October 20, 2025 • 20 mins
In this episode, Kimberly Tara, CPA CTC, shares real-life examples of 6 tax wins that have significantly reduced client's tax liabilities and achieved financial clarity and confidence. She shares that you, too, can use these strategies to WIN BIG! The year is almost over and now is the time to take action.
Connect with Kimberly on Instagram: @kimberlytaracpa
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
(00:00):
Welcome to Keep More Money, thepodcast for profitable women
business owners who are tired ofoverpaying in taxes and tired of
chasing down their CPA,deferring to someone else for
every financial decision andgetting hit with surprise tax
bills every April.
If you've ever felt like you'llnever truly get on top of your
business finances.
This show is for you.
I'm Kimberly Tara, CPA certifiedtax coach, multi-business owner
(00:23):
and mom of four littles.
With over a decade of experienceand more than 15 million saved
for my clients, my mission is toeducate and empower women just
like you, to keep more of theirmoney, reduce financial stress,
and create lasting wealth.
Taxes suck, but they don't haveto hold you back.
I'll show you how to make taxstrategy simple, fun and easy to
(00:43):
understand.
You've worked hard for yoursuccess and now it's time to
keep more of it.
Let's dive in.
Welcome back to the Keep MoreMoney Podcast.
It's hard to believe, but we'realmost to the end of October and
heading into the final stretchof the 2025 calendar year.
While so many business ownersare scrambling, panicking about
(01:05):
deadlines, getting their booksin order or bracing for yet
another large tax bill, ourclients are celebrating.
They're celebrating becausethey've already won, and not
just with tax savings, but withclarity, calm, and confidence
around their finances.
I know tax savings can feelabstract until you hear an
(01:29):
example of what it looks like inreal life.
So today.
I wanna share real stories, thestrategies, the shifts, and the
decisions that have helped ourclients save thousands of
dollars.
And as you listen, I want you tothink, could that be me next
year?
Could that be me this year?
(01:50):
Because the truth is yes, itabsolutely could be.
And listen, the reason I wannashare their stories today isn't
to brag about the numbers.
It's because I want you to seewhat's possible for you.
Because every one of thesestories started with a woman.
(02:11):
Who was tired of feelingconfused, overwhelmed, or
frustrated with her businesstaxes and current CPA, and she
decided it was time to make achange.
She didn't know all thestrategies, she didn't have
everything perfectly organized.
She just decided that she wasready to keep more of her money,
(02:31):
and that decision changedeverything.
Today's episode is aboutpossibility because I want you
to see yourself in every one ofthese stories that I'm about to
share.
They aren't outliers.
They're real life examples ofwhat's possible for you when
creative and proactive strategymeets expert support.
(02:54):
So as I go through these wins,again, I want you to listen for
yourself in these stories.
The opportunities.
Maybe your business looksdifferent, maybe your numbers
are smaller or bigger, but theprinciples are the same.
These are the real life tax winsthat could be yours too.
And here's the thing, none ofthese women started out any
(03:17):
different from you.
They're running businesses,raising families, managing life,
and doing their best to stay ontop of everything.
Most days, most of them had CPAsthat they thought were quote
unquote fine before meeting us.
Those CPAs filed their taxesevery year, mostly on time.
(03:37):
They usually answer questionseven if it took weeks or months.
For the reply, they checked theboxes necessary to keep.
These women to keep you out oftrouble with the IRS.
But what they didn't have wasstrategy.
And that's the differencebetween feeling like you're
constantly behind and finallyfeeling like you're winning.
(04:02):
None of these examples I'm aboutto share with you are overnight
miracles.
They are the result of proactivestrategy, better support, year
round guidance, and women whodecided to stop doing things the
hard way.
Okay.
Every win you're about to hearstarted with a conversation.
A woman, just like you saying,I'm tired of being in the dark.
(04:23):
I'm tired of saying I don't knowwhat I don't know.
I want clarity.
I want to learn.
I want to be educated, and I'mready to use my business to pay
less taxes instead of it costingme more.
And I need someone qualified todo that.
Okay, so the first tax win,we're gonna call the entity
(04:46):
shift, and that is usually afancy word for electing to file
taxes as an S-Corp.
S-Corps are not the only entityout there, but those are the
ones that you hear.
The most in terms of tax savingsand tax strategy.
