Empowering Healthy Business Podcast Episode 34: The Benefits of Proactive Tax Planning vs. Reactive Tax Filing
In this episode of the Empowering Healthy Business Podcast, we’re excited to share a major update from our team. Greg Reed, Head of Tax at SmartBooks, is now officially part of the elite group of Certified Tax Coaches. This distinction represents more than a new credential—it’s a strategic advantage for any small business owner who wants to minimize taxes proactively and legally. Greg’s journey to joining the ranks of Certified Tax Coaches included intensive coursework through the American Institute of Certified Tax Planners.
This program focuses on forward-thinking tax strategies that help business owners keep more of what they earn. With this certification, Greg now brings even more insights and tools to the table. That helps our clients move beyond basic compliance and into high-impact tax planning.
What Makes Certified Tax Coaches Different?
Unlike traditional tax preparers who simply file returns, Certified Tax Coaches look ahead. They help clients spot opportunities, avoid costly mistakes, and align their tax strategies with their business goals. In this episode, Greg outlines exactly what business owners can expect from this proactive approach.
He also discusses red flags to avoid, such as missing quarterly payments or underutilizing deductions. And how small shifts in planning can add up to big savings. Working with Certified Tax Coaches means you have a dedicated partner in your financial success all year long, not just at tax time.
How Tax Coaches Support a Healthy Business
Greg’s expanded role reflects our larger mission at SmartBooks. To support business owners in building companies that are profitable, scalable, and aligned with their lifestyle goals. With expert guidance from Coaches, you gain more than tax savings—you gain confidence, control, and peace of mind.
🎧 Tune in now to learn how it helps small business owners save money, reduce stress, and build financially healthy companies from the inside out.
Check us out at www.empoweringhealthybusiness.com.