We Found $100,000 in “Tips” to the IRS (Don’t Let This Be You) 🛑
In just the last two years since we started reviewing old tax returns for new Financial Zen Members, we have uncovered over $100,000 in tax
February 11, 2026
So, you’re interested in enrolling in our Foundations Program, but you’d like to learn a bit more about our financial philosophies first. Or perhaps you’re already well on your way toward becoming a Financial Zen Master and, overachiever that you are, you’re keen on learning all that you possibly can about smart money management. You’ve come to the right place. The Financial Zen blog is jam-packed with useful information, such as…
…and so many more. Check out our blog today for a smarter tomorrow!
In just the last two years since we started reviewing old tax returns for new Financial Zen Members, we have uncovered over $100,000 in tax
When a new member starts at Financial Zen, we usually have to do some immediate “financial triage.” We see all of these all the time,
Stop creating LLC’s!!!!! Recently, I’ve encountered A LOT of business owners who have – WRONGLY – opted to create an LLC instead of an S-Corp.
We just found another tax return error to the tune of about $16,000! Since we uncovered $26,000 worth of tax return errors (in our Member’s
Whether you’re installing solar, buying an EV or insulating your windows there’s a possibility Uncle Sam will pay YOU to go green. The magic of
Tax refunds suck. Sorry, not sorry. You’ve heard it before – getting a refund indicates that you gave Uncle Sam an interest-free loan. When you
Imagine missing out on a $6,000 tax refund! (Or worse, having to pay an extra $10,000 that you didn’t know about.) These are real-life anecdotes
ER visit + emergency surgery + 2 night hospital stay = $$$$$$$ I eat my own cooking. So when I recommend signing up for a
Yes, you heard that right. It’s possible to save TOO much in your 401k. To be clear, that only becomes a concern after many, many
If you work for a start up, it’s likely part of your compensation is incentive stock options (ISO’s). And if you have unexercised ISO’s the