Send us a text We unpack how gambling wins turn into taxable income even when you net a loss, why Oklahoma’s rules are especially harsh, and how marketplace health credits can trigger surprise paybacks. We close with a Texas update on tax-related credits for nonpublic education. Email us at Carson@sandsco.net Support the show Create a STAN Store - Click here to try it out! Here's where you can find us! Shop our business guides! Our Instagram Page Our family page
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Send us a text We unpack how gambling wins turn into taxable income even when you net a loss, why Oklahoma’s rules are especially harsh, and how marketplace health credits can trigger surprise paybacks. We close with a Texas update on tax-related credits for nonpublic education. Email us at Carson@sandsco.net Support the show Create a STAN Store - Click here to try it out! Here's where you can find us! Shop our business guides! Our Instagram Page Our family page
97. Client Etiquette 101: How to Work Effectively with Your CPA
What Your CPA Wants You to Know
13 minutes
7 months ago
97. Client Etiquette 101: How to Work Effectively with Your CPA
Send us a text Working with a CPA effectively requires understanding both what to do and what to avoid to create a productive professional relationship that benefits your business. • Be organized when providing documents rather than dropping off unsorted boxes • Avoid piece-mailing documents and instead provide complete packages when ready • Consolidate questions and communications to respect your CPA's time • Ask questions to understand your tax situation and learn from your CPA • Plan ahea...
What Your CPA Wants You to Know
Send us a text We unpack how gambling wins turn into taxable income even when you net a loss, why Oklahoma’s rules are especially harsh, and how marketplace health credits can trigger surprise paybacks. We close with a Texas update on tax-related credits for nonpublic education. Email us at Carson@sandsco.net Support the show Create a STAN Store - Click here to try it out! Here's where you can find us! Shop our business guides! Our Instagram Page Our family page
