LaTrice Your Numbers Girl

LaTrice Your Numbers Girl Your Tax, Money and Real Estate Guru!

September is HERE. šŸ‘€Which means we have 4 months left to make tax moves for 2026.Please don’t come looking for tax plann...
09/02/2026

September is HERE. šŸ‘€

Which means we have 4 months left to make tax moves for 2026.

Please don’t come looking for tax planning on December 30th. šŸ¤¦šŸ½ā€ā™€ļø

Tax preparation tells us what already happened.

Tax planning gives us time to do something BEFORE it happens.

Income changed?

Business grew?

Made a major purchase?

Haven’t looked at your numbers all year?

Now is the time to start asking questions.

Because once December 31st passes, some doors CLOSE.

We still have time.

But that clock is ticking. ā°

Prepare. Protect. Prosper.

Comment PROTECT if tax planning needs to be on your year-end list.

How can business owners reduce their tax bill before December 31?First, stop looking for something to buy just so you ca...
08/31/2026

How can business owners reduce their tax bill before December 31?

First, stop looking for something to buy just so you can ā€œwrite it off.ā€ šŸ˜‚

That’s not where I start.

I want to know:

Is your bookkeeping accurate?

How much are you projected to make this year?

How much have you already paid toward taxes?

Are you an S Corporation?

Are you maximizing retirement opportunities?

Are there legitimate business expenses you’ve paid personally?

Did you buy or sell real estate?

THEN we can talk strategy.

Because I can’t tell you which tax strategies make sense until I know your numbers.

Tax preparation tells us what happened.

Tax planning gives us an opportunity to make decisions while there’s still time to do something about it.

Don’t wait until tax season to start planning.

Prepare. Protect. Prosper.

Comment PREPARE if you want help looking at your situation before December 31.

08/27/2026

Tax Preparation Is Not Tax Protection

Tax prep answers, ā€œWhat happened last year?ā€ Tax protection asks, What could cost me later?ā€

By the end of the series, you’ll understand:

1. The differences between preparation, planning, monitoring, and representation.

2. How risks can remain after a return is filed.

3. How the Prepare. Protect. Prosper. framework works.

Over the next couple of weeks, we’ll break down each difference, so stay tuned….

Don’t wait until a tax issue becomes urgent before asking questions. If you want help with your situation, comment PREPARE!

Decision loadingā³ā€¦āœØStay tuned šŸ‘€šŸ”„
04/22/2026

Decision loadingā³ā€¦āœØStay tuned šŸ‘€šŸ”„

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