Purpose Chasers Podcast

Ep. 93 - Making a lot of money is bad without a plan w/ Sarah Jones, CPA

Informações:

Synopsis

Last week, I shared how a scarcity mindset in business leads to large tax bills. Once I gained clarity on my financial goals, my mindset shifted into how I was going to secure my financial success. By hiring a certified and licensed professional tax planner and bookkeeper, my business began to level up exponentially.  This week, I am talking with my personal Tax Planner & Bookkeeper, Sarah Shannon-Jones, owner of Lenwood Hazel Group. With over 15 years of experience, Sarah holds 3 Masters’ degrees, a Certificate from Cornell University is an Enrolled Agent with the IRS-licensed in all 50 states, and is a Certified Tax Coach-an an exclusive designation available only to an Attorney, CPA, or EA in the United States. Lenwood Hazel Group is a unique, full-service tax and bookkeeping firm that creates massive value by integrating advanced tax strategies that are custom-built for each client. LHG also specializes in custom-built CFO services to transform our client’s financial cycle and bring in-depth visibilit