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/

Taxes don’t have to feel like a mystery tax you pay for being busy.

In this Hidden Money episode, Mike Pine and Kevin Schneider break down why good bookkeeping and clean records aren’t just “admin”... they’re one of the fastest ways to keep more of what you earn. If you’re growing a business but avoiding the “bean counting” until tax time, this conversation is your wake-up call (without the guilt trip).

You’ll hear why sloppy books can quietly cost you tens of thousands, how clean records make tax planning possible, and why outsourcing the bookkeeping can be one of the highest-ROI decisions a business owner makes.

In this episode, we cover:

• Why recordkeeping directly impacts how much tax you end up paying

• The “we don’t even know what you make” problem (and how it kills tax strategy)

• A simple way to think about bookkeeping: routine maintenance vs. a painful cleanup

• Why banks and the IRS ask for the same things and what happens when you can’t produce them

• The real cost of “saving money” by skipping a bookkeeper

Want help getting your records in order?
Visit revotaxpayer.com or revoyourbooks.com to schedule a consultation.

Hidden Money Podcast - practical tax strategy for business owners and high earners who want to keep more of what they make.

It’s the end of the year, and while year-round planning is the goal, there’s still a move that can make a real difference right now: prepaid expenses.

In this episode of The Hidden Money Podcast, CPAs Mike Pine and Kevin Schneider explain how cash-basis taxpayers (which includes most individuals and small businesses) can use prepaying certain normal, recurring bills to increase deductions in a high-income year... without creating fake expenses.

They break down the 12-month benefit rule, common examples (rent, insurance, phone, internet, software), the risks of prepaying the wrong vendors, and why this strategy can become a year-end “train” you need to plan your way off. You’ll also hear how prepaid expenses can pair with bunching (doubling up itemized deductions like property taxes and charitable giving) to maximize your tax outcome.

If you’ve ever wondered why people negotiate everything—except their taxes, this episode is your reminder: don’t pay sticker price on your tax bill.

Educational content only; not tax advice. Always consult your own tax professional.

Most people think about tax deductions and completely overlook tax credits, even though credits are often worth far more.

In this episode of the Hidden Money Podcast, Mike and Kevin dive into tax credits as “gifts” from the government, and how smart planning can help you actually receive them instead of unknowingly saying “no thanks.”

They break down:

• The difference between tax credits vs deductions

• Refundable vs nonrefundable credits

• Why lowering your AGI is the key to unlocking more credits

• Energy and solar credits, home efficiency upgrades, and expiring timelines

• College and education credits (and how they tie into FAFSA and tuition planning)

• The underused R&D credit, even for non-tech, service-based businesses

• Overlooked business credits for employers: health insurance, retirement, paid leave, work opportunity hires, restaurant tips, and more

Whether you’re a high-income earner, business owner, or simply someone who doesn’t want to leave free money on the table, this episode will change the way you think about credits, AGI, and tax planning.

Want a tax planning team in your corner?
Learn more at RevoTaxpayer.com and find out how proactive tax strategy can help you legally pay less in tax and keep more of what you earn.

Most people miss the easiest tax deductions, especially in December. In this episode, Mike and Kevin share their favorite underrated year-end deductions, including tech, tools, team expenses, and simple business purchases that can still lower your tax bill before December 31.

If you’re a high earner or business owner looking for quick wins before year-end, this is your episode.

What you’ll learn:
• The most overlooked deductions people forget• Why December spending still counts• Everyday technology you should be deducting• CPA-favorite tax moves that save real money• How to stop leaving money on the table

Follow the Hidden Money Podcast for more real-world tax strategy, financial planning, and stories from the field.

Work with Revo Tax → https://revotaxpayer.com

Bad CPA Advice That’s Wrecking Your Year-End Tax Plan

Is bad CPA advice quietly wrecking your year-end tax plan? In this week’s Hidden Money episode, Mike and Kevin unpack the most common things people hear from their CPAs that sound “responsible” but actually cost them tens of thousands of dollars in unnecessary tax. If you have ever been told “there is nothing else you can do” or “just pay it and be grateful,” this conversation will reset how you think about year-end tax planning.

Mike and Kevin share real stories of high-income earners who were convinced they were “doing great on taxes” while paying 35 to 40 percent, all because their CPA was focused on filing returns instead of building a strategy. They explain why some licensed CPAs still operate from outdated rules, how misinformation spreads, and why the tax code is far more flexible than you have been led to believe.

What You Will Learn in This Episode
• Common CPA myths that wreck your year-end tax plan
• Why “there’s nothing you can do” is almost never true
• How the Tax Cuts and Jobs Act still creates missed opportunities for high earners
• When an IRS audit is not something to fear and can actually validate your strategy
• How W-2 earners can still create meaningful tax savings with the right planning
• Why the tax code is designed to reward strategic taxpayers, not punish them
• How to tell if your CPA is a tax preparer or a true tax strategist

If your CPA keeps telling you there is nothing left to plan, it is time for a second opinion. Want Mike and Kevin to review your facts and help rebuild your year-end tax plan? Visit revotaxpayer.com to schedule your consultation.

If you’re a high-income earner wondering why your bank account doesn’t reflect the long hours, sacrifices, and hard work... you’re not alone. In this powerful episode, CPAs Mike Pine & Kevin Schneider break down what year-end tax planning really means for high earners and why strategic tax moves can feel like magic when done right. This is the episode that finally explains why “making more money” shouldn’t mean “giving more of it away.”

From navigating estate considerations and accredited investor rules to real-life examples involving surgeons, tech-stock windfalls, and real estate professional status, Mike & Kevin pull back the curtain on how the wealthiest taxpayers legally reduce their tax burdens.

Whether you're earning $300K, $1M, or multiple seven figures, this episode shows why proactive tax planning is the top lever high earners can pull to protect and grow their wealth.

What You’ll Learn in This Episode:

• Why high-income earners often feel “broke” despite big incomes, and how tax planning fixes it

• The accredited investor thresholds and the expanded investment strategies they unlock

• How estate considerations, step-up in basis, and legacy planning impact high-net-worth families

• Why two people earning the same income may need completely different tax strategies

• When passive tax strategies make sense for ultra-busy professionals

• The real role a spouse can play in tax planning (including real estate professional status)

• How overlooked lifestyle activities—like hosting events at home—can produce massive tax savings

  
  

Want Mike & Kevin to build a personalized tax plan that fits your life, not just the tax code?
Book a free consult at Revo Tax and start keeping what’s rightfully yours.