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Avoiding Common Tax Mistakes: Lessons from an Accountant with Tara Robertson (Zenbooks)

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Manage episode 467817996 series 3502096
Content provided by Eric Saumure. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Saumure or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Send us a text

In this episode of the Small Business Big Insights Podcast, Eric welcomes Tara Robertson, a senior accountant at Zenbooks. Tara shares valuable insights on business taxation, her journey in the industry, and even some tax horror stories. They discuss the critical role tax accountants play, share tips for small business owners, and address common myths about business taxes in Canada.

0:30 Introducing Tara Robertson: A Journey in Accounting
1:34 The Cyclical Nature of Tax Season
4:08 Tax Horror Stories and Lessons Learned
6:59 Saving Clients Money
10:43 Unexpected Deductions and Client Conversations
14:15 Advice for Small Business Owners
20:10 Managing Stress and Fostering Team Spirit
23:33 Future Tax Changes to Watch Out For
25:50 The Importance of Professional Help
27:10 Tara's Interests
28:31 Final Thoughts and Contact Information
Tara Robertson
[email protected]
linkedin.com/in/tararobertsonaccountant

  continue reading

25 episodes

Artwork
iconShare
 
Manage episode 467817996 series 3502096
Content provided by Eric Saumure. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Saumure or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Send us a text

In this episode of the Small Business Big Insights Podcast, Eric welcomes Tara Robertson, a senior accountant at Zenbooks. Tara shares valuable insights on business taxation, her journey in the industry, and even some tax horror stories. They discuss the critical role tax accountants play, share tips for small business owners, and address common myths about business taxes in Canada.

0:30 Introducing Tara Robertson: A Journey in Accounting
1:34 The Cyclical Nature of Tax Season
4:08 Tax Horror Stories and Lessons Learned
6:59 Saving Clients Money
10:43 Unexpected Deductions and Client Conversations
14:15 Advice for Small Business Owners
20:10 Managing Stress and Fostering Team Spirit
23:33 Future Tax Changes to Watch Out For
25:50 The Importance of Professional Help
27:10 Tara's Interests
28:31 Final Thoughts and Contact Information
Tara Robertson
[email protected]
linkedin.com/in/tararobertsonaccountant

  continue reading

25 episodes

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