people.
So for somebody that just has aW2, you can probably get by just
using something like TurboTax orH& R Block online.
You're literally just inputtingnumbers.
There's no wiggle room.
There's nothing crafty orcreative that is available
really for you to do there.
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So it's usually okay.
But when it comes to being selfemployed, there are so many
moving parts and yes, you arethe one as the business owner
that is actually keeping trackin real time, hopefully, or
gathering a year's worth foryour taxes.
You're the one that is actuallymaking the purchases, hopefully
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separating between your businessand personal accounts.
You're the one doing it allbehind the scenes.
So why is it important to pay atax preparer?
There's a few reasons.
One is the accountability piece.
Like I said, even as somebodythat is not as avoidant as most
that usually does it quite ontime, having someone that I know
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is on the other side waiting forme to get that to them makes a
world of difference for me.
I'll give you the parallelexample of that my husband and I
had tried various couplestherapists doing that kind of
work and maintenance on ourrelationship is really important
to us.
And we had tried a few couplestherapists until finding the one
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that we're using now, which isjust in a whole nother league.
She's amazing.
She is totally worth every pennythat we're paying her.
But before we found her, thecouple other people that we had
worked with, we would talk aboutit and it didn't really feel
like we were getting much out ofit.
The support that they wereoffering was mostly holding
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space like compared to thesupport that we're getting now,
it just didn't feel like we weregetting the guidance or making
the progress or having thetransformation that we were
hoping to experience.
But what we agreed on every timeacross the board is that it was
worth it to have thataccountability that we had a
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certain scheduled time withsomebody else on the other line
to show up for our relationship.
So, just that accountabilitypiece.
Or I'm sure you've experienced,when it comes to anything in
your business, any like courseor class you've taken.
If you just do the DIY version,you don't get as involved or get
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it done as timely as when youhave a coach that is in a
telegram chat with you, like Ido with my clients in Cosmic
Currency, or somebody that'sactually there with you next to
you, keeping you accountable.
It just makes a world ofdifference.
So when it comes to thiscommonly avoided and potentially
stressful thing of filing yourtaxes, having somebody else that
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you're working with to keep youaccountable on timing, to not
let you get stuck, to becarrying the brunt of things so
that you don't feel like you'recarrying it all on your
shoulders and have it feel heavyor daunting.
Again, feeding the avoidance.
It's just so helpful to havesomebody else that you're
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working with each year.
Somebody that's sending youreminders.
It's time.
Somebody that's providing youresources to make it easy and
flow seamlessly for you.
Obviously something that I usedto do for eight years for my
clients.
I still support in various waysthat help with this, but not
specifically, obviously withfiling your taxes.
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I mentioned before I'll mentionat the end, I do have an
excellent referral if you needone.
But that's one reason it's justreally helpful, like in anything
to have accountability, to havesupport, to not try and do it
yourself.
And when you're a businessowner, it's complicated.
It's not a simple tax return.
So it's really helpful to havesomeone supporting you through
that.
And that brings me to my nextpiece that it is complicated.
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And I said, you know, if youhave a just a W 2, if you're not
self employed, you can probablyget away with it.
Even then though, it is not asimple thing, which is dumb.
I really think it could be asimple thing.
My dad used to always say, Iforget what exactly he called
it, but like the way that hewould talk about the complexity
of the taxation system was thatit was basically job insurance
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for tax preparers, because it'sjust too complicated for the
common person that's not doingthe continuing education and
constantly keeping up with allthe things that are changing.
Like it just does not make sensefor somebody to do.
They did it that way, whatever,on purpose, by design, but it is
not a simple thing.
So it's helpful to enlistsomebody that it is their
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profession to keep up with thechanging tax laws to make sure
that you don't miss anything.
And this brings me to my thirdthing, which is that you don't
want to miss anything.
It is 9 times out of 10.
The amount that you pay a taxpreparer to do your tax return
is going to be way less than theamount that you might have had
to pay because you just didn'tknow about a certain credit or
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loophole or something.
Tax preparers are able to makesure through their knowledge of
the complex web of the taxationsystem and the current year tax
rules to make sure that you'regoing to pay the least that you
possibly can.
And that's usually going to be asavings that far exceeds the
amount that you have to pay thetax preparer to file your taxes.
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And of course, what you pay themis a write off.
So you get that benefit as well.
And lastly, I think it's a greatidea to have a tax preparer
because they are just a secondeye to have on things.
They can catch mistakes that youmade.
When it comes to most things,it's really helpful to not try
and do every side of it at once.
So like, for example, when itcomes to writing, it's a good
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idea to write first, edit laterwith the fresh editing brain,
because that's just such adifferent mind that you need to
have.
Or when you are buildingsomething online, It's such a
good idea to focus separately onthe creative process around what
you're actually creating.
And then on a different day witha different mind, go in and plug
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things into the actual tech tooland tech platforms.
This is just smart strategy withanything.
