If you've ever found yourself down a rabbit hole at midnight trying to figure out what tax strategies actually apply to your business, this episode is for you.

After 10 years of running one of the most affordable and reputable tax strategy firms in the country, CPA and certified tax coach Kimberly Tara kept running into the same heartbreaking problem: the business owners who needed her most couldn't afford to work with her. Not because her prices were unreasonable but because if you're profiting under $80,000 a year, the math just doesn't make sense to pay a tax strategist tens of thousands of dollars annually.

And yet ... those business owners still deserve real tax strategy.

So she built something that didn't exist before.

In this episode, Kimberly pulls back the curtain on TaxMove, a first-of-its-kind software tool that gives profitable small business owners one personalized next tax move based on their actual numbers, entity, and situation.

She also gets real about the decade-long journey that led here. The clients she had to turn away, the idea she shelved for seven years, and why she finally decided the time was now.

In this episode you'll learn:

• Why the tax industry was built for compliance, not strategy (and what that means for you)
• What the "tax middle" is and why profitable small business owners are stuck in it
• The difference between tax information and tax strategy (and why it matters)
• Why generic AI tax advice is only accurate 60–65% of the time
• How TaxMove works and who it was built for
• What it actually looks like to be proactive about taxes all year long

This episode is for you if:

• Your business is profitable but you know you're not keeping as much as you should
• You're tired of only hearing from your CPA at tax time
• You've been hit with a penalty you didn't see coming
• You know you're overpaying in taxes but have no idea where to start

Ready to stop overpaying? Grab your free Tax Savings Analysis and lock in the Founder's Rate at app.taracpafirm.com before May 7, 2026.

Click HERE to join TaxMove today!

Connect with Kimberly on Instagram: @kimberlytaracpa