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Zoom in with Seth & Mariette Martinez - Tax Projections for Small Business

301 views · Published 15 January 2017 · 1:02:38 · Indexed 3 October 2026

Channel: Nerd Enterprises, Inc. · 2017 · Education

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Index

00:45 The importance of sleep 

02:44 Bookkeeper that doesn't do tax work

04:40 Best way to get clients

09:00 Seth's advice to the client 

10:30 Tax Projection Sheet 

15:20 Importance of knowing 

18:40 The tax return and your books have to mirror each other 

23:40 What is the assumptions idea? 

27:40 Scenario example explained with payroll 

31:13 Explaining S-Corp and Personal tax projections 

33:20 Chris Reagan (Tax Planner Pro Creator) his guarantee

35;00 Why was this tax projection sheet created

39:48 Breaking down what the end of the year looks like with a client 

40:53 As a bookkeeper should you go through this tax projection sheet with your client?

42:24 When should you do this tax projection with your client? 

43:00 If you make a lot of money don't raise the style of life 

44:00 As a bookkeeper play with the tax projection sheet yourself

45:40 Going through the tax projection with salary of 120k a year

47;00 Case scenario where client did not pay themselves all year but had a distribution 

51:25 Put yourself on payroll for biweekly 

53:00 About tax planner pro 

53:40 Use QuickBooks self employed under your tax settings 

56:20 These tools are are for you to help your client be aware and talk to their CPA or Tax Preparer


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