The Rv Entrepreneur With Heath Padgett

RVE 236: Tax Season 2022 - Setting Yourself Up For Success With Heather Ryan The Tax Queen

Informações:

Sinopsis

Heather Ryan is the owner of The Tax Queen, a tax firm supporting entrepreneurs and digital nomads. As a federally-licensed Enrolled Agent, she supports her clients year-round with tax preparation, tax planning and bookkeeping. She's been traveling in a 5th wheel with her husband and two dogs since September 2016. In this episode Heather tells us about being an enrolled agent and that means versus an account or CPA. We talk about the challenges of switching into a nomadic lifestyle and how she has grown her business while on the road. We get into how being a digital nomad herself allows her to better serve her clients and what her services offer over a more traditional tax preparer. There are a few things that we as entrepreneurs can do to make the tax filing a smooth interaction and Heather goes into the biggest issue she sees with clients and ways to solve those problems. We talk about how detailed our descriptions of individual line items need to be and several deductions folks often miss out on when