So our client, Sarah, had beenrunning her business for about
(05:07):
four years as a sole proprietorin 2024.
Things really took off.
She was more profitable thanever, and as tax time loomed,
she felt so scared of how muchshe'd owe that she just kept
avoiding them.
After a VIP day with us, we wereable to get her business shifted
(05:31):
to an S corp, even with a lateat selection.
And that single change saved her$22,000 in taxes in the first
year alone.
Now, of course, there were otherstrategies that we got into
after we made this entity shiftfor her to elect to file taxes
as an S corp.
But this was by far the firstand biggest.
(05:54):
ROI that we needed to get her.
Your takeaway from this tax winis that if your business is
consistently profitable, and Iusually say about 70, 75,000 or
more in profit, and you're stillfiling as a sole proprietor,
it's time to look at whether anS Corp entity election makes
(06:16):
sense, because you might bemissing one of the biggest tax
savings opportunities availableto small business owners.
Entity structure matters and itis not a one size fits all
decision, but this one decisioncould be a total game changer
for your bottom line.
Just make sure that you followall the rules and you do all of
the supporting strategies ofbeing an S corp after you make
(06:39):
the election.
Tax win.
Number two, capital gainssavings.
So this tax win is for you ifyou invest in rental property.
Real estate investments.
Heather and her husband wereselling an investment property
and were bracing themselves fora massive capital gains tax
(07:00):
bill.
Their house's value had grownastronomically since they
purchased it, which is a reallygood thing.
They were so excited that theirplan had worked and that this
property had so muchappreciation until someone said
the word tax and it hit themlike a ton of bricks.
(07:22):
Oh my goodness, we're gonna haveto pay taxes on this.
And their excitement quicklyturned to anxiety.
By engaging our tax team beforetax time.
We got their tax balance downfrom, are you ready for it?
400,000 to 140,000 combined forfederal and state.
(07:45):
They do live in California,which is a high income state, so
this was a big component oftheir taxes.
And helping reduce their taxablegain dramatically.
And they avoided unnecessarytaxes that allowed them to keep
more money for their family andtheir future.
I will say that they, they alsohave a business, a successful
(08:07):
business, another successfulbusiness, a W2, right?
I don't want you to think thatthis one rental property was the
only thing at play, but that wasthe main thing, causing them to
have a$400,000 tax bill, whichwas basically going to eat into
the majority of their profits.
(08:27):
So your takeaway from this taxwin is.
Big one time events like sellinga home, selling an investment
property, selling a business,right?
Those events deserve taxstrategy before you sign the
papers or as soon after as yourealize you need help, timing
(08:49):
and structure make a world ofdifference, and the more time
that you can give your taxstrategist, the better that they
can do in helping you implementstrategies and reducing your tax
bill.
Tax win.
Number three, auto reimbursementinstead of depreciation.
Our client, Molly, had beenworking with us for quite a few
(09:10):
months before she attended anin-person retreat.
On that retreat, she was withother business owners and they
kept telling her to go buy a bigSUV so that she could take bonus
depreciation.
The problem.
Molly didn't want a big SUV, nomatter how much depreciation she
could get in her business.
(09:30):
She also doesn't drive a ton.
Thankfully, Molly came back andbooked a call with our team to
see if there was anotheropportunity out there that was
more aligned with her life andher business, and so we were
able to come up with a legalstrategy that is now saving her
hundreds of dollars each monththrough a reimbursement plan
instead of depreciating thevehicle.
(09:50):
So the takeaway that I want youto have from this win is that
sometimes your biggest winsaren't about brand new
strategies.
They're about optimizing whatyou're already doing.
A few tweaks can turn everydaybusiness expenses into major tax
advantages.
I also want you to take awayfrom this one that it's a good
(10:12):
reminder that just because yousee it on social media or your
biz bestie is doing something,it doesn't mean that it's the
best strategy for you, and italso doesn't even mean that
they're doing it properly.
Win number four, camp as aneducation expense.
I know what you're thinking,Kimberly.
My business can't pay for mykids' camp.
(10:33):
And you're right.
Hear me out on this win.
Our client, Katie had beenpaying out of pocket for her
daughter's camp.
Her daughter was actuallyalready an employee When Katie
came to work with our firm, aswe dove deeper into her business
though, we realized that one ofthe summer camps, quote unquote,
(10:55):
she and her daughter wereattending in a different state.
