Decoding Your Tax Forms

Описание: Understanding Your Tax Forms: Read Like a CFO.

In this episode of Spicy Takes and Tax Breaks, Aubree Denekamp, the Write Off Queen, provides a January reality check on tax forms, including W2s, 1099s, and K-1s. Learn how to read and understand these forms like a CFO to avoid overpaying, under-planning, and anxiety. Aubree discusses strategies for organizing tax documents, reconciling income, and planning effectively for the future. Get insights on how to make smarter decisions about withholdings, quarterly estimates, and entity structures. Stay ahead with these actionable steps and create a comprehensive plan for tax season and beyond.

00:00 Introduction: Avoiding Tax Season Panic
00:29 Understanding Your Tax Forms
03:31 Reading Your W2 Like a CFO
05:17 Decoding 1099 Forms
07:30 Navigating K-1 Forms
09:36 IRS Matching and Avoiding Discrepancies
11:31 End of January Tax Checklist
12:48 Strategic Tax Planning
15:48 Breaking the Tax Panic Cycle
18:00 Final Thoughts and Next Steps

To connect or book a call with Aubree or download our free guides, visit:
www.TheWriteOffQueen.com and www.AVAccountingServices.com


Acknowledgements:
This podcast was edited and produced by Dolphin Podcasting www.DolphinPodcasting.com
The intro/outro music was produced by Holden Peyton and is licensed by Dolphin Podcasting, LLC.