Episodios

  • The April 15 Cash Crunch: Why It Happens and How To Handle It
    Mar 17 2026

    This week on the Sunlight Tax Podcast, I’m sharing practical tips to help you navigate the April 15 tax deadline with more clarity and less stress. I talk about why filing your taxes early can make a big difference, how estimated quarterly tax payments help self-employed people stay ahead, and how funding your IRA can lower your tax bill while building long-term financial security.

    I also dive into the bigger picture of tax planning for entrepreneurs and freelancers, including why understanding your tax obligations is one of the most empowering things you can do for your business. Plus, I share details about some upcoming workshops designed to help creatives, entrepreneurs, and self-employed individuals build simple, sustainable systems for managing money and taxes.

    Also mentioned in today’s episode:

    00:00 Understanding the April 15th Cash Crunch

    03:57 The Importance of Early Tax Filing

    06:39 Navigating Estimated Quarterly Taxes

    09:26 Preparing for Multiple Deadlines on April 15th

    12:10 The Significance of Funding Your IRA

    14:59 Strategies for Managing Tax Responsibilities

    17:43 Upcoming Workshops and Educational Opportunities

    If you enjoyed this episode, please rate, review and share it! Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.

    Links:

    Check out my program, Money Bootcamp

    Get your free visual guide to tax deductions

    Order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You’re Self-Employed



    Get full access to Taxes For Humans at sunlighttax.substack.com/subscribe
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    21 m
  • Big Change: Money Bootcamp Is Now a Guided Year with Co-Working
    Mar 10 2026

    This week on the Sunlight Tax Podcast, I share my journey through the pain points of small business finances.

    I talk about why tax literacy, making quarterly payments, and strategic financial planning are so important, especially for creative and mission-driven entrepreneurs like you.

    I also introduce my reimagined Money Bootcamp, now a guided, year-long program designed to help you avoid penalties, build savings, and stay tax compliant.

    Also mentioned in today's episode:

    01:00 Understanding the Pain of Tax Illiteracy

    10:34 Navigating Quarterly Taxes and Business Finances

    14:39 Introducing Money Boot Camp: A Guided Experience

    If you enjoyed this episode, please rate, review and share it!Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.

    Links:

    Join my Open House Today 3/10 at noon EST

    Check out my program, Money Bootcamp

    Get your free visual guide to tax deductions

    Order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed



    Get full access to Taxes For Humans at sunlighttax.substack.com/subscribe
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    16 m
  • Change is Coming: How I Use the Feedback Loop to Shift My Business
    Mar 3 2026

    In this episode of the Sunlight Tax Podcast, I take you behind the scenes of a challenging season in my business and share what it really looks like to navigate change as an entrepreneur. I share insights on the power of feedback, confronting financial realities, and the critical shift from simply learning about taxes and business to taking actionable steps that drive real results.

    I also introduce new workshops and community-building initiatives designed to make learning tangible, supportive, and actionable. If you're a small business owner, creative, or entrepreneur looking to grow with confidence and clarity, this episode shows how to shift from overwhelm to empowered action.

    Also mentioned in today's episode:

    01:00 Navigating Difficult Times in Business

    09:37 Embracing Change and Taking Action

    17:56 Building Community and Future Workshops

    If you enjoyed this episode, please rate, review and share it!Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.

    Links:

    Join my Free Class on 3/4: Make Money Easier, Starting With Taxes

    Order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed

    Check out my program, Money Bootcamp

    Get your free visual guide to tax deductions



    Get full access to Taxes For Humans at sunlighttax.substack.com/subscribe
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    21 m
  • Behind The Scenes As I Navigate Change In My Business: We're In This Together
    Feb 24 2026

    This week on the Sunlight Tax Podcast, I'm sharing my personal experiences with vulnerability and the challenges I've been navigating in my business, especially after a recent drop in sales. I talk about the emotional impact of that shift and why transparency, integrity, and adaptability matter so much to me as a business owner.

    I also reflect on the economic uncertainty many small businesses are facing right now and the importance of trust, community, and personalized guidance during these times. I'm also inviting you to my upcoming class, which I created to help simplify taxes and make it more accessible for small business owners.

    Also mentioned in today's episode:

    01:00 Navigating Vulnerability and Business Challenges

    05:11 Modeling Flexibility in Business

    09:52 Understanding Economic Uncertainty

    14:35 Building Trust and Community

    19:04 Improving Business Offerings

    23:55 Invitation to Learn and Grow Together

    If you enjoyed this episode, please rate, review and share it!Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.

    Links:

    Join my Free Class on 3/4: Make Money Easier, Starting With Taxes

    Order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed

    Check out my program, Money Bootcamp

    Get your free visual guide to tax deductions



    Get full access to Taxes For Humans at sunlighttax.substack.com/subscribe
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    28 m
  • My Tax Filing Checklist to Help You Get Your Taxes Done Today
    Feb 17 2026

    This week on the Sunlight Tax Podcast, I'm diving into why early tax preparation is a game-changer for the self-employed. From getting your refund faster to enjoying the peace of mind that comes with knowing your taxes are handled, filing early has real, tangible benefits.

