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Decoding Your Tax Forms

Understanding Your Tax Forms: Read Like a CFO. In this episode of Spicy Takes and Tax Breaks, Aubree Denekamp, the Write Off Queen, provides a January reality check on tax forms, including W2s, 1099s, and K-1s. Learn how to read and understand these forms like a CFO to avoid overpaying, under-planning, and anxiety. Aubree discusses strategies for organizing tax documents, reconciling income, and planning effectively for the future. Get insights on how to make smarter decisions about withholdings, quarterly estimates, and entity structures. Stay ahead with these actionable steps and create a comprehensive plan for tax season and beyond. 00:00 Introduction: Avoiding Tax Season Panic 00:29 Understanding Your Tax Forms 03:31 Reading Your W2 Like a CFO 05:17 Decoding 1099 Forms 07:30 Navigating K-1 Forms 09:36 IRS Matching and Avoiding Discrepancies 11:31 End of January Tax Checklist 12:48 Strategic Tax Planning 15:48 Breaking the Tax Panic Cycle 18:00 Final Thoughts and Next Steps To connect or book a call with Aubree or download our free guides, visit: www.TheWriteOffQueen.com and www.AVAccountingServices.com Acknowledgements: This podcast was edited and produced by Dolphin Podcasting www.DolphinPodcasting.com The intro/outro music was produced by Holden Peyton and is licensed by Dolphin Podcasting, LLC.