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Tax Preparation Episodes

Feb. 24, 2025

Overwhelmed by tax prep? How to decide between software and an accountant with confidence.

Tax season can be a total nightmare, right? We’re diving into the nitty-gritty of whether you should tackle your taxes with software or call in the pros. I mean, we've got some juicy tales from folks who thought they could DI...
Feb. 17, 2025

Why did I get this 1099? What it means and how to avoid costly mistakes

Ever gotten a 1099 form and felt your heart drop faster than a lead balloon? You’re definitely not alone! Today, we’re diving into the wild world of 1099 forms—what they mean, why you got them, and how to tackle them without ...
Feb. 11, 2025

Filing Without All Your Tax Documents? Why It’s Risky and How to Get What You Need?

Filing your taxes without all your documents? Yeah, it can be a bit like playing with fire – you could get burned! Today, we're diving into the risky waters of hasty tax filing and uncovering how it could cost you more than j...
Feb. 5, 2025

Who’s doing your taxes – and can you trust them?

Choosing the right tax preparer is crucial to avoid costly mistakes and potential fraud. This episode highlights the key red flags to watch for when selecting someone to handle your taxes, ensuring you don't fall victim to di...
Feb. 4, 2025

Who can you trust for your taxes? How to choose the right professional.

Finding a trustworthy tax professional is crucial, especially for small business owners like Bridgette, who fear making costly mistakes with their taxes. Ralph Estep Jr. addresses common concerns about hiring tax preparers an...
Feb. 3, 2025

Struggling with taxes? When should you bring in the pros?

Are you feeling overwhelmed by tax season and unsure if you should hire a professional? Ralph Estep Jr. addresses this common dilemma faced by many, especially small business owners like Kassandra, who shared her struggles wi...