WHH36: Attention: Entrepreneurs: STOP Over Paying Your Taxes! with Diane Gardner

The Win Diane Gardner Heather Havenwood

Who is Diane Gardner?

Diane Gardner is a Certified Tax Coach, and bestselling author, “whose proactive planning approach gives clients a leg up on Uncle Sam and helps them dodge the tax bullet.” To date, Diane had saved her clients a total of over 1 MILLION dollars!

“My total philosophy is legally using court-tested, IRS-approved strategies to save my clients money.” – Diane Gardner

Why Selecting the Right Tax Professional is Like Dating

Diane equates the process of finding the right tax professionals to dating and I think it's a perfect metaphor. She says you have to start getting to know them gradually and build up the relationship once you feel comfortable.

“Is this person that’s going to help you run your business, and help you become more successful in your business, do they have the same mindset as you?” – Diane Gardner

The 3 Levels of Engagement from Tax Professionals

I used to just assume a CPA was there to give me advice and help me figure out how to save the most money on taxes. However, through some difficult and expensive lessons, I've learned this isn't always the case.

Diane gives a breakdown of the three main levels of engagement you can get from a tax professional depending on what you hire them for: tax preparation, tax projections, and tax planning.

“I had a CPA. I had a bookkeeper around me. No one was showing me what was happening. No one was showing me the bleed out that was going on.” – Heather Havenwood

If you are short on time, here are the highlights of Attention: Entrepreneurs: STOP Over Paying Your Taxes! with Diane Gardner:

The Difference Between a CPA and a Certified Tax Coach ([3:50])
Diane’s Philosophy on Paying Taxes ([6:42])
The #1 Mistake Small Business Owners Make with Their Taxes ([9:18])
Why Selecting the Right Tax Professional is Like Dating ([12:00])
Taking Emotions Out of the Numbers ([23:14])
The Three Levels of Engagement from Tax Professionals ([32:40])

Connect with Diane Gardner

Diane Gardner's Website
Check Out Diane's Books

Diane Gardner's Bio

Diane Gardner is a Certified 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!

Heather Highlight

In this clip, I'm interviewed by Lance Tamashiro of The Lance Tamashiro Show podcast. Check out the full interview here.