Tax Returns 101: Demystifying the Complexities with Sonia Castelan

In episode 23 we demystify the complexities of a tax return with Sonia Castelan

"Without those necessities I needed, I wouldn't be here right now. I wouldn't be here, you guys. I wouldn't be here having to speak about taxes."

Sonia Castelan is a first-gen Latinx tax professional with over 8 years of corporate experience. She helps the Latinx community gain financial confidence and minimize their taxes by incorporating tax strategies to keep more money in their pockets and expand their financial portfolio.

Sonya Castelan was in a difficult financial situation and was determined to take back control of her finances. She self-taught herself how to budget and started building her own sinking funds to reach her financial goals. She then came across an opportunity to become a licensed tax professional, and her knowledge of data analytics helped her transition into this role. By teaching others how to become financially successful and utilizing the same tax strategies as the wealthy, she was able to help the BIPOC community to minimize their taxes and build their financial portfolio.

In this episode, you will learn the following:

1) We will use a sample tax return to break down the different areas you should be familiar with and understand.
2) We will cover how profits from a business flow through to your personal return.
3) We will also cover some common missed opportunities so you can save money in the future.

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*Educational content it's NOT to be considered financial advice.