It brings out more efficiency inus.
We're able to do better in lesstime, ultimately, when we batch
things like that, so we can showup with different parts of our
brain.
This is true for tax stuff,because It's like when you're
staring at a word for too longand it starts to look weird,
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right?
Like, when you are deep in thetrenches of getting everything
together, it's hard to see theforest for the trees.
And so, it's a really good ideato then have a tax preparer that
you hand everything to, to havethat second eye on everything
that you gathered together, sothat they can notice if anything
looks weird or off, or whatever.
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I'm not going to give an examplebecause there's so many
different ways that this couldshow up, but I hope that the
examples suffice of all of theseother areas of our lives where
this is a good idea.
It's a good idea for your taxestoo.
You can't expect yourself tocatch the mistakes that you may
have made while you're deep injust trying to get everything
gathered and together.
And my last big tip that I wantto give circling back to
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something that I teased earlieris just a suggestion on how to
frame and reframe likely whatthis time of year is for you and
your business.
So I mentioned that this is anexcellent opportunity to
mindfully close the last year bybringing awareness to the bigger
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picture of your numbers, beingable to compare them to previous
years to see trends or patternsand to be able to have that
scanned out even bigger pictureperspective of tracking from
year to year because you'refiguring out these same metrics
each year and then you'reputting it on a tax return and
having this really officialsynthesized version of like a
(26:10):
snapshot of what happened forthat year.
Super valuable, but I want totake it a step further that when
it comes to good tracking, youprobably know or can imagine for
somebody that tracks in nature,which is an evolutionary skill
and leg up that we have hadhistorically, something that
human beings are very good at.
(26:32):
And has gotten us very far inlife.
It's not just being able to spottrends in the past.
That's the means to an end ofour actual skill, which is being
able to project into the future.
So when you are doing thisyearly and seeing it ideally as
another opportunity, each taxseason to do this again and add
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another data point to thistracking trajectory, that then,
you can look into the next yearand be able to make any changes
that would be helpful for yourmoney flow and bottom line.
Maybe through this process younotice that certain offers or
revenue streams are moreprofitable than others.
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Maybe you use that as a nudge toeither double down on something
that's working really well orgive some more attention and
energy to something that's beenfalling behind to bring it up to
speed with the rest.
On the expense dial side ofthings, maybe you realize
through, you know, getting youryearly numbers together that
you've been spending way toomuch on an expense that just
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isn't bringing you the return.
It doesn't have an ROI tojustify it.
So maybe you do some trimmingand hedging to your expenses.
There's strategic pieces thatvery clearly and obviously come
into view when you look at thebigger picture like that, that
you do when you're looking ateverything for your taxes each
year.
Also on the more energetic sideof things, so that's the
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practical side, like hardnumbers, how can things be
shifted?
How can the income and expensedials be adjusted to be able to
bring more profit into theequation?
You also have the informationand the awareness that you need
to be able to set reallygrounded and effective
intentions for your next year.
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So just by kind of feeling outthe trends and again, as
trackers, like feeling intowhere that's taking you, meeting
that very mindfully with whatyour intention is for the next
year.
And being able to kind of meetthe reality of your situation
halfway.
with the intentions that youwant to co create and bring into
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the mix to help direct whereyou're heading.
The other reframe piece that Iwant to offer you here is
something that I like to callpay to play.
So when it comes to anyavoidance that you may have just
simply because you don't want tohave to pay a part of your hard
(29:04):
earned money to the government,right?
And to taxes, so maybe you avoidit because of that.
But what ends up happening isobviously you need to anyway, or
you don't, you decide thatyou're not going to anyway.
And you have this heavy burdenthat ends up manifesting as like
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a concrete ceiling that keepsyou from making more.
Ultimately you are keepingyourself smaller.
And so you are actually makingless, like it seems like, Oh, I,
I don't want to have to paymoney to the government because
that means more in my pocket.
But what actually happens is youdo end up owing more because you
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are not taking the time to dothis properly to make sure that
you can maximize your write offsand owe as little as possible.
So you owe more.
That may end up accumulating soone day down the road, if you
haven't been paying taxes atall, you end up having to do a
bunch of years at once.
Not only that, they're stackedwith penalties and interest
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because they're late.
So, the, the numbers end upreally getting bloated and
inflated of what you'll actuallyhave to pay.
But also that avoidanceliterally keeps you under that
concrete ceiling of not beingable to make as much whereas if
you do this mindfully andintentionally you accept and
align with the fact that this ispart of the rules of the game
(30:28):
that we're playing in, you setaside money.
You not only set aside money topay your taxes from what you
make, but you price yourofferings based on being able to
set aside that money for yourtaxes.
So when you show up in that way,mindfully and intentionally, you
don't end up, it's like no skinoff your back.
It's actually no extra.
(30:49):
You're accounting for that.
You're setting it aside so itdoesn't blindside you when you
go to have to pay your taxes andit just becomes part of it.