    I'll share practical tips to organize your tax documents without overwhelm and share why my book, Taxes for Humans, and the accompanying workbook are designed to make the tax filing process simpler, clearer, and more approachable.

    Plus, I walk you through my Instant Relief Bundle, which combines my book, workbook, and extra resources to help you tackle taxes with confidence, reduce stress, and take control of your finances. Whether you're self-employed or just looking for a smarter way to file, this episode gives you actionable strategies to get ahead.

    Also mentioned in today's episode:

    01:00 The Importance of Early Tax Preparation

    03:36 Benefits of Filing Taxes Early

    06:51 Practical Tips for Tax Organization

    10:22 Introducing the Instant Relief Bundle

    If you enjoyed this episode, please rate, review and share it!
    Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.

    Links:

    Order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed

    Check out my program, Money Bootcamp

    Get your free visual guide to tax deductions



    Get full access to Taxes For Humans at sunlighttax.substack.com/subscribe
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    16 m
  • The Danger of A Huge Tax Bill, and How Money Bootcamp Protects You
    Feb 10 2026

    This week on the Sunlight Tax Podcast, I'm breaking down the real danger of ending up with a massive tax bill and why bookkeeping and quarterly taxes are the key to avoiding it.

    I explain how estimated taxes actually work, the common mistakes self-employed people make, and why I created Money Bootcamp to help freelancers, creators, and small business owners stay organized and protected. Inside the program, you'll get practical tools, clear systems, and built-in accountability to reduce tax stress and stop feeling perpetually behind. If taxes have been a constant source of anxiety, this episode is for you.

    Also mentioned in today's episode:

    00:13 Introduction to Tax Awareness

    02:36 The Importance of Quarterly Taxes

    05:44 Understanding the Pain of Tax Bills

    08:11 Who Money Bootcamp Serves

    10:53 The Difference Between the Book and the Program

    14:55 Accountability in Money Bootcamp

    18:31 Invitation to Money Bootcamp Open House

    If you enjoyed this episode, please rate, review and share it!
    Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.

    Links:

    Check out my program, Money Bootcamp

    Join my Open House Today (2/10) at 3PM EST

    Order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed

    Get your free visual guide to tax deductions

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    22 m
  • Don't Tax Protest—Boycott. Plus, Selling in Dark Times
    Feb 3 2026

    In this week's episode of the Sunlight Tax Podcast, I open up about navigating personal and societal upheaval during times of economic uncertainty and political tension. We dive into the challenges small business owners face, including how hard it can feel to sell your work in dark times and why some forms of protest or "resistance" can unintentionally hurt ethical small businesses.

    I also share practical strategies for pushing back without causing harm, maintaining integrity, and turning anger or frustration into constructive action. This episode is a reminder to stay encouraged, continue your good work, and support your business and community responsibly, even when the world feels unstable.

    Also mentioned in today's episode:

    00:00 Navigating Dark Times: Personal Reflections

    03:39 Tax Protests: A Dangerous Path

    06:20 Effective Resistance: Boycotts and Economic Action

    09:04 Supporting Small Businesses Amidst Upheaval

    11:34 The Struggles of Small Business Owners

    14:24 Balancing Sales and Ethics in Difficult Times

    17:11 The Importance of Sustaining Your Work

    20:09 Let's Support Each Other and Resist

    If you enjoyed this episode, please rate, review and share it!
    Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.

    Links:

    Sunlight Tax Podcast Episode 143: Should You Do A Tax Protest?

    Indivisible.org

    Resist and Unsubscribe Campaign

    Order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed

    Check out my program, Money Bootcamp

    Get your free visual guide to tax deductions

    Más Menos
    25 m
  • 1099 Problems (and How to Avoid Them)
    Jan 27 2026

    In this episode of the Sunlight Tax Podcast, I explain what 1099 forms are, why accurate 1099 reporting matters, and how mistakes can impact your taxes if you're self-employed. I break down common 1099 problems and how to avoid them. I also share what to do when a 1099 is wrong and how to make sure all your income is properly reported to the IRS. We also cover key 1099 deadlines and practical bookkeeping tips to help freelancers, contractors, and small business owners stay compliant and avoid costly surprises at tax time.

    Also mentioned in today's episode:

    01:12 Understanding 1099s: An Introduction

    03:21 The Importance of Accurate Reporting

    06:25 Common 1099 Problems and Solutions

    08:57 Tallying Your Income Effectively

    12:03 Some Tips for 1099 Management

    If you enjoyed this episode, please rate, review and share it!
    Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.

    Links:

    Join my free class on 1/27 at noon EST: Make Taxes Easier and Stash an Extra $152k in Your Savings

    Get my short course: All About 1099s

    Check out my program, Money Bootcamp

    Order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed

    Get your free visual guide to tax deductions

    Más Menos
    13 m