Are you tired of the last-minute scramble every tax season and leaving valuable deductions on the table? In this episode of Building the Premier Accounting Firm, Kirstin Reeder unveils her 2025 Tax Planning Blueprint, a quarter-by-quarter roadmap designed to help W-2 employees and business owners alike maximize deductions, proactively reduce tax liability, and transform your advisory services into a year-round profit center ?BPAF Podcast Transcript.
Meet Kirstin Reeder: Boutique Bookkeeper Turned Enrolled Agent
Kirstin Reeder is the founder and CEO of Purple Sapphire Business Solutions, a boutique firm specializing in travel & tourism bookkeeping and nationwide tax services. After nine years of growing her practice from home and earning her Enrolled Agent (EA) designation, she now helps clients navigate complex tax codes—and trains other accountants to do the same ?BPAF Podcast Transcript.
Quarterly Cadence: Structuring Your Year for Maximum Deductions
Kirstin’s three-meeting quarterly cadence ensures no deduction slips through the cracks:
Post-Tax Season Review (Q2): Identify missed opportunities from your Q1 filings and schedule a planning session.
Mid-Year Check-In (Q3): Verify implementation of agreed strategies (e.g., HSA funding, retirement contributions).
Year-End Acceleration (Q4): Pinpoint last-minute actions—equipment purchases, bonus allocations, entity elections—to lock in savings before December 31 ?BPAF Podcast Transcript.
Light vs. Full Tax Planning: When to Use Each Strategy
Different clients need different approaches:
- Light Planning: Tactical tips for W-2 employees—maxing out HSAs, boosting 401(k) contributions, optimizing itemized deductions.
- Full Planning: Comprehensive reviews for business owners—entity structuring (S Corp vs. LLC), quarterly estimated tax adjustments, advanced credits and incentives ?BPAF Podcast Transcript.
Power of the EA Designation: Beyond Basic Tax Prep
“Becoming an EA allows me to communicate with the IRS on my client’s behalf rather than just saying ‘here’s what you say… good luck,’” Kirstin explains. As an Enrolled Agent, you gain:
- IRS Representation: Handle audits, appeals, and correspondence.
- Expanded Services: Offer tax resolution and planning beyond mere preparation.
- Credibility & Continuing Education: Maintain up-to-date expertise to attract high-value clients ?BPAF Podcast Transcript.
Networking & Referrals: Fueling Client Growth Naturally
Kirstin’s client funnel runs on word-of-mouth, niche Facebook groups, BNI chapters, and referral partnerships. Her first bookkeeping client was a 20-year Facebook friend—proof that genuine connections build the strongest pipelines ?BPAF Podcast Transcript.
Defeating Scope Creep: Setting Boundaries and Fee Structures
Too often, free advice eats into profits. When clients request extra tax strategies mid-year, Kirstin says:
“That’s a great question—let’s set up a planning call. Here’s my fee for that.” ?BPAF Podcast Transcript
Learn how to package add-on services, create clear engagement letters, and confidently charge for every hour of expertise.
Automating Your Tech Stack for Efficiency
Leverage tools like TaxDome (client portals, e-signatures, workflow automations), QuickBooks, and Xero to streamline bookkeeping and free up time for advisory services ?BPAF Podcast Transcript.
Balancing Business & Life: Lessons from a Mom of Nine
Despite homeschooling four children and chauffeuring younger kids, Kirstin caps her workweek at 30–40 hours. By scheduling focused office hours and delegating to an offshore team, she models healthy boundaries without sacrificing growth ?BPAF Podcast Transcript.
Cultivating an Entrepreneurial Legacy at Home
Kirstin’s passion inspires her family: her 15-year-old runs a lawn-care business and files a Schedule C, while her stylist daughter benefits from hands-on bookkeeping advice. This is the power of leading by example ?BPAF Podcast Transcript.
Conclusion & Call to Action: Take Your Tax Planning to the Next Level
Don’t wait for April’s deadline—transform your approach now with the 2025 Tax Planning Blueprint.
- Download your free copy of the “In the Black” eBook from the episode description: https://universalaccounting.com/resource-free-ebooks/
- Listen and subscribe to Building the Premier Accounting Firm for weekly tax and accounting strategies.
- Comment below with your biggest tax planning challenge—Kirstin will share tailored tips in future episodes.
Offers:
The Tax Pros BFF is in beta mode right now, and we are looking for testers. If you would like to get on our interest list, to either be a beta tester or to receive information about the launch, visit www.taxprosbff.com
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