Pay to play.
And you actually end up gettingto keep more, make more, and
circulate more because you areintegrating this part of it into
your business money flow.
Of course, this is a big part ofhow I still support clients, all
(31:12):
of this stuff around themindset, the backend systems,
the setting aside for taxes, thepricing your offerings based on
taking all of these variablesinto account.
Basically, the strategic backendstuff to not only make more,
grow more, but be able to have asuper chill tax season every
(31:32):
year because you are on top ofthings in real time and ready to
go when tax time hits each year.
If you need help with anythingrelated to your taxes, please
reach out.
I have so many resources to makethis time of year easy and feel
awesome.
I have a tax referral that'sexcellent.
A woman who is my age, also amama.
(31:56):
She's a Virgo Sun.
I'm a Virgo Moon, but ishonestly just a genius at this
stuff.
And I see her as this reflectionof myself.
If I also felt like big picturepassion around continuing to run
a tax referral, practice.
Like what she has created andthe way that she supports people
(32:16):
and bridges worlds to do so iswhat I would have envisioned
creating if my time didn't cometo go in a different direction.
So can't recommend her highlyenough.
She's into astrology and coolinvisible realm stuff too that
animates us in these areas.
And if you vibe with me, you'llvibe with her.
(32:36):
So definitely reach out.
You can also go tocosmicb.link/taxes to request a
direct introduction to her.
But if you need help withabsolutely anything else, if you
could use some education aroundthis stuff to just understand
why it all works, if that's beensomething that gets in the way
for you, if that's a part ofwhat feeds your avoidance, let
(32:58):
me teach you.
I have some super low priceresources available for you to
get you the education you needthat you were never taught in
school.
If you need some resources to goback and piece together all the
stuff from the last year becauseyou weren't keeping good
records, I can help you withthat.
If you're ready to get a systemin place to start tracking
(33:20):
things in real time, I can helpyou there.
If you're craving some of thatlike world bridging stuff, I've
got my Cosmic Cash Codessession.
We can dive into your astrologychart to better understand your
unique relationship with moneyand how it can be as ideal and
abundance generating aspossible.
Don't let yourself get stuck inavoidance right now.
(33:42):
If you have not already gatheredand provided everything from
your last year, 2024 of businessto a tax preparer, please reach
out.
Whatever it is that's in the wayfor you, I can help you with
that.
And if you don't yet havesomeone to actually help you
with the filing, I have aresource for you too.
So please don't let yourself getstuck in avoidance.
Don't let yourself put this offto cost you more, both in money
(34:05):
and stress.
Let this be the year finallythat you decide you're not going
to let this piece stand in theway of feeling expansive and in
flow with your businessfinances.
I got you.
At the time this episode isairing, we are halfway through
(00:04):
tax season for tax year 2024.
So this feels like the perfecttime to touch down and drop in
around the important things tokeep in mind to be in alignment
during this time of year versuswhat is much more common.
And.
I'm going to go into the what,the why, the how, so many
(00:27):
important pieces that I feelqualified to impart to you as
somebody that was a tax preparerfor eight years and worked
closely and firsthand with somany business owners that ended
up transforming theirrelationship with their taxes
through their work with me.
And this is something that Istill feel so passionate about
(00:49):
offering even though I am nolonger a tax preparer, which by
the way, if you are listening tothis and you need tax support, I
do have an excellent referral.
So definitely reach out ifthat's you.
But regardless, I have some tipsto offer you to make tax season
not only a time that you don'tdread, but actually look forward
(01:12):
to and navigate and move throughin a way that feels really
empowering.
And I want to say first thingbefore I even dive into
unpacking all of this is thatthis will be my third tax return
on the other side of things notas a tax preparer as somebody
that just like you and everybodyelse is tasked when this time of
(01:35):
year rolls around with gettingall of my numbers together,
getting all of my documentstogether and handing it over to
my tax preparer.
So although I'm speaking to youfrom a position of expertise,
having been a tax preparer forso long, I'm also speaking to
you in a relative way in thetrenches as somebody that now
(01:55):
navigates tax season just likeyou do.
And so these things that I'mgoing to speak about are
actually coming from both sidesof the fence, knowing that they
are absolutely valuable andimportant from both
perspectives, the tax preparerand the tax filer working with
one.
Okay, the first thing I want tospeak to is around the avoidance
(02:16):
piece, which one is all toocommon, two is something that I
have now experienced as a filer.
When I was a tax preparer, Ioften waited till the end anyway
to do my own taxes because I wasso busy with client returns, so
I wouldn't have called itavoidance then because it was
(02:37):
just a strategy decision aroundprioritizing my clients in their
time of need.
However, I absolutely experiencethat now.
Not ultimately, I would say.
Even as of the recording of thisepisode, February is not over
and I did get everything over tomy tax preparer a couple of days
(02:57):
ago.
