4.9 • 607 Ratings
🗓️ 14 April 2025
⏱️ 51 minutes
🧾️ Download transcript
Episode 319 features Alex Davis of AGA Tax and Consulting Services. With tax season here, we're sharing tax planning tips for entrepreneurs. Listen now!
Alex C. Davis is a CPA and CERTIFIED FINANCIAL PLANNER™ helping women entrepreneurs master tax strategy and build lasting wealth. As a single mom who paid off $50K in debt and grew a $300K+ net worth, she brings both expertise and empathy to every client she serves.
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0:00.0 | I personally think if you start a business and you're generating income, you should at least have a |
0:04.9 | consultation with a tax account. |
0:07.6 | And the reason I say that is, especially if you've never run a business before or you are not in a world with other business owners, there's just so much you don't know. |
0:15.2 | And so working with someone who can at least give you the foundation of things for you to be on the lookout for is just going to allow you to have so much ease going into this entrepreneurial journey. Have so much stuff to worry about as is. So trying to figure out tax stuff and bookkeeping, it's just too much. If it's in your budget, meeting with someone to say, hey, you know what, I just want to make sure everything is set up correctly. What can I look out for? What expenses? Can I make sure that I don't |
0:38.4 | miss? Things like that would be very, very helpful. Yeah, I absolutely agree. You know, it's like one of |
0:42.9 | those scenarios where you don't know what you don't know and you could find yourself in a situation |
0:47.0 | where you are paying more in taxes than you should be just because you're not aware of where |
0:51.9 | those opportunities are for you to save. |
0:58.3 | You're listening to, A Personal Finance Podcast for the Modern Latina. |
1:02.9 | I'm your host, Janice Torres, award-winning Latina personal finance expert. |
1:07.6 | I didn't always have my financial shit together, |
1:10.0 | but when I started looking for POC-friendly personal finance podcasts, I couldn't always have my financial shit together, but when I started looking for |
1:11.4 | POC-friendly personal finance podcasts, I couldn't find any. And so Yo Quiero Dino was born. On this |
1:17.4 | show, I'll show you how to make dinero, how to keep your Dinero, and most importantly, how to make it |
1:22.7 | grow. Each week, I'm connecting you with the most brilliant minds in the world of money and business |
1:27.6 | so you can learn about investing, entrepreneurship, and building wealth. |
1:31.8 | The best part, I'm dishing up all this knowledge with a sassy side of sason. |
1:36.9 | So if you're ready to be Poderosa with your dinero, you've come to the right place. |
1:41.5 | Let's dive in. |
1:43.3 | Before we hop into today's conversation, I want to remind |
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