Actually qualified as a businesseducation expense because of the
type of camp it was and what herdaughter was learning to bring
back to the business.
Specifically in her role, shewas learning about leadership.
Katie was providing mentorship.
(11:15):
This was very much a businesseducation and training expense.
Katie was no doubt already offto a great start when she
started working with us and shewas already doing all of the
right things to pay her daughterto document it.
This one tweak though allowedher to legitimately deduct$8,000
(11:38):
in her business that she waspaying for personally before.
Her, her daughter earned income.
She was learning valuableskills.
Katie shifted personal expensesinto tax deductible business
ones like Talk about a win win,win.
So your takeaway from this winis even if you know about a tax
(11:59):
strategy you can use in yourbusiness, even if you're already
implementing it, you may not beuse utilizing it to the fullest
extent.
We see this a ton, and it's why100% of our clients save more in
taxes than what they invest towork with us.
We see things you don't.
Because we're the experts inthis field and we see things.
(12:22):
Your current CPA doesn't becausewe take the time to dig deeper,
ask questions, and truly get toknow your business and your life
win.
Number five, confidence overconfusion.
Our client, Chelsea, like themajority of our new clients,
came to us, overwhelmed andanxious about her income taxes,
(12:43):
especially because her businesswas really starting to take off
towards the end of the previousyear.
She wasn't behind, but hercurrent accountant wasn't
providing her with strategy andsupport even after specifically
asking.
She ultimately realized hercurrent accountant just wasn't
in a position to help her withthis.
It was a totally different ballgame from when she and her
(13:04):
husband were both just getting Wtwos.
After working with us for justthree months, she told us she
was no longer scared to keepgrowing her business and make
more money.
She was confident in her taxplan and keeping up with her
payments throughout the year.
Thanks to our support.
Nicole is another client with asimilar story.
(13:26):
She kept putting off her checkin call with us canceling,
rescheduling over and overagain.
Her business was highlyprofitable and growing rapidly,
so much so that she had becomethe breadwinner for her family.
She kept pushing taxes down thelist even though she had our
support behind her.
The fear and discomfort wasstill trying to win here.
(13:49):
When she had her call, she toldus what a relief it was and that
she didn't expect it to be atherapy session, but that's what
it felt like in a good way, andshe is already looking forward
to her next call and shepromises she won't reschedule.
So your takeaway for this win isthat the biggest win isn't
always a financial win.
(14:09):
It's emotional.
Confidence is a return oninvestment too.
Knowing where you stand meanssleeping better at night.
Literally, that's what happenedto our client, Jess, like she
messaged us and said, I amsleeping better at night.
And it allows you to stopfeeling anxious about it.
When you stop feeling anxious,it stops floating into every
(14:30):
piece of your life.
And last but not least, winnumber six.
Excited about tax season.
Did you think you were hearingthings?
Did you think I misspoke?
But I said excited about taxseason.
When we first met our client,Caris, right about this time
(14:51):
last year actually, when thingswere starting to get down to the
wire, she had come to absolutelydread every tax season.
It felt chaotic and stressfuland just she wanted to go bury
herself.
Now she looks forward to it.
Why do you ask?
Because she knows everything isunder control and she's working
(15:14):
the plan and the plan is workingfor her.
She's already implemented herstrategies, her quarterly
estimated taxes are calculatedand paid, and she actually gets
excited to see the final resultsof that proactive work she told
us.
Now, I don't wanna throw upanymore when I see an ad for
taxes.
(15:35):
So your takeaway here is thatwhen you plan proactively, tech
season isn't something to fear.
It might be something tocelebrate, and even if you don't
get excited about it or want tocelebrate it, it is not this
horrible thing that you keeppushing down and dreading for
weeks and months.
(15:57):
These kinds of wind don't comefrom guessing.
They come from being guided.
Every one of these women startedin the same place, overwhelmed,
unsure, and just tired offeeling like they were missing
something.
None of them had the perfectsituation, but all of them made
one key decision to stop tryingto do it alone.
(16:21):
And that's exactly what I wantyou to walk away with today.
I want you to know that thesewins are not rare.
They're the result of strategyand support.
They're proof that when you getproactive and surround yourself
with the right qualified team,real change happens.