So I'm definitely ahead of thecurve as far as that goes, but I
felt the dread and the wantingto put it off because it just
felt so big.
And this is even from someonethat keeps good records, but
even so I needed to go get myprofit and loss statement ready,
go through and make some littleadjustments, realizing things
(03:21):
that were missed and notaccounted for, various little
things like figuring out mymileage, calling my car lender
and finding out the interestthat I paid on my loan in the
last year, logging in to myutility accounts to see and add
up the amounts that I paid formy electricity and propane for
(03:46):
my home office deduction.
Having to figure out the missingamounts on my Coinbase gain and
loss report for my crypto.
Anyway, you get the idea.
A bunch of little things that Ineeded to do to get everything
together, even as someone thatkeeps great records.
There's stuff that we have totrack down.
So I felt the power of theheaviness of that avoidance
(04:08):
leading up to it.
And then eventually just decidedone day there were other things
that I would so much rather haveworked on or that I felt behind
in, things that are more a partof my routine and regular
workflow, but I just decidedthat day, screw it, I'm spending
today on my taxes.
I'm getting this off my plate.
I'm going to eat the frog.
If you've heard that expression,I want to be done with this.
(04:31):
I want to get this stuff over tothem.
and.
I probably don't need to tellyou, there was huge relief on
the other side of that.
The difference between avoidanceand then being on the other side
of just doing the damn thing ishuge contrast, feels totally
different, and delivered me to astate of relaxation around it.
And I wanted to point to thisbecause Whether it's avoiding
(04:55):
doing your bookkeeping in realtime or avoiding getting your
stuff together for your taxesonce a year, or avoiding
learning what you need to to beable to stay on top of this
stuff.
The avoidance is big and heavyand keeps you from that space of
relaxation, which when it comesto being connected with your
(05:19):
flow of abundance is socritically important.
If we are not in a relaxedstate, then we are not in a
receptive state.
And if you want to be an openchannel for abundance, for
financial flow, for more moneyto flow to you and through your
business, then you need to be ina relaxed state.
(05:40):
So that's a big part of why Ioffer all of the support around
finance that I do is becausepeople often feel much more
comfortable working with me thansome suit and tie.
And we're able to connect dotswith bigger, universal, natural
truths and energetic principles.
(06:01):
And we're able to connect thedots with astrology and how
you're uniquely designed to makemoney.
In any case, I am uniquelypositioned to be able to support
so many people that wouldotherwise continue avoiding this
stuff, to embrace it so that youcan get to a point of feeling
chill, relaxed, and empoweredaround this so that you can be
(06:24):
an open and receptive channel toabundance.
The difference is huge and it'snot something that you can
really wrap your mind around.
It's something that you reallyjust feel and experience when
you actually start to face thesethings, eat these frogs, get to
the other side and experiencethe difference.
So that's a big reason for thisepisode today.
I just want to leave you withsome things that will definitely
(06:47):
help you because they helped somany clients before you to get
to a relaxed, confident, chill,and empowered space around your
relationship to tax season, nowthat we are balls deep in it, at
the halfway point of it thisyear, but that rolls around
every year.
So that you can shift yourrelationship to it and
(07:08):
ultimately to your channel ofabundance and be more open to a
more reliable free flow withinit.
So the first tip that I want togive you is around timing.
And this is probably going toseem pretty obvious, but I want
to break it down into all of thekind of nuanced angles of why it
is true that you should not putit off and you should do it
(07:31):
earlier rather than later in theseason.
So timing wise, you can expectto have received all of the tax
documents that you're going toeither digitally, in your email,
or snail mail in your mailbox,by the first week of February.
So free pass not to even thinkabout tax season starting until
(07:53):
the second week of February.
Which is cool because it givesyou some time after year end,
all of January and the firstweek of February to get your
shit together.
And I super suggest andrecommend that you start
thinking about that right at thenew year rather than waiting
until it actually being taxseason to start thinking about
(08:13):
this stuff.
If you get going on New Year'sor right after your
celebrations, you're much morelikely to be able to hit the
ground running with your taxpreparer when tax season
actually starts or as soon aspossible after.
And I'm gonna drop a piece righthere that I'm gonna circle back
to later in this episode when Italk about a reframe around what
(08:35):
this time even is and is for,but I want to tease now relevant
to the timing piece on that thisis an opportunity for you to
like mindfully and rituallyclose the prior calendar year to
completely free yourself toembrace and step into the next
(08:56):
year.
So, you know, such a big part ofritual is mindfully and
intentionally acknowledging theclose of one cycle and the
opening of the next.
And your tax return is a verycomprehensive and official way
to do this between calendaryears for your business.
So one reason that it's such agood idea not to wait too long
(09:20):
and to really get going onfiguring out all of those pieces
and getting everything sortedpretty close to the new year
after the new year is why wouldyou wait to close that last
chapter if there are stillenergetic outliers and threads
and things that aren't clearedto clear and open the space for
(09:42):
the next year.
