In this episode, we sit down with Paden Squires, a CPA and CFP who runs Squires Tax Planning, to discuss proactive tax strategies that most business owners overlook. Paden shares the Augusta Rule strategy that 98% of businesses fail to implement, reveals how AI and automation have transformed his client service in just 24 months, and explains why the bar for customer service has dropped so dramatically that simply responding quickly can win you business. We dive into the specific revenue plateaus entrepreneurs face at $1M, $3M, and beyond, what problems emerge at each stage, and how Paden built his firm from zero tax prep experience to serving clients nationwide. If you're an entrepreneur looking to pay less in taxes while growing your net worth, this conversation is packed with actionable insights.

Chapters:

• (00:00:00) - Introduction and Welcome
• (00:01:08) - What Is Tax Planning vs. Tax Preparation?
• (00:02:17) - The Augusta Rule: A $5K+ Tax Strategy 98% Miss
• (00:04:21) - How Technology Transformed Client Service in 24 Months
• (00:07:43) - Building Systems That Never Drop the Ball
• (00:09:49) - Cybersecurity: Protecting Your Business and Clients
• (00:13:14) - Content and Social Media as Trust-Building Tools
• (00:18:36) - Case Studies That Convert: Real Results, Real Stories
• (00:21:11) - Revenue Plateaus: The $1M, $3M, and $20M Challenges
• (00:25:56) - Why Customer Service Collapsed After COVID (And How to Win)
• (00:32:42) - Where to Find Paden and Get Started

Links and Resources:

• Paden Squires on LinkedIn
• Squires Tax Planning
• Behind Their Success Podcast
• Communications Advisory Service(CAS) Website
• Jeff Price on LinkedIn

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