(16:41):
Not just on paper, obviously onpaper, but also in how you feel
about your money and yourbusiness.
These wins aren't reserved forother people.
They are available to you too ifyou choose to take that next
step toward clarity andproactive planning.
(17:03):
And listen, these are just someof the wins we've had in just
recent months for our clients.
There's so many more, too manyfor a single episode.
So I want you to take a minuteto think about what your tax win
could look like.
So imagine it's April, you'resitting at your desk and you
(17:24):
open the PDF of your income taxreturn, and you're actually
smiling.
Because for the first time inyears, you're getting a five
figure refund.
Instead of owing five figures,what's even cooler?
Your business made more moneythis year and you paid less
(17:44):
taxes.
You took action, and you'vealready implemented strategies
that help you save more thisyear than ever before you smile,
you feel calm instead offrantic.
You feel excited and confidentinstead of confused and scared.
This isn't a dream.
It's the reality for women likeKatie and Lisa, our clients who
(18:09):
decided to get strategic andsurround themselves with the
right support so that as theymade more money, they actually
paid less in taxes.
Your next tax win is waiting andit can start today.
So remember, these wins are notexclusive.
These women are not special.
(18:30):
They're no different from you,other than they took action,
they booked the call, they sentthe dm.
These wins are available to youif you're willing to learn, ask
questions, and invest in bettersupport.
So I want you to think about isit your turn?
(18:52):
To stop guessing, to startstrategizing so that you can
have the wins start coming toyou too.
If you've been listening todayand you did see yourself in
those examples, if you did sayout loud yes.
(19:14):
Or.
That could be me, or I want thatto be me, or I think that that
strategy, that win is exactlyme.
You're right.
It could be you because youdon't need luck to win at taxes.
You just need strategy supportand the willingness to get
(19:36):
creative and proactive.
So if you're ready to do thatnow, instead of waiting another
week.
Another month, another taxseason, hating your business,
blaming it for how much moneyyou have to pay to the IRS.
It's time to change that.
I want you to send me a messageon Instagram.
I'm at Kimberly Terrace, cpa,and we'll also make sure to put
(19:59):
the link in the episodedescription and let's chat share
what's going on with me.
I'll be honest with you, ifthere's something we can do, if
we're a good fit.
That's it for today's episode ofKeep More Money.
Let's close out the rest of theyear strong, and I'll see you
next week.
Welcome to Keep More Money, thepodcast for profitable women
business owners who are tired ofoverpaying in taxes and tired of
chasing down their CPA,deferring to someone else for
every financial decision andgetting hit with surprise tax
bills every April.
If you've ever felt like you'llnever truly get on top of your
business finances.
This show is for you.
I'm Kimberly Tara, CPA certifiedtax coach, multi-business owner
(00:23):
and mom of four littles.
With over a decade of experienceand more than 15 million saved
for my clients, my mission is toeducate and empower women just
like you, to keep more of theirmoney, reduce financial stress,
and create lasting wealth.
Taxes suck, but they don't haveto hold you back.
I'll show you how to make taxstrategy simple, fun and easy to
(00:43):
understand.
You've worked hard for yoursuccess and now it's time to
keep more of it.
Let's dive in.
Welcome back to the Keep MoreMoney Podcast.
It's hard to believe, but we'realmost to the end of October and
heading into the final stretchof the 2025 calendar year.
While so many business ownersare scrambling, panicking about
(01:05):
deadlines, getting their booksin order or bracing for yet
another large tax bill, ourclients are celebrating.
They're celebrating becausethey've already won, and not
just with tax savings, but withclarity, calm, and confidence
around their finances.
I know tax savings can feelabstract until you hear an
(01:29):
example of what it looks like inreal life.
So today.
I wanna share real stories, thestrategies, the shifts, and the
decisions that have helped ourclients save thousands of
dollars.
And as you listen, I want you tothink, could that be me next
year?
Could that be me this year?
(01:50):
Because the truth is yes, itabsolutely could be.
And listen, the reason I wannashare their stories today isn't
to brag about the numbers.
It's because I want you to seewhat's possible for you.
Because every one of thesestories started with a woman.
(02:11):
Who was tired of feelingconfused, overwhelmed, or
frustrated with her businesstaxes and current CPA, and she
decided it was time to make achange.
She didn't know all thestrategies, she didn't have
everything perfectly organized.