You're not properly able to openinto a more expansive realm of
possibility for the new year.
So you want to do that asquickly as possible.
And it feels really good toclose that last year.
That's a lot of happening thatwe are given the opportunity
each calendar year to bring to aclose.
(10:02):
So that's one thing.
I mean, I can give you theexample.
It's like, It gives us thisopportunity to bring big picture
perspective to things, right?
And it's interesting, we are bynature trackers, and when we
take this opportunity each yearwithout duress, stress, and
urgency, when we show up in achill, mindful, and intentional
(10:26):
way to do this recap and closingof each prior year to prepare
for tax season, we're able tosee certain things and connect
dots and notice patterns thatcan be helpful in terms of our
strategy around our money flow,but can also just be really
interesting.
I have the example that when Iwent to track my mileage and put
(10:49):
it next to the total mileagethat I've driven each year for
the last three years, I noticedthat there has been a downward
trend where first it was 13, 000total miles, then 9, 000 total
miles, then 6, 000 total miles.
And it was this moment where Ijust like giggled at myself.
I'm like, oh my goodness, I amso trending home body anymore
(11:12):
lately, right?
So this is one example of thelighthearted and interesting
approach and relationship youget to have to this stuff when
you're not scrambling lastminute, feeling pressured and
super stressed out.
Like when instead you're justable to take your time and lean
in and have it be an interestingand illuminating experience to
(11:35):
go figure out your last yearnumbers and be able to look at
them against the numbers ofprevious years.
So, that brings me to the secondreason, yo it is so stressful to
wait till the last minute.
Whatever part of this stuff isalready not fun for you, if you
add to it that you are underpressure to meet a deadline and
(11:58):
you're trying to do thesethings, feeling forced and
stressed, that just sucks.
And I can't speak personally onthe tax paying side as being one
of these people because althoughI experienced my own dance with
resistance and avoidance, I doend up doing them in a timely
manner.
But I can tell you from the taxpreparer side that I witnessed
(12:20):
and supported so many clientsthrough being in that position.
And not only is it, you know,nervous system and emotional
body super dysregulating anduncomfortable to be stressed and
rushed like that, you also endup making more mistakes, like
you suck more at it, basically,you're not able to embody the
(12:42):
version of yourself that's goingto flow with it and be skillful
at your ability to get yourstuff together.
It's just like brings out theworst in you and is the most
unfun time that this task couldpossibly be when you wait till
the last minute.
So now if you're listening tothis in this moment, you are not
there yet.
There is still time for you tomake the decision here and now
(13:05):
that you are going to sacrificesomething else and just decide
one day that this is the day.
Put it on your calendar rightnow.
Go look at a day that makessense that you can say, this is
the day that I'm going to devotemy time and energy to getting my
stuff together for my taxes.
And then look at the next day onthe calendar, even put this in
there, if it's helpful for you.
(13:25):
This is the day that I'm goingto feel the relief on the other
side and the relaxation ofhaving this done.
The other reason that I want topresent to you that you probably
shouldn't and don't want to waittill the last minute to get your
stuff together for your taxes Isbecause your tax preparer is
(13:46):
supporting a lot of people withthis.
A lot of people do wait till thelast minute.
And if you do it earlier in theseason, you're also working with
the least stressed and bestversion of your tax preparer.
So you are more in flow withyour tax preparer and your dance
(14:07):
with them as part of your filingexperience, the earlier in the
season you reach out to them todo this.
That's the selfish angle.
The other way of saying it is,yo, do them a solid.
Don't be one of those people.
It just feels so much better notto be one of those people and
not to be a part of thatexperience, that portion of the
(14:29):
season where it's rushed,urgent, stressful, high stakes
for everyone involved.
You have the choice, so why notdo it when it's so much more
chill?
Just a few weeks earlier, you'rereally not saving yourself that
much time by putting it off.
Some logistical reasons worthmentioning.
One, I found that there was anignorance piece around why self
(14:52):
employed people would wait solong, and it was because they
didn't want to have to pay theirtaxes that they owed any sooner
than they needed to.
So let me be the one to tellyou, remind you, illuminate for
you that the way it works iseven if you file your tax return
before April 15th or whateverthe filing deadline is, that
(15:14):
money is not actually going tobe taken out of your account
until the filing deadline.
So that is absolutely a nonissue, non reason.
No matter how early in theseason you do it, that is not
going to affect when youactually have to pay the money
you owe.
So let's just strike that reasonfrom the record immediately.
If that was something that youhad in the back of your mind,
(15:34):
justifying taking longer to fileyour taxes.
And the other one is thatrealistically what would often
happen that I saw with so manyclients for those that did wait
till the last minute is a goodpercentage of them would end up
just having to file late becausethey just, the pressure was too
much, they couldn't get it donein that crunch time right before
(15:56):
the deadline.
So they either filed anextension if, you know, we were
working together already on it.
Or, they were so avoidant theydidn't even file an extension,
either way, you end up payingmore.
So whatever you would have owed,there's going to be late fees,
penalties, and interest, somecombination of those, if you
(16:17):
don't file by the actualdeadline.
So that's the other reallypractical reason, the earlier
you do it, the more you setyourself up for the near
certainty that you're not goingto have to pay any more then you
absolutely have to.
Okay, that's what I have for thetiming piece I hope that I have
made a sufficient case from somany different angles of why
(16:39):
There is no reason to wait tillthe last minute and it is just
such a better and moreproductive and cheaper
experience to do it earlier inthe season My next tip is that
you do work with a tax preparer.
I had a lot of people that wouldask me like, you know, couldn't
I just do this on TurboTax?
(17:00):
They'd go to fill out theorganizer and they're like, if
I'm just giving you all thisinformation anyway, why don't I
just put it on my tax return?
Why am I paying you to do thisfor me?
And they just didn't understandwhy if they're the ones that are
keeping track of everything,doing their bookkeeping, handing
everything over, why they needto have the middleman of a tax
(17:22):
preparer when it comes to filingtheir taxes.
And before I give my answer tothat and my reason why I
absolutely think It's a goodidea to have a tax preparer.
And even as someone that coulddo my own taxes and obviously
know enough to be able to dothat, I don't choose to do that.
I choose to pay a preparer.
But before I get into that, Iwant to tell you what would
(17:44):
usually happen for the peoplethat did go the TurboTax route
is that they would end up comingback to me anyway, often last
minute, often like, man, can youfile an extension?
I tried to do it myself or, youknow, they'd reach out to me
wanting help with it.
And I'm like, that's not whattax preparers do.
We don't help you with TurboTax.
So I can tell you that mostpeople's experience is it didn't
(18:06):
work out for them and let meunpack why this is usually the
case for self employed people.
So for somebody that just has aW2, you can probably get by just
using something like TurboTax orH& R Block online.
You're literally just inputtingnumbers.
There's no wiggle room.
There's nothing crafty orcreative that is available
really for you to do there.
(18:28):
So it's usually okay.
But when it comes to being selfemployed, there are so many
moving parts and yes, you arethe one as the business owner
that is actually keeping trackin real time, hopefully, or
gathering a year's worth foryour taxes.
You're the one that is actuallymaking the purchases, hopefully
(18:49):
separating between your businessand personal accounts.
You're the one doing it allbehind the scenes.
So why is it important to pay atax preparer?
There's a few reasons.
One is the accountability piece.
Like I said, even as somebodythat is not as avoidant as most
that usually does it quite ontime, having someone that I know
(19:10):
is on the other side waiting forme to get that to them makes a
world of difference for me.
I'll give you the parallelexample of that my husband and I
had tried various couplestherapists doing that kind of
work and maintenance on ourrelationship is really important
to us.
And we had tried a few couplestherapists until finding the one
(19:33):
that we're using now, which isjust in a whole nother league.
She's amazing.
She is totally worth every pennythat we're paying her.
But before we found her, thecouple other people that we had
worked with, we would talk aboutit and it didn't really feel
like we were getting much out ofit.
The support that they wereoffering was mostly holding
(19:53):
space like compared to thesupport that we're getting now,
it just didn't feel like we weregetting the guidance or making
the progress or having thetransformation that we were
hoping to experience.
But what we agreed on every timeacross the board is that it was
worth it to have thataccountability that we had a
(20:15):
certain scheduled time withsomebody else on the other line
to show up for our relationship.
So, just that accountabilitypiece.
Or I'm sure you've experienced,when it comes to anything in
your business, any like courseor class you've taken.
If you just do the DIY version,you don't get as involved or get
(20:37):
it done as timely as when youhave a coach that is in a
telegram chat with you, like Ido with my clients in Cosmic
Currency, or somebody that'sactually there with you next to
you, keeping you accountable.
It just makes a world ofdifference.
So when it comes to thiscommonly avoided and potentially
stressful thing of filing yourtaxes, having somebody else that
(21:00):
you're working with to keep youaccountable on timing, to not
let you get stuck, to becarrying the brunt of things so
that you don't feel like you'recarrying it all on your
shoulders and have it feel heavyor daunting.
Again, feeding the avoidance.
It's just so helpful to havesomebody else that you're
(21:20):
working with each year.
Somebody that's sending youreminders.
It's time.
Somebody that's providing youresources to make it easy and
flow seamlessly for you.
Obviously something that I usedto do for eight years for my
clients.
I still support in various waysthat help with this, but not
specifically, obviously withfiling your taxes.
(21:41):
I mentioned before I'll mentionat the end, I do have an
excellent referral if you needone.
But that's one reason it's justreally helpful, like in anything
to have accountability, to havesupport, to not try and do it
yourself.
And when you're a businessowner, it's complicated.
It's not a simple tax return.
So it's really helpful to havesomeone supporting you through
that.
