Keep More Money with Kimberly Tara, CPA CTC

137. The #1 Reason You’re Overpaying in Taxes

23 min · 29. sep. 2025
Forsidebilde av episoden 137. The #1 Reason You’re Overpaying in Taxes

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In this episode of 'Keep More Money,' Kimberly Tara, CPA and certified tax coach, addresses the common issue of business owners overpaying taxes She discusses how many CPAs focus on compliance and volume rather than proactive tax strategy, which results in missed opportunities to save money. Listen to hear the eight key points to evaluate whether your current tax support is adequate, or not. Kimberly encourages listeners to re-evaluate their current CPA services now while it's not tax season. Connect with Kimberly on Instagram: @kimberlytaracpa [https://www.instagram.com/kimberlytaracpa]

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Alle episoder

144 Episoder

Forsidebilde av episoden Stop Googling Tax Write-Offs: There's Finally a Better Way

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If you've ever found yourself down a rabbit hole at midnight trying to figure out what tax strategies actually apply to your business, this episode is for you. After 10 years of running one of the most affordable and reputable tax strategy firms in the country, CPA and certified tax coach Kimberly Tara kept running into the same heartbreaking problem: the business owners who needed her most couldn't afford to work with her. Not because her prices were unreasonable but because if you're profiting under $80,000 a year, the math just doesn't make sense to pay a tax strategist tens of thousands of dollars annually. And yet ... those business owners still deserve real tax strategy. So she built something that didn't exist before. In this episode, Kimberly pulls back the curtain on TaxMove, a first-of-its-kind software tool that gives profitable small business owners one personalized next tax move based on their actual numbers, entity, and situation.  She also gets real about the decade-long journey that led here. The clients she had to turn away, the idea she shelved for seven years, and why she finally decided the time was now. In this episode you'll learn: * Why the tax industry was built for compliance, not strategy (and what that means for you) * What the "tax middle" is and why profitable small business owners are stuck in it * The difference between tax information and tax strategy (and why it matters) * Why generic AI tax advice is only accurate 60–65% of the time  * How TaxMove works and who it was built for * What it actually looks like to be proactive about taxes all year long This episode is for you if: * Your business is profitable but you know you're not keeping as much as you should * You're tired of only hearing from your CPA at tax time * You've been hit with a penalty you didn't see coming * You know you're overpaying in taxes but have no idea where to start Ready to stop overpaying? Grab your free Tax Savings Analysis and lock in the Founder's Rate at app.taracpafirm.com before May 7, 2026. [https://app.taracpafirm.com] Click HERE to join TaxMove today! [https://taracpafirm.com/waitlist] Connect with Kimberly on Instagram: @kimberlytaracpa [https://www.instagram.com/kimberlytaracpa]

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Forsidebilde av episoden 140. Employee or Contractor? What you need to know about taxes & the IRS crackdown on proper classification

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In this episode of Keep More Money, Kimberly Tara, CPA, CTC addresses the challenges women business owners face with taxes and business finances while sharing her own experiences of balancing a growing business with family life. Kimberly discusses the critical differences between W2 employees and 1099 contractors, highlighting the tax implications and IRS rules associated with each. She emphasizes the importance of proactive tax strategy and proper classification to avoid costly mistakes. The episode aims to empower business owners and freelancers to take control of their financial decisions, minimize tax burdens, and build lasting wealth. Click HERE to join TaxMove today! [https://taracpafirm.com/waitlist] Connect with Kimberly on Instagram: @kimberlytaracpa [https://www.instagram.com/kimberlytaracpa]

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