She just decided that she wasready to keep more of her money,
(02:31):
and that decision changedeverything.
Today's episode is aboutpossibility because I want you
to see yourself in every one ofthese stories that I'm about to
share.
They aren't outliers.
They're real life examples ofwhat's possible for you when
creative and proactive strategymeets expert support.
(02:54):
So as I go through these wins,again, I want you to listen for
yourself in these stories.
The opportunities.
Maybe your business looksdifferent, maybe your numbers
are smaller or bigger, but theprinciples are the same.
These are the real life tax winsthat could be yours too.
And here's the thing, none ofthese women started out any
(03:17):
different from you.
They're running businesses,raising families, managing life,
and doing their best to stay ontop of everything.
Most days, most of them had CPAsthat they thought were quote
unquote fine before meeting us.
Those CPAs filed their taxesevery year, mostly on time.
(03:37):
They usually answer questionseven if it took weeks or months.
For the reply, they checked theboxes necessary to keep.
These women to keep you out oftrouble with the IRS.
But what they didn't have wasstrategy.
And that's the differencebetween feeling like you're
constantly behind and finallyfeeling like you're winning.
(04:02):
None of these examples I'm aboutto share with you are overnight
miracles.
They are the result of proactivestrategy, better support, year
round guidance, and women whodecided to stop doing things the
hard way.
Okay.
Every win you're about to hearstarted with a conversation.
A woman, just like you saying,I'm tired of being in the dark.
(04:23):
I'm tired of saying I don't knowwhat I don't know.
I want clarity.
I want to learn.
I want to be educated, and I'mready to use my business to pay
less taxes instead of it costingme more.
And I need someone qualified todo that.
Okay, so the first tax win,we're gonna call the entity
(04:46):
shift, and that is usually afancy word for electing to file
taxes as an S-Corp.
S-Corps are not the only entityout there, but those are the
ones that you hear.
The most in terms of tax savingsand tax strategy.
So our client, Sarah, had beenrunning her business for about
(05:07):
four years as a sole proprietorin 2024.
Things really took off.
She was more profitable thanever, and as tax time loomed,
she felt so scared of how muchshe'd owe that she just kept
avoiding them.
After a VIP day with us, we wereable to get her business shifted
(05:31):
to an S corp, even with a lateat selection.
And that single change saved her$22,000 in taxes in the first
year alone.
Now, of course, there were otherstrategies that we got into
after we made this entity shiftfor her to elect to file taxes
as an S corp.
But this was by far the firstand biggest.
(05:54):
ROI that we needed to get her.
Your takeaway from this tax winis that if your business is
consistently profitable, and Iusually say about 70, 75,000 or
more in profit, and you're stillfiling as a sole proprietor,
it's time to look at whether anS Corp entity election makes
(06:16):
sense, because you might bemissing one of the biggest tax
savings opportunities availableto small business owners.
Entity structure matters and itis not a one size fits all
decision, but this one decisioncould be a total game changer
for your bottom line.
Just make sure that you followall the rules and you do all of
the supporting strategies ofbeing an S corp after you make
(06:39):
the election.
Tax win.
Number two, capital gainssavings.
So this tax win is for you ifyou invest in rental property.
Real estate investments.
Heather and her husband wereselling an investment property
and were bracing themselves fora massive capital gains tax
(07:00):
bill.
Their house's value had grownastronomically since they
purchased it, which is a reallygood thing.
They were so excited that theirplan had worked and that this
property had so muchappreciation until someone said
the word tax and it hit themlike a ton of bricks.
(07:22):
Oh my goodness, we're gonna haveto pay taxes on this.
And their excitement quicklyturned to anxiety.
By engaging our tax team beforetax time.
We got their tax balance downfrom, are you ready for it?
400,000 to 140,000 combined forfederal and state.
(07:45):
They do live in California,which is a high income state, so
this was a big component oftheir taxes.
And helping reduce their taxablegain dramatically.
And they avoided unnecessarytaxes that allowed them to keep
more money for their family andtheir future.
I will say that they, they alsohave a business, a successful
(08:07):
business, another successfulbusiness, a W2, right?
I don't want you to think thatthis one rental property was the
only thing at play, but that wasthe main thing, causing them to
have a$400,000 tax bill, whichwas basically going to eat into
the majority of their profits.