And that brings me to my nextpiece that it is complicated.
(22:01):
And I said, you know, if youhave a just a W 2, if you're not
self employed, you can probablyget away with it.
Even then though, it is not asimple thing, which is dumb.
I really think it could be asimple thing.
My dad used to always say, Iforget what exactly he called
it, but like the way that hewould talk about the complexity
of the taxation system was thatit was basically job insurance
(22:24):
for tax preparers, because it'sjust too complicated for the
common person that's not doingthe continuing education and
constantly keeping up with allthe things that are changing.
Like it just does not make sensefor somebody to do.
They did it that way, whatever,on purpose, by design, but it is
not a simple thing.
So it's helpful to enlistsomebody that it is their
(22:47):
profession to keep up with thechanging tax laws to make sure
that you don't miss anything.
And this brings me to my thirdthing, which is that you don't
want to miss anything.
It is 9 times out of 10.
The amount that you pay a taxpreparer to do your tax return
is going to be way less than theamount that you might have had
to pay because you just didn'tknow about a certain credit or
(23:12):
loophole or something.
Tax preparers are able to makesure through their knowledge of
the complex web of the taxationsystem and the current year tax
rules to make sure that you'regoing to pay the least that you
possibly can.
And that's usually going to be asavings that far exceeds the
amount that you have to pay thetax preparer to file your taxes.
(23:35):
And of course, what you pay themis a write off.
So you get that benefit as well.
And lastly, I think it's a greatidea to have a tax preparer
because they are just a secondeye to have on things.
They can catch mistakes that youmade.
When it comes to most things,it's really helpful to not try
and do every side of it at once.
So like, for example, when itcomes to writing, it's a good
(23:59):
idea to write first, edit laterwith the fresh editing brain,
because that's just such adifferent mind that you need to
have.
Or when you are buildingsomething online, It's such a
good idea to focus separately onthe creative process around what
you're actually creating.
And then on a different day witha different mind, go in and plug
(24:22):
things into the actual tech tooland tech platforms.
This is just smart strategy withanything.
It brings out more efficiency inus.
We're able to do better in lesstime, ultimately, when we batch
things like that, so we can showup with different parts of our
brain.
This is true for tax stuff,because It's like when you're
staring at a word for too longand it starts to look weird,
(24:42):
right?
Like, when you are deep in thetrenches of getting everything
together, it's hard to see theforest for the trees.
And so, it's a really good ideato then have a tax preparer that
you hand everything to, to havethat second eye on everything
that you gathered together, sothat they can notice if anything
looks weird or off, or whatever.
(25:03):
I'm not going to give an examplebecause there's so many
different ways that this couldshow up, but I hope that the
examples suffice of all of theseother areas of our lives where
this is a good idea.
It's a good idea for your taxestoo.
You can't expect yourself tocatch the mistakes that you may
have made while you're deep injust trying to get everything
gathered and together.
And my last big tip that I wantto give circling back to
(25:25):
something that I teased earlieris just a suggestion on how to
frame and reframe likely whatthis time of year is for you and
your business.
So I mentioned that this is anexcellent opportunity to
mindfully close the last year bybringing awareness to the bigger
(25:46):
picture of your numbers, beingable to compare them to previous
years to see trends or patternsand to be able to have that
scanned out even bigger pictureperspective of tracking from
year to year because you'refiguring out these same metrics
each year and then you'reputting it on a tax return and
having this really officialsynthesized version of like a
(26:10):
snapshot of what happened forthat year.
Super valuable, but I want totake it a step further that when
it comes to good tracking, youprobably know or can imagine for
somebody that tracks in nature,which is an evolutionary skill
and leg up that we have hadhistorically, something that
human beings are very good at.
(26:32):
And has gotten us very far inlife.
It's not just being able to spottrends in the past.
That's the means to an end ofour actual skill, which is being
able to project into the future.
So when you are doing thisyearly and seeing it ideally as
another opportunity, each taxseason to do this again and add
(26:55):
another data point to thistracking trajectory, that then,
you can look into the next yearand be able to make any changes
that would be helpful for yourmoney flow and bottom line.
Maybe through this process younotice that certain offers or
revenue streams are moreprofitable than others.
(27:16):
Maybe you use that as a nudge toeither double down on something
that's working really well orgive some more attention and
energy to something that's beenfalling behind to bring it up to
speed with the rest.
On the expense dial side ofthings, maybe you realize
through, you know, getting youryearly numbers together that
you've been spending way toomuch on an expense that just
(27:38):
isn't bringing you the return.
It doesn't have an ROI tojustify it.
So maybe you do some trimmingand hedging to your expenses.
There's strategic pieces thatvery clearly and obviously come
into view when you look at thebigger picture like that, that
you do when you're looking ateverything for your taxes each
year.
Also on the more energetic sideof things, so that's the
(27:58):
practical side, like hardnumbers, how can things be
shifted?
