Grow Your Business and Grow Your Wealth · 2026-08-05 · 29 min
Is your accountant preparing your taxes or actively helping you reduce them? In this episode of Grow Your Business & Grow Your Wealth , Gