Good Neighbor Podcast: Frisco
What makes Shalini Kodial with Shalini Kodial CPA, PLLC a good neighbor? We talk with Shalini Kodial, founder of Shalini Kodial CPA, PLLC, about what business owners and individuals can do to stay compliant, make smarter financial decisions, and avoid the costly mistakes that often come from bad tax advice. Based in Grapevine, Texas near DFW Airport, Shalini serves clients across the country with tax preparation, accounting, bookkeeping, and proactive tax planning services. Shalini shares her journey from corporate accounting in the restaurant industry to launching her own CPA firm in 2023. What started with just two bookkeeping clients quickly grew into a thriving practice serving hundreds of business owners across a variety of industries. Her experience has given her a practical perspective on the challenges entrepreneurs face and the systems they need to build for long term financial success. We also discuss the importance of year round tax planning rather than treating taxes as a once a year event. Shalini explains how clean books, accurate records, and proactive planning help business owners make informed decisions, reduce stress, and identify opportunities to build wealth while staying compliant with tax regulations. One of the most valuable parts of the conversation focuses on common tax myths and misinformation. Shalini addresses the rise of social media tax advice and explains why many popular “tax hacks” can create significant audit risk. She breaks down the principle that business deductions must be ordinary and necessary and shares why professional guidance can help business owners avoid expensive mistakes. We also talk about the types of clients she serves most often, including restaurant owners, construction companies, real estate professionals, attorneys, doctors, nonprofits, and other small business owners looking for strategic financial guidance and reliable accounting support. If you are a business owner, entrepreneur, or professional looking for a more confident and organized approach to taxes and financial planning, this conversation offers practical insights that can help you make better decisions year round. Subscribe, share, and leave a review with your question for the next episode. Guest Info: Shalini Kodial CPA, PLLC | https://skodialcpa.com | (682) 231-0856
458 episodios
Comentarios
0Sé la primera persona en comentar
¡Regístrate ahora y únete a la comunidad de Good Neighbor Podcast: Frisco!