THE SUNLIGHT TAX BLOG:

Tax and Money Education for Creative People, Freelancers and Solopreneurs

My Tax Filing Checklist to Help You Get Your Taxes Done Today

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This week on the Sunlight Tax Podcast, I’m diving into why early tax preparation is a game-changer for the self-employed. From getting your refund faster to enjoying the peace of mind that comes with knowing your taxes are handled, filing early has real, tangible benefits.

I’ll share practical tips to organize your tax documents without overwhelm and share why my book, Taxes for Humans, and the accompanying workbook are designed to make the tax filing process simpler, clearer, and more approachable.

Plus, I walk you through my Instant Relief Bundle, which combines my book, workbook, and extra resources to help you tackle taxes with confidence, reduce stress, and take control of your finances. Whether you’re self-employed or just looking for a smarter way to file, this episode gives you actionable strategies to get ahead.

Listen and Subscribe Here

This week on the Sunlight Tax Podcast, I’m diving into why early tax preparation is a game-changer for the self-employed. From getting your refund faster to enjoying the peace of mind that comes with knowing your taxes are handled, filing early has real, tangible benefits.

I’ll share practical tips to organize your tax documents without overwhelm and share why my book, Taxes for Humans, and the accompanying workbook are designed to make the tax filing process simpler, clearer, and more approachable.

Plus, I walk you through my Instant Relief Bundle, which combines my book, workbook, and extra resources to help you tackle taxes with confidence, reduce stress, and take control of your finances. Whether you’re self-employed or just looking for a smarter way to file, this episode gives you actionable strategies to get ahead.

 

Also mentioned in today’s episode: 

01:00 The Importance of Early Tax Preparation

03:36 Benefits of Filing Taxes Early

06:51 Practical Tips for Tax Organization

10:22 Introducing the Instant Relief Bundle

 

If you enjoyed this episode, please rate, review and share it! 
Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.

 

Links:

Order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You’re Self-Employed

Check out my program, Money Bootcamp

Get your free visual guide to tax deductions

Watch YouTube video version here

Read More

The Danger of A Huge Tax Bill, and How Money Bootcamp Protects You

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This week on the Sunlight Tax Podcast, I’m breaking down the real danger of ending up with a massive tax bill and why bookkeeping and quarterly taxes are the key to avoiding it.

I explain how estimated taxes actually work, the common mistakes self-employed people make, and why I created Money Bootcamp to help freelancers, creators, and small business owners stay organized and protected. Inside the program, you’ll get practical tools, clear systems, and built-in accountability to reduce tax stress and stop feeling perpetually behind. If taxes have been a constant source of anxiety, this episode is for you.

Listen and Subscribe Here

This week on the Sunlight Tax Podcast, I’m breaking down the real danger of ending up with a massive tax bill and why bookkeeping and quarterly taxes are the key to avoiding it.

I explain how estimated taxes actually work, the common mistakes self-employed people make, and why I created Money Bootcamp to help freelancers, creators, and small business owners stay organized and protected. Inside the program, you’ll get practical tools, clear systems, and built-in accountability to reduce tax stress and stop feeling perpetually behind. If taxes have been a constant source of anxiety, this episode is for you.

Also mentioned in today’s episode: 

00:13 Introduction to Tax Awareness

02:36 The Importance of Quarterly Taxes

05:44 Understanding the Pain of Tax Bills

08:11 Who Money Bootcamp Serves

10:53 The Difference Between the Book and the Program

14:55 Accountability in Money Bootcamp

18:31 Invitation to Money Bootcamp Open House 

If you enjoyed this episode, please rate, review and share it!
Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.

Links:

Check out my program, Money Bootcamp

Join my Open House Today at 3PM EST

Order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You’re Self-Employed

Get your free visual guide to tax deductions

Watch YouTube video version

Read More

Don’t Tax Protest—Boycott. Plus, Selling in Dark Times

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In this week’s episode of the Sunlight Tax Podcast, I open up about navigating personal and societal upheaval during times of economic uncertainty and political tension. We dive into the challenges small business owners face, including how hard it can feel to sell your work in dark times and why some forms of protest or “resistance” can unintentionally hurt ethical small businesses.

I also share practical strategies for pushing back without causing harm, maintaining integrity, and turning anger or frustration into constructive action. This episode is a reminder to stay encouraged, continue your good work, and support your business and community responsibly, even when the world feels unstable.

Listen and Subscribe Here

In this week’s episode of the Sunlight Tax Podcast, I open up about navigating personal and societal upheaval during times of economic uncertainty and political tension. We dive into the challenges small business owners face, including how hard it can feel to sell your work in dark times and why some forms of protest or “resistance” can unintentionally hurt ethical small businesses.

