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Woah! I love this episode. We’re diving in with Mickey Kerr from WellnessFi a book-keeping and tax specialist advising organization that specializes in working with therapists.
We’re going to talk about my $16,000 tax mistake. Back in 2018, I paid over 20k towards my student loans and saved just about 20k for my maternity leave – only to find out, just two months before I went on leave, that I owed over 16k in taxes. Mother Mia! Ay yi yi!
In this episode, I’m going to lay out my finances so that Mickey can help me understand where – exactly – I went wrong and what I should’ve done differently in order to avoid this huge tax mistake that cost me almost my entire maternity leave financial safety cushion.
I made the mistake of not discovering Wellnessfi until it was too late. Don’t be like me! Go to Wellnessfi.com/heytiffany and sign up for your free consultation. If you end up working with them, they’ll do 6-months worth of bookkeeping catchup for free!
In this episode, Mickey will share:
What I could’ve done differently in order so that I wouldn’t have been caught off guard with a 16k tax surprise;
How one small steps can save therapists thousands of dollars a year;
What happens when you have a team of financial professionals on your side;
The consequences that come when we don’t handle our finances;
The top 3 things therapists can do to get their finances right, starting today.
Resources we talk about:
More about Mickey:
Mickey Kerr, CPA, Principal – Joined the Wellness Fi team after having served various Senior roles within boutique tax advisory firms in the Austin area. A Central Texas native, Mickey brings a diverse skillset and background that highly aligns with Wellness Fi’s vision and core values. A dedicated advocate for the small business owner, he has focused his practice on crafting custom solutions for start-ups and entrepreneurs centered around optimization, back-office automation, and tax minimization. As a former college athlete, he enjoys the competitive and proactive approach of working with business owners and takes a great deal of pride in watching clients succeed.
Outside of work, Mickey enjoys connecting with others through various non-profits and local charities in the Austin area.
What perfect timing! I haven’t even listened yet – I have been (anxiously) searching for help. In 2018 I had to pay an unexpected additional $15K PLUS put $15 in a retirement account in order not to have to pay additional taxes…now I am going to listen…Thanks for this Tiffany
WHOOOT Fran! Let me know what you think after you listen. 🎉
I just loved Mickey. He may just be my next husband! He was so humble and shared so freely! Thank you Tiffany for be transparent with your tax misstep. This was a much needed convo!
HA! I’ll make sure to pass on the message, Raye! I’d love to know what action step YOU have coming after listening to this episode.