Segment 1 with Spencer Carroll starts at 0:00

Taxes…there isn’t another word that sends shivers up the spine of a small business owner or gives them such a feeling of dread- but it really doesn’t have to be that way. There is help to put together sound strategies so you don’t dread April 15th and get to keep more of your money.

My first guest is Spencer Carroll who is an experienced CPA with a background in public accounting and tech startup sales. He’s also an accounting professor and owns a small real estate business. His accounting background and love for entrepreneurship was the perfect combo for Gelt, where he leads the sales team and helps clients optimize their taxes.

Segment 2 with Rachel Richards starts at 14:50.

How you structure your business – whether it’s a C, S or LLC has an impact on the taxes you pay. Also, when you sell your company, the amount of money you keep has to do with how you structure the deal so its tax efficient.

Here to help is Rachel Richards who is a seasoned CPA with over a decade of experience in public accounting. Before joining Gelt, she dedicated her career to helping clients navigate complex tax laws and maximize their financial outcomes. Driven by a passion for providing exceptional tax service to a wider audience, Rachel joined Gelt in 2021. At Gelt, Rachel & her team are passionate about developing personalized, efficient, and compliant tax solutions for customers while empowering tax professionals with cutting-edge technology.

This episode is sponsored by Gelt a modern tax company designed specifically for business owners and high-income earners. They use expert CPAs and proprietary technology to simplify the complexities of tax planning and filing with a personalized approach. If you’re ready to optimize your tax experience, don’t wait for “tax season”, schedule a call today, and get 10% off your first year of service, when mentioning Barry Moltz.