I also share practical strategies for pushing back without causing harm, maintaining integrity, and turning anger or frustration into constructive action. This episode is a reminder to stay encouraged, continue your good work, and support your business and community responsibly, even when the world feels unstable.

Also mentioned in today’s episode: 

00:00 Navigating Dark Times: Personal Reflections

03:39 Tax Protests: A Dangerous Path

06:20 Effective Resistance: Boycotts and Economic Action

09:04 Supporting Small Businesses Amidst Upheaval

11:34 The Struggles of Small Business Owners

14:24 Balancing Sales and Ethics in Difficult Times

17:11 The Importance of Sustaining Your Work

20:09 Let’s Support Each Other and Resist

If you enjoyed this episode, please rate, review and share it!
Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.

Links:

Sunlight Tax Podcast Episode 143: Should You Do A Tax Protest?

Indivisible.org

Resist and Unsubscribe Campaign

Order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You’re Self-Employed

Check out my program, Money Bootcamp

Get your free visual guide to tax deductions

Watch YouTube video version

Read More

1099 Problems (and How to Avoid Them)

Listen and Subscribe Here

In this episode of the Sunlight Tax Podcast, I explain what 1099 forms are, why accurate 1099 reporting matters, and how mistakes can impact your taxes if you’re self-employed. I break down common 1099 problems and how to avoid them. I also share what to do when a 1099 is wrong and how to make sure all your income is properly reported to the IRS. We also cover key 1099 deadlines and practical bookkeeping tips to help freelancers, contractors, and small business owners stay compliant and avoid costly surprises at tax time.

1099 Problems (and How to Avoid Them)

Listen and Subscribe Here

In this episode of the Sunlight Tax Podcast, I explain what 1099 forms are, why accurate 1099 reporting matters, and how mistakes can impact your taxes if you’re self-employed. I break down common 1099 problems and how to avoid them. I also share what to do when a 1099 is wrong and how to make sure all your income is properly reported to the IRS. We also cover key 1099 deadlines and practical bookkeeping tips to help freelancers, contractors, and small business owners stay compliant and avoid costly surprises at tax time.

Also mentioned in today’s episode: 

01:12 Understanding 1099s: An Introduction

03:21 The Importance of Accurate Reporting

06:25 Common 1099 Problems and Solutions

08:57 Tallying Your Income Effectively

12:03 Some Tips for 1099 Management

If you enjoyed this episode, please rate, review and share it!
Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.

Links:

Join my free class on 1/27 at noon EST: Make Taxes Easier and Stash an Extra $152k in Your Savings

Get my short course: All About 1099s

Check out my program, Money Bootcamp

Order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You’re Self-Employed

Get your free visual guide to tax deductions

Watch YouTube video version.

Read More

What’s New for Your Taxes This Year: Key Tax Changes You Need to Know

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In this episode of the Sunlight Tax Podcast, I break down the most important 2025 tax law changes in clear, jargon-free language. I explain the new Schedule 1-A and its temporary deductions, including no tax on tips, overtime, car loan interest, and enhanced senior deductions, plus what the latest tax bill really means for your wallet.

You’ll also learn about “Trump accounts” for children born 2025–2028, updated 1099 reporting rules, retirement catch-up contribution changes, and the higher standard deduction. This practical episode helps you understand key tax changes, which tax benefits apply to you, and how to avoid missing important deductions this tax season.

Listen and Subscribe Here

In this episode of the Sunlight Tax Podcast, I break down the most important 2025 tax law changes in clear, jargon-free language. I explain the new Schedule 1-A and its temporary deductions, including no tax on tips, overtime, car loan interest, and enhanced senior deductions, plus what the latest tax bill really means for your wallet.

You’ll also learn about “Trump accounts” for children born 2025–2028, updated 1099 reporting rules, retirement catch-up contribution changes, and the higher standard deduction. This practical episode helps you understand key tax changes, which tax benefits apply to you, and how to avoid missing important deductions this tax season.

Also mentioned in today’s episode: 

03:39 New Tax Forms and Deductions

06:44 Understanding the Schedule 1A

10:31 Trump Accounts: A New Initiative

13:14 Changes in 1099 Forms and Reporting

15:52 Updates on Standard Deductions and Child Tax Credit

18:47 Join my Upcoming Free Class

If you enjoyed this episode, please rate, review and share it!
Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.

Links:

Join my free class on 1/27: Make Taxes Easier and Stash an Extra $152k in Your Savings

Check out my program, Money Bootcamp

Order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You’re Self-Employed

Get your free visual guide to tax deductions

Watch YouTube video version

Read More

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