Episodes

  • 3 Tax Day Mistakes That Cost You Money
    Mar 31 2026

    This week on the Sunlight Tax podcast, I’m breaking down what tax day really means and clearing up the common misconceptions that can cost you money. If you’re someone who gets confused about the difference between tax filing and tax paying, or is not sure about estimated quarterly tax payments, this episode will give you the clarity you need.

    I’ll walk you through how the tax system actually works, why quarterly payments matter (especially for freelancers and small business owners), and how to avoid unnecessary penalties. You’ll get practical tips you can use right away to stay on track, manage your cash flow, and feel more confident navigating tax season.

    Also mentioned in today’s episode:

    00:00 The Start of Spring and Tax Preparation

    03:44 Understanding Tax Filing vs. Payment

    06:32 The Importance of Tax Extensions

    09:14 Quarterly Tax Payments Explained

    12:20 DIY Tax Support and Resources

    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:

    Get my Tax Help on Substack.

    A Step by Step Guide on How to Pay Your Estimated Quarterly Taxes on The IRS Website

    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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    17 mins
  • How to Handle Your First Estimated Tax Payment (April 15 Guide)
    Mar 24 2026

    On this episode of the Sunlight Tax Podcast, I break down everything you need to know to make your first 2026 estimated quarterly tax payment. Learn how to manage cash flow, make accurate payments, and avoid going it alone.

    I share actionable tips, resources, and introduce my new Substack to help small business owners stay on top of taxes and maintain financial health all year long.

    Also mentioned in today’s episode:

    00:00 Introduction to Quarterly Tax Payments

    10:09 Understanding the Importance of Quarterly Tax Payments

    15:25 Methods for Calculating Quarterly Tax Payments

    23:02 Final Thoughts on Tax Payments and Support

    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:

    Last week’s episode: The April 15 Cash Crunch: Why It Happens and How To Handle It

    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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    27 mins
  • 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 mins
  • 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 mins
  • 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 mins
  • 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 mins
  • 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 mins
  • 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



    Get full access to Taxes For Humans at sunlighttax.substack.com/subscribe
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    22 mins