I'm recording this on April 15th, the tax deadline, and I just got a surprise tax bill from my own accountant with almost no communication leading up to it. That experience reminded me exactly why we built KSA Tax Partners the way we did, because there's a real difference between a tax preparer and a tax partner, and most business owners don't know which one they actually have until something goes wrong. In this episode of CEO Numbers Network, I get raw about what worked this tax season, what didn't, and the real story behind a December tax strategy that left a client unable to fund her second location. I share why your money team should include four separate people for checks and balances, why your financials need to reflect the actual cost of running your business, and why I'm pushing back on the tax influencer advice telling you to write off your entire life. You will learn how to tell the difference between a tax preparer and a true tax partner, the four roles every business owner needs on their money team, and how to spot a December tax strategy that will create a cash flow problem in January. If you have ever followed tax advice that felt smart in December and broke your business in January, this episode will reframe how you think about tax strategy entirely and help you build a plan that protects your cash instead of draining it. 👉 Discover how our CFO services can help you build a tax strategy that protects your cash and supports your growth here Key Takeaways 00:35 The 4-person money team every business owner needs 01:17 Why your bookkeeper should not be your tax accountant 02:09 The tax deadline email that changed everything 03:51 Why KSA files extensions on purpose 04:54 How a tax week actually works 07:21 The truth about tax influencers 08:52 Why your tax strategy should match your core values 10:08 The December bonus strategy that backfired 11:11 Why writing off all your profit is the wrong move 12:32 What worked this tax season and what did not Resources: ✨Download The Ultimate Dashboard for Business Owners for FREE here 📈 Book a strategy call with Danielle's team at Kickstart: here 👉 Check your books here 👉 Visit the Kickstart website 👉 Follow us on Instagram Listen next: 👉 The Problem with Profit First And What to Do Instead 👉 10 Profit Strategies Every CEO Should Be Using Right Now

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