How to Handle Your Taxes Like a Pro (and Save Money)

by Katelyn Magnuson, “Millennial Money Expert”

Taxes and being audited are one of the most consistent stressors and Katelyn Magnuson of The Freelance CFO provides tools and resources to handle business and personal finances properly. She can help with:

-How to plan for audit proofing your business, advocating for documenting business expenses, not claiming things that are questionable, and building a solid expense “portfolio”.

-Teaching you how to automate your 💵 & hit big financial goals w/o dropping coffee or weekend brunch!

-Why she loves TurboTax and recommends it to clients. In many cases, you don’t need an accountant handling your taxes if you’ve done a bit of education, organized your documents, and can follow the instructions in the tax software.

Katelyn says, “A lot of people are surprised that I recommend using a tax software, but if you have good information to input, you’re a sole proprietor or a single member LLC, there’s no reason not to take advantage of the savings and go with a quality tax software.”

Please visit the links below for more info…


Written by Jay Feldman

Dr. Jay Feldman is an Osteopathic medical doctor, speaker, and serial entrepreneur. He is the founder of several successful companies such as Otter Public Relations, Instelite, and REX Fitness. In addition to running multiple businesses, he hosts the Mentors Collective Podcast where he teaches the secrets to business success and creating freedom. He maintains a strong social media presence with over 200,000 followers. Dr. Feldman was recently named International Business Times "Top Entrepreneurs to Watch in 2020"