How can the income and expensedials be adjusted to be able to
bring more profit into theequation?
You also have the informationand the awareness that you need
to be able to set reallygrounded and effective
intentions for your next year.
(28:20):
So just by kind of feeling outthe trends and again, as
trackers, like feeling intowhere that's taking you, meeting
that very mindfully with whatyour intention is for the next
year.
And being able to kind of meetthe reality of your situation
halfway.
with the intentions that youwant to co create and bring into
(28:44):
the mix to help direct whereyou're heading.
The other reframe piece that Iwant to offer you here is
something that I like to callpay to play.
So when it comes to anyavoidance that you may have just
simply because you don't want tohave to pay a part of your hard
(29:04):
earned money to the government,right?
And to taxes, so maybe you avoidit because of that.
But what ends up happening isobviously you need to anyway, or
you don't, you decide thatyou're not going to anyway.
And you have this heavy burdenthat ends up manifesting as like
(29:25):
a concrete ceiling that keepsyou from making more.
Ultimately you are keepingyourself smaller.
And so you are actually makingless, like it seems like, Oh, I,
I don't want to have to paymoney to the government because
that means more in my pocket.
But what actually happens is youdo end up owing more because you
(29:45):
are not taking the time to dothis properly to make sure that
you can maximize your write offsand owe as little as possible.
So you owe more.
That may end up accumulating soone day down the road, if you
haven't been paying taxes atall, you end up having to do a
bunch of years at once.
Not only that, they're stackedwith penalties and interest
(30:05):
because they're late.
So, the, the numbers end upreally getting bloated and
inflated of what you'll actuallyhave to pay.
But also that avoidanceliterally keeps you under that
concrete ceiling of not beingable to make as much whereas if
you do this mindfully andintentionally you accept and
align with the fact that this ispart of the rules of the game
(30:28):
that we're playing in, you setaside money.
You not only set aside money topay your taxes from what you
make, but you price yourofferings based on being able to
set aside that money for yourtaxes.
So when you show up in that way,mindfully and intentionally, you
don't end up, it's like no skinoff your back.
It's actually no extra.
(30:49):
You're accounting for that.
You're setting it aside so itdoesn't blindside you when you
go to have to pay your taxes andit just becomes part of it.
Pay to play.
And you actually end up gettingto keep more, make more, and
circulate more because you areintegrating this part of it into
your business money flow.
Of course, this is a big part ofhow I still support clients, all
(31:12):
of this stuff around themindset, the backend systems,
the setting aside for taxes, thepricing your offerings based on
taking all of these variablesinto account.
Basically, the strategic backendstuff to not only make more,
grow more, but be able to have asuper chill tax season every
(31:32):
year because you are on top ofthings in real time and ready to
go when tax time hits each year.
If you need help with anythingrelated to your taxes, please
reach out.
I have so many resources to makethis time of year easy and feel
awesome.
I have a tax referral that'sexcellent.
A woman who is my age, also amama.
(31:56):
She's a Virgo Sun.
I'm a Virgo Moon, but ishonestly just a genius at this
stuff.
And I see her as this reflectionof myself.
If I also felt like big picturepassion around continuing to run
a tax referral, practice.
Like what she has created andthe way that she supports people
(32:16):
and bridges worlds to do so iswhat I would have envisioned
creating if my time didn't cometo go in a different direction.
So can't recommend her highlyenough.
She's into astrology and coolinvisible realm stuff too that
animates us in these areas.
And if you vibe with me, you'llvibe with her.
(32:36):
So definitely reach out.
You can also go tocosmicb.link/taxes to request a
direct introduction to her.
But if you need help withabsolutely anything else, if you
could use some education aroundthis stuff to just understand
why it all works, if that's beensomething that gets in the way
for you, if that's a part ofwhat feeds your avoidance, let
(32:58):
me teach you.
I have some super low priceresources available for you to
get you the education you needthat you were never taught in
school.
If you need some resources to goback and piece together all the
stuff from the last year becauseyou weren't keeping good
records, I can help you withthat.
If you're ready to get a systemin place to start tracking
(33:20):
things in real time, I can helpyou there.
If you're craving some of thatlike world bridging stuff, I've
got my Cosmic Cash Codessession.
We can dive into your astrologychart to better understand your
unique relationship with moneyand how it can be as ideal and
abundance generating aspossible.
Don't let yourself get stuck inavoidance right now.
(33:42):
If you have not already gatheredand provided everything from
your last year, 2024 of businessto a tax preparer, please reach
out.
Whatever it is that's in the wayfor you, I can help you with
that.
And if you don't yet havesomeone to actually help you
with the filing, I have aresource for you too.
So please don't let yourself getstuck in avoidance.
Don't let yourself put this offto cost you more, both in money
(34:05):
and stress.
Let this be the year finallythat you decide you're not going
to let this piece stand in theway of feeling expansive and in
flow with your businessfinances.
I got you.
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