Hosts Taylor and Cody explain why the start of the year is the best time to move tax planning from an annual scramble to a year‑long strategy. With the individual 1040 season opening, they encourage proactive steps to avoid costly surprises.

Actionable tips include reviewing last year’s return, checking W‑4 withholdings and estimated payments, maximizing tax‑advantaged accounts (401(k), HSA), and scheduling a mid‑year tax check‑in. They stress regular communication with a tax advisor to spot opportunities and make small changes that compound into significant savings.

The episode emphasizes that tax planning is for everyone, not just the wealthy — thoughtful, timely decisions reduce taxes legally and lead to fewer surprises and better financial outcomes throughout the year.

A practical episode covering year-end tax tasks: issuing W-2s and 1099s, collecting W-9s, key deadlines, 2026 reporting changes, and tips for smoother tax-season planning.

In this episode Cody Melton sits down with Todd Fannin, founder of Tack Designs, to trace his journey from printing shirts to fund an international adoption to building multiple successful businesses serving national and industrial clients.

Todd shares key moments—landing big contracts, adopting the EOS operating system, financial rules like Profits First, and practical leadership and culture lessons—along with advice for entrepreneurs on scaling responsibly and managing cash.

In this episode Taylor Rhodes sits down with Cookie, a Realtor who transitioned from corporate life to real estate and built a successful business through grit, mentorship, and relentless customer service. She shares real-world insights on the realities of the job: mountains of paperwork, last-minute hurdles before closing, and the importance of managing taxes as a self-employed agent.

Cookie also offers practical advice for new agents and buyers — find a mentor, save rather than splurge on commissions, get prequalified, and focus on relationships to earn repeat and referral business.

Host Taylor Rhodes interviews Nettie Plank, owner of Nettie Ann’s Bakery in Shoto, about her 23-year journey from a small start-up to a thriving local bakery.

The episode covers early challenges (long hours, startup costs, hiring), standout products like sourdough and oatmeal whoopie pies, and how faith, community, and mentorship shaped the business and its team.

Listeners will get practical advice for starting a business and a heartfelt look at how a bakery can become both a livelihood and a ministry.

Join Taylor and Cody for a rapid-fire episode of Behind the Numbers where they answer listener questions about taxes, accounting, and personal finance in a casual, approachable way.

Topics include the choice between standard and itemized deductions, IRAs versus precious metals, differences between CPAs and EAs, reporting illegal income, and whether to buy land or invest.

They cover practical tips like reviewing your W-4 withholding, using Health Savings Accounts, keeping receipts for deductions, and estimated tax payment rules for business owners.

Tune in for clear, real-world guidance and easy next steps to get your finances in order.

In this episode, Taylor Rhodes and Cody Melton explain how TC Advisors moved beyond traditional compliance work to proactive advisory and tax coaching, helping business owners plan years ahead to reduce taxes, optimize cash flow, and prepare businesses for sale.

They cover common client pain points (like accrual vs. cash accounting), valuable tax credits and timing strategies, the role of certified tax planning, the limits of AI, and why a trusted team of advisors is essential for long-term financial success.

This episode breaks down the tax and accounting essentials for new business owners, including entity selection, funding options, and common tax pitfalls like self-employment tax.

Hosts Taylor Rhodes and Cody Melton explain practical steps—forming an LLC, S-corp elections, bookkeeping, separating business funds, and estimated taxes—to protect your business and save money.

They also cover funding routes (SBA, HELOC, farm loans), the importance of professional advisors, and proactive tax planning to maximize opportunities and avoid surprises.