Tax season can be stressful, especially if you were hit with a surprise tax bill or felt unprepared. But not all tax surprises have to be bad! In this engaging session, we’ll uncover smart, strategic ways business owners can reduce tax burdens, maximize deductions, and keep more of their hard-earned money—without the last-minute scramble.
Join us as we break down the most common (and costly) tax mistakes business owners make and, more importantly, how to avoid them. Whether you’re tired of overpaying or simply want to take control of your tax strategy, this session will provide real, actionable insights to impact your bottom line. Plus, you’ll leave with clear next steps to ensure tax time is less stressful and hopefully more profitable.
Key Takeaways
Tax Savings Start with a Plan – The biggest tax mistakes come from lack of planning. Proactive tax strategies avoid costly surprises. The key to saving on taxes isn’t what you do in April—it’s what you do all year long.
Your Business Structure Matters – Choosing the right entity (Sole Proprietor, S-Corp, C-Corp, etc.) can significantly impact your tax bill. Understanding your options can help avoid unnecessary self-employment taxes or missed deductions, and help you keep more of what you earn.
Everyday Expenses Can Work for You – Smart use of deductions, from home offices to family employment, can potentially turn common business expenses into tax-saving opportunities. Learn what qualifies and how to keep good documentation.
Sarah Heath
Marketing Director
Sarah Heath – Marketing Director, Walton CPA PC
Relationships matter—you deserve trusted advisors who care about you and your business success. Whether you’ve outgrown your current accountant or are looking for proactive tax strategies, the right financial partner can make all the difference.
Sarah is a dynamic marketing professional with a passion for helping business owners connect, grow, and thrive. As the Marketing Director for Walton CPA, she plays a key role in fostering relationships and ensuring business owners have the resources they need to succeed. With expertise in financial services—including business accounting, tax planning, and strategic advisory—the Walton CPA team understand the unique challenges entrepreneurs face and love creating opportunities for proactive partnerships.
An active leader in the local business community, Sarah has previously served on the Board of Directors for the Plano Chamber of Commerce Women’s Division and as President of the BNI Rich Referrals Chapter. She is currently a dedicated member of eWomen Network, the Plano and Frisco Chambers of Commerce, and other networking groups. Twilla Walton, owner of Walton CPA PC, is very involved with the Professional Association of Small Business Accountants (PASBA).
A natural extrovert and connector, Sarah is passionate about turning strangers into friends and helping business owners build strong, lasting partnerships. When she’s not networking or supporting Walton CPA’s clients, she enjoys spending time outdoors, cooking, crafting, and celebrating her newest adventure in motherhood.
More Info : Women In Business Conferences
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