Most people pay more tax than they legally owe, not because they’re doing anything wrong, but because they don’t have a real tax strategy. In this episode of the Hidden Money Podcast, CPAs Mike Pine and Kevin Schneider introduce a brand-new tool: a Free Tax Assessment that helps you quickly spot the gaps in your current approach and uncover where you may be leaving money on the table.

In about 10 minutes, you’ll answer a simple set of questions (no pressure, “open book” style) and get a clear tax score that highlights your biggest opportunities, whether you’re a W-2 earner, a business owner, or both. You’ll also learn why “meeting your CPA once a year” often leads to missed strategies, and why proactive planning puts you back in control of your results.

In this episode, we cover:

• How to tell if you’re overpaying taxes (and what to do about it)

• Why a written tax strategy matters more than a verbal plan

• Key questions that reveal your biggest planning gaps

• The difference between “tax preparation” and tax strategy

• How business owners and W-2 earners should think differently

• Why “AI-built tax plans” can be risky, and how to stay compliant and confident

• How real estate questions (bonus depreciation, cost segregation, ownership structure) impact your strategy
  

Take the Free Tax Assessment and find your tax saving opportunities at revotaxpayer.com

If you’ve ever wondered, “Am I paying too much tax?” this episode is your starting line.

Want to pay less tax legally without gimmicks or sketchy shortcuts? In this episode of the Hidden Money Podcast, we break down 5 overlooked tax strategies that can put real money back in your pocket, whether you’re a W-2 earner, business owner, or investor.

Hundreds of thousands of taxpayers miss out on billions in tax credits simply because they don’t know what to claim. In this episode we walk through practical, real-world moves that clients use to lower taxable income, capture credits, and stop overpaying.

• Timing strategies - front-loading expenses, prepaying, and “bunching” deductions
• Entity structuring - why an LLC isn’t a tax strategy—and what might be
• Tax-advantaged investing - 401(k), IRA, Roth options, HSA, and more
• Estimated tax mistakes - how overpaying can cost you money and flexibility
  

....and the #1 overlooked strategy, working with a true tax strategist.

If you’ve ever thought “it is what it is” about taxes… this episode is your wake-up call.

Follow the show for more tax planning, deductions, credits, and wealth-building strategies hidden in the tax code.
Share this episode with someone who’s probably overpaying and visit https://www.revotaxpayer.com/https://www.revotaxpayer.com/ for a free consulation!

#TaxPlanning #PayLessTax #TaxStrategies #TaxStrategy #CPA #SmallBusinessTaxes #PersonalFinance

Want your tax refund faster, and less risk of someone filing in your name? In this episode of Hidden Money, Mike and Kevin break down why filing early (and filing electronically) can put your money back in your pocket in Q1, not months later.

They also unpack a growing issue: tax-related identity theft, where fraudsters file a return using your Social Security number before you do then disappear with the refund. You’ll learn simple, practical steps to protect yourself, streamline your document gathering, and make tax season feel less like a scramble.

In this episode, we cover:

• Why filing early + e-filing speeds up refunds

• The “interest-free loan” you might be giving the government

• How refund fraud happens (and why procrastination increases risk)

• A smarter way to gather and send your tax documents

• One extra protection step: an IRS Identity Protection PIN (IP PIN)

If you’re tired of the stress, the last-minute chaos, or watching your refund arrive way too late... this one’s for you.

Next step: If you want a proactive plan to keep more of what you earn, schedule a consult with the Revo Tax team: https://www.revotaxpayer.com/