#121: Be Proactive With Your Tax Planning, with Diane Gardner

Diane Gardner is an expert tax coach, Quilly award recipient, and best-selling author whose proactive planning approach gives clients a leg up on Uncle Sam and helps them dodge the tax bullet. Diane saves small business clients between $5,000 and $50,000 in as little as 60 minutes!

Her tax coaching sessions have resulted in a combined savings of over $700,000 to-date — hard-earned profits small business owners would have given to the government by overpaying taxes.

Leaving no deduction or credit unexamined, Diane ensures professionals like you pay the least amount of taxes allowed by law.

As a licensed Enrolled Agent, Diane prepares returns and helps taxpayers nationwide maximize profits and tax savings. She is a Certified Profit First Professional, an Accredited Tax Preparer and has elite certification as a Certified Tax Coach.

Diane is the co-author of the best-selling books, "Stand Apart" and "Why Didn't My CPA Tell Me That?" She has also authored six other books including her newest, "Stop Overpaying Your Taxes! 11 Ways Entrepreneurs Overpay and How to Stop it Now!"

She created the nationwide Get Off the Wheel Practice Management Solutions for Accountants and leads the Business Breakthrough Mastermind Group in her hometown of Rathdrum, Idaho.

Diane enjoys spending time with her husband, daughter and grandson in her spare time. She is active in her church, community organizations and several local Chambers of Commerce.

In this episode, Diane and Stacy discuss how to help entrepreneurs save money by being proactive with their tax planning.

Some highlights include:

"I had to learn how to market." At minute 2:00, Diane talks about how she reinvented her business after the recession.

Learn how to control your calendar. At minute 4:00, Diane talks about how important it is to schedule time on your calendar for projects & tasks.

"A little bit of planning saves a lot of money." At minute 6:00, Diane talks about some common mistakes that entrepreneurs make with their taxes.

Hire your kids to work in your business. At minute 7:00, Diane talks about some of the important lessons entrepreneurs can teach their kids by pulling them into their business.

Build a team. At minute 15:00, Diane talks about the importance of building a high level, star quality team around yourself.

Ways to contact Diane:

• Website: www.taxcoach4you.com
• Twitter: @gardner_diane
• Book: "The 10 Most Expensive Tax Mistakes That Cost You Thousands"

Resources:

• Outlook Calendar

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