Although tax season might be over, tax planning never ends.
Stay on top of your finances now to avoid penalties later that you weren’t anticipating or budgeting for.
In this episode, Keith Beggs talks with Sarah Jones, CEO of Sarah Jones CPA LLC, about her experience as a Certified Tax Planner, and what her and her company do for various types of business owners to save them thousands of dollars during tax season.
Keith and Sarah discuss:
- Common mistakes business owners make when it comes to filing their taxes
- What is a self-employment tax and how it might affect your finances
- Why some business owners make the mistake of understanding what type of corporation they fall under
- The importance of proper bookkeeping
- And so much more
Book Time with Keith Beggs:
Connect with Keith Beggs:
- LinkedIn: Keith Beggs
- LinkedIn: Steadfast Wealth Strategies
- Facebook: Steadfast Wealth Strategies
Connect withSarah Jones:
About our Guest: Sarah Jones is a long-time Willis resident (Go Kats!) and is a WHS graduate. She is a Certified Public Accountant in the state of Texas and is an Enrolled Agent; licensed with the IRS in all 50 states. She holds a Master of Business Administration, Master of Science in Accountancy, and a Master of Science In Finance. She also holds a Certificate in Financial Management from Cornell University. Sarah also holds the prestigious designation of Certified Tax Planner, available only to CPA’s, EA’s, and Attorneys. Her passion is tax planning and strategically setting her clients up for long-term success in building their dreams, protecting their assets, and growing their legacy. She has been married to Phil Jones for 10 years and together they have four children: Devyn Conner, a resident of Louisiana; Kloe Bailey, a student at Dallas Baptist University; Taylor Jones, a student at Texas A&M University, and Phil Jones III, a spunky 7 year old who gets spoiled by his older sisters. They are members of Over Under Fellowship and enjoy traveling, working out, and spending time with family.