Financial Coaching for Women: How To Budget, Manage Money, Pay Off Debt, Save Money, Paycheck Plans

121 | Unlocking Tax Secrets: Tracking, Avoiding Audits & How to Get Out of IRS Debt with Claudia Moncarz, Certified Tax Geek! (Plus PayPal & Venmo Tips)

04 Aug 2023

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Snag Our Simplified Budget System! All the tax secrets you need to know are coming to you in this podcast courtesy of Claudia Moncars, Certified Tax Geek (aka Tax Attorney)! She helps people navigate and resolve tax issues with the IRS and she's telling us all the behind the scenes things we didn't know! Listen in to hear all about:Claudia shares that most individuals who approach her have unintentionally made mistakes on their taxes, emphasizing that mistakes are common even among those who are knowledgeable. (Yes, we're talking about you smarty pants! 🤓) How small business owners often struggle with managing taxes while focusing on growing their businesses. Claudia emphasizes the importance of proper record-keeping.Maintaining Separate Business Records: Claudia suggests the importance of maintaining separate records for business expenses and personal expenses to avoid potential audits.Tracking Cash Transactions: Claudia explains how cashless transactions are being tracked more rigorously, and she advises keeping documentation even for small transactions to avoid discrepancies. She's giving you the details about PayPal, Venmo and what you need to know to avoid flagging an audit!Dealing with IRS Debt: Claudia outlines a framework for dealing with IRS debt. She advises acknowledging mistakes, opening IRS letters promptly, evaluating your financial situation, and taking action to address the debt.Negotiating with the IRS: Claudia explains that negotiating with the IRS involves understanding allowable living expenses and finding ways to reduce the amount you owe. She gives examples of how certain business expenses can be used to reduce the tax liability.Freezing Accounts: Claudia mentions that the IRS can place accounts in a "currently not collectible" status, giving individuals a temporary break from collection efforts to stabilize their finances.Strategies for business owners to manage payroll and withholdings, including using payroll services.How to track your IRS account and being proactive in understanding your tax liabilities.Find out more about Claudia here: www.moncarzlaw.com or check out her YouTube channel here: https://www.youtube.com/askthetaxattorney Connect With Us: 1️⃣ Facebook Group – Join the community. Our free group is where the real talk happens. Connect with other women who are learning how to budget, save, and finally feel in control, together. ➡︎ budgetbesties.com/facebook 2️⃣ Automate Your Budget Masterclass – Watch it now, no waiting. This FREE on-demand training shows you how to set up a budget that matches your lifestyle, without tracking every dollar or feeling restricted. ➡︎ budgetbesties.com/automate 3️⃣ Budget – Grab our Simplified Budget System! You don’t need another budget, you need a system that does the math, makes the plan, and gives you permission to spend. ➡︎ budgetbesties.com/budget 4️⃣ Private 1-on-1 Coaching – Get a plan and a coach. We’ll build your full budget system together, so you always know what to do and feel confident doing it. ➡︎ budgetbesties.com/coaching 5️⃣ Be on the Podcast – Free coaching, real convo. Come chat with us on the show! Get real-time financial coaching and help other women by sharing your story. ➡︎ budgetbesties.com/livecall "I love Shana & Vanessa and this podcast is amazing!" 👈🏻 If that sounds like you, please consider rating and reviewing our show! It helps us to reach more people – just like you – to help them change their financial future. Don’t forget to follow the show so you don’t miss any episodes! And, if you’re feeling really generous, we’d be SO honored if you would share this podcast with someone. Click here to view our privacy policy. This description may contain affiliate links, meaning we may get a commission at no cost to you if you click & purchase!

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3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

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Financial Coaching for Women: How To Budget, Manage Money, Pay Off Debt, Save Money, Paycheck Plans

121 | Unlocking Tax Secrets: Tracking, Avoiding Audits & How to Get Out of IRS Debt with Claudia Moncarz, Certified Tax Geek! (Plus PayPal & Venmo Tips)

This episode hasn't been transcribed yet

Other recent transcribed episodes

3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

13:00H | 21 DIC 2025 | Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

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