Big Tax Refund? Surprise Bill? Here’s What to Know

You filed your taxes. And now you’re either breathing a sigh of relief… or wondering why you owe more than expected.

CPA, Certified Financial Planner™ and host Deb Meyer shares top lessons from the 2024 tax season, especially for busy parents and small business owners. If you got a refund, you’ll learn how to make the most of it. Deb explains why it might not be your tax preparer’s fault and how to plan better next year if you owe.

Plus: a simple framework to help you decide what to do with any financial windfall — from tax refunds to bonuses or even unexpected gifts.

What You’ll Learn:

• Why filing an extension doesn’t give you extra time to pay

• What a big refund really means (and why it may not be a good thing)

• Common mistakes with estimated taxes for small business owners and freelancers

• How to decide between spending, saving, or giving

• Pro strategies for maximizing your refund — or minimizing future surprises

Episode Highlights

(04:22) Tax Refunds

(12:01) Debt Payoff Methods

(15:36) Maximizing Tax Deductions Through Charitable Contributions

(20:59) Savings and Investing Strategies for Funds

Tools, Tips & Resources

IRS Form W-4

2025 Roth IRA Contribution Limits

High-Yield Savings Options: Ally or Capital One

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