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RK
Robert Kim
Accountant

Tax season prep chat with Amanda's wellness twist

Thursday, December 28, 2023
Phone
121 with Amanda Foster
Business Exchanged
Referral Potential

As tax season approaches, I've been thinking about how to help my clients manage the stress that comes with it. Amanda was the perfect person to talk to!

We discussed how financial stress affects overall health and productivity. Amanda shared some simple techniques I can recommend to clients who are feeling overwhelmed during our tax prep sessions.

In return, I explained the tax benefits of certain health and wellness programs that her clients might not know about. Turns out there are legitimate deductions for wellness programs in certain business structures!

Key Takeaways

Stress management tips for tax season clients. Wellness program tax benefits documented. Possible referral pathway for self-employed health clients.

#Support#Givers Gain
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About the Author
RKRobert Kim

Kim & Associates CPA

Accountant

Tax preparation, bookkeeping, and business advisory services. Making numbers work for your success.

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