{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Simplify My Numbers | Saving 7-6-5 Entrepreneurs 5 Figures in Taxes","title":"Your Tax Health Check | Signs You Need a Strategy Shift","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/b08db9d8\"></iframe>","width":"100%","height":180,"duration":894,"description":"Is your CPA costing you thousands in overpaid taxes — without you even knowing it? When you've been working with the same accountant for years, it's easy to assume everything is being handled correctly. But what if autopilot mode is actually leaving serious money on the table? After reviewing hundreds of tax returns, the patterns are clear: familiarity breeds complacency, and complacency costs business owners real money — sometimes $10,000, $16,000, or more. In this episode, we walk through three real client cases where a fresh set of eyes uncovered significant tax overpayments, and then break down five warning signs that your CPA may no longer be actively looking for savings on your behalf.HighlightsThe \"Compliance Trap\" — why most CPAs shift to autopilot after year three and what that means for your tax billHow a missed bonus depreciation election cost one client $10,000 — and how we got it back through an amended returnWhy a client with no bookkeeping system overpaid $16,000 in taxes, and how reconstructing the financials uncovered the truthThe difference between taking the standard deduction vs. itemizing — and why choosing the wrong one cost one client $5,000–$6,000Tax planning vs. tax preparation: why proactive strategy (not just filing) is where the real savings happenThe best windows of the year to have a tax planning conversation with your CPA (hint: it's not tax season)Five signs your CPA has stopped looking for opportunities — and what to do about itWhy getting a second opinion on your tax return is one of the smartest moves a growing business owner can makeChapters0:48 – The Compliance Trap3:01 – Case One: Vehicle Depreciation4:27 – Case Two: Rebuilding Books5:58 – Case Three: Itemized Deductions7:44 – Five Signs Your CPA Misses Savings7:55 – Sign One: Plan vs. Prepare10:59 – Signs Two and Three: Stale Strategy12:01 – Signs Four and Five: Get Reviewed13:21 – Second Opinion Wrap UpWant to keep more of what you earn? If you’re a 7-6-5 business owner...","thumbnail_url":"https://img.transistorcdn.com/E0Gc0wU8bIWldC9D-uQsDKrcetNgirG15Ha3M58Rug8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9mOWQy/MjhlZDliMTMzYTZk/Yjc5OTIzYzcxYzc5/NTYyNy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}