(08:27):
So your takeaway from this taxwin is.
Big one time events like sellinga home, selling an investment
property, selling a business,right?
Those events deserve taxstrategy before you sign the
papers or as soon after as yourealize you need help, timing
(08:49):
and structure make a world ofdifference, and the more time
that you can give your taxstrategist, the better that they
can do in helping you implementstrategies and reducing your tax
bill.
Tax win.
Number three, auto reimbursementinstead of depreciation.
Our client, Molly, had beenworking with us for quite a few
(09:10):
months before she attended anin-person retreat.
On that retreat, she was withother business owners and they
kept telling her to go buy a bigSUV so that she could take bonus
depreciation.
The problem.
Molly didn't want a big SUV, nomatter how much depreciation she
could get in her business.
(09:30):
She also doesn't drive a ton.
Thankfully, Molly came back andbooked a call with our team to
see if there was anotheropportunity out there that was
more aligned with her life andher business, and so we were
able to come up with a legalstrategy that is now saving her
hundreds of dollars each monththrough a reimbursement plan
instead of depreciating thevehicle.
(09:50):
So the takeaway that I want youto have from this win is that
sometimes your biggest winsaren't about brand new
strategies.
They're about optimizing whatyou're already doing.
A few tweaks can turn everydaybusiness expenses into major tax
advantages.
I also want you to take awayfrom this one that it's a good
(10:12):
reminder that just because yousee it on social media or your
biz bestie is doing something,it doesn't mean that it's the
best strategy for you, and italso doesn't even mean that
they're doing it properly.
Win number four, camp as aneducation expense.
I know what you're thinking,Kimberly.
My business can't pay for mykids' camp.
(10:33):
And you're right.
Hear me out on this win.
Our client, Katie had beenpaying out of pocket for her
daughter's camp.
Her daughter was actuallyalready an employee When Katie
came to work with our firm, aswe dove deeper into her business
though, we realized that one ofthe summer camps, quote unquote,
(10:55):
she and her daughter wereattending in a different state.
Actually qualified as a businesseducation expense because of the
type of camp it was and what herdaughter was learning to bring
back to the business.
Specifically in her role, shewas learning about leadership.
Katie was providing mentorship.
(11:15):
This was very much a businesseducation and training expense.
Katie was no doubt already offto a great start when she
started working with us and shewas already doing all of the
right things to pay her daughterto document it.
This one tweak though allowedher to legitimately deduct$8,000
(11:38):
in her business that she waspaying for personally before.
Her, her daughter earned income.
She was learning valuableskills.
Katie shifted personal expensesinto tax deductible business
ones like Talk about a win win,win.
So your takeaway from this winis even if you know about a tax
(11:59):
strategy you can use in yourbusiness, even if you're already
implementing it, you may not beuse utilizing it to the fullest
extent.
We see this a ton, and it's why100% of our clients save more in
taxes than what they invest towork with us.
We see things you don't.
Because we're the experts inthis field and we see things.
(12:22):
Your current CPA doesn't becausewe take the time to dig deeper,
ask questions, and truly get toknow your business and your life
win.
Number five, confidence overconfusion.
Our client, Chelsea, like themajority of our new clients,
came to us, overwhelmed andanxious about her income taxes,
(12:43):
especially because her businesswas really starting to take off
towards the end of the previousyear.
She wasn't behind, but hercurrent accountant wasn't
providing her with strategy andsupport even after specifically
asking.
She ultimately realized hercurrent accountant just wasn't
in a position to help her withthis.
It was a totally different ballgame from when she and her
(13:04):
husband were both just getting Wtwos.
After working with us for justthree months, she told us she
was no longer scared to keepgrowing her business and make
more money.
She was confident in her taxplan and keeping up with her
payments throughout the year.
Thanks to our support.
Nicole is another client with asimilar story.
(13:26):
She kept putting off her checkin call with us canceling,
rescheduling over and overagain.
Her business was highlyprofitable and growing rapidly,
so much so that she had becomethe breadwinner for her family.
She kept pushing taxes down thelist even though she had our
support behind her.
The fear and discomfort wasstill trying to win here.
(13:49):
When she had her call, she toldus what a relief it was and that
she didn't expect it to be atherapy session, but that's what
it felt like in a good way, andshe is already looking forward
to her next call and shepromises she won't reschedule.
So your takeaway for this win isthat the biggest win isn't
always a financial win.
(14:09):
It's emotional.
Confidence is a return oninvestment too.
Knowing where you stand meanssleeping better at night.
Literally, that's what happenedto our client, Jess, like she
messaged us and said, I amsleeping better at night.
And it allows you to stopfeeling anxious about it.
When you stop feeling anxious,it stops floating into every
(14:30):
piece of your life.
And last but not least, winnumber six.
Excited about tax season.
Did you think you were hearingthings?
Did you think I misspoke?
But I said excited about taxseason.
When we first met our client,Caris, right about this time
(14:51):
last year actually, when thingswere starting to get down to the
wire, she had come to absolutelydread every tax season.
It felt chaotic and stressfuland just she wanted to go bury
herself.
Now she looks forward to it.
Why do you ask?
Because she knows everything isunder control and she's working
(15:14):
the plan and the plan is workingfor her.
She's already implemented herstrategies, her quarterly
estimated taxes are calculatedand paid, and she actually gets
excited to see the final resultsof that proactive work she told
us.
Now, I don't wanna throw upanymore when I see an ad for
taxes.
(15:35):
So your takeaway here is thatwhen you plan proactively, tech
season isn't something to fear.
It might be something tocelebrate, and even if you don't
get excited about it or want tocelebrate it, it is not this
horrible thing that you keeppushing down and dreading for
weeks and months.
(15:57):
These kinds of wind don't comefrom guessing.
They come from being guided.
Every one of these women startedin the same place, overwhelmed,
unsure, and just tired offeeling like they were missing
something.
None of them had the perfectsituation, but all of them made
one key decision to stop tryingto do it alone.
(16:21):
And that's exactly what I wantyou to walk away with today.
I want you to know that thesewins are not rare.
They're the result of strategyand support.
They're proof that when you getproactive and surround yourself
with the right qualified team,real change happens.
(16:41):
Not just on paper, obviously onpaper, but also in how you feel
about your money and yourbusiness.
These wins aren't reserved forother people.
They are available to you too ifyou choose to take that next
step toward clarity andproactive planning.
(17:03):
And listen, these are just someof the wins we've had in just
recent months for our clients.
There's so many more, too manyfor a single episode.
So I want you to take a minuteto think about what your tax win
could look like.
So imagine it's April, you'resitting at your desk and you
(17:24):
open the PDF of your income taxreturn, and you're actually
smiling.
Because for the first time inyears, you're getting a five
figure refund.
Instead of owing five figures,what's even cooler?
Your business made more moneythis year and you paid less
(17:44):
taxes.
You took action, and you'vealready implemented strategies
that help you save more thisyear than ever before you smile,
you feel calm instead offrantic.
You feel excited and confidentinstead of confused and scared.
This isn't a dream.
It's the reality for women likeKatie and Lisa, our clients who
(18:09):
decided to get strategic andsurround themselves with the
right support so that as theymade more money, they actually
paid less in taxes.
Your next tax win is waiting andit can start today.
So remember, these wins are notexclusive.
These women are not special.
(18:30):
They're no different from you,other than they took action,
they booked the call, they sentthe dm.
These wins are available to youif you're willing to learn, ask
questions, and invest in bettersupport.
So I want you to think about isit your turn?
(18:52):
To stop guessing, to startstrategizing so that you can
have the wins start coming toyou too.
If you've been listening todayand you did see yourself in
those examples, if you did sayout loud yes.
(19:14):
Or.
That could be me, or I want thatto be me, or I think that that
strategy, that win is exactlyme.
You're right.
It could be you because youdon't need luck to win at taxes.
You just need strategy supportand the willingness to get
(19:36):
creative and proactive.
So if you're ready to do thatnow, instead of waiting another
week.
Another month, another taxseason, hating your business,
blaming it for how much moneyyou have to pay to the IRS.
It's time to change that.
I want you to send me a messageon Instagram.
I'm at Kimberly Terrace, cpa,and we'll also make sure to put
(19:59):
the link in the episodedescription and let's chat share
what's going on with me.
I'll be honest with you, ifthere's something we can do, if
we're a good fit.
That's it for today's episode ofKeep More Money.
Let's close out the rest of theyear strong, and I'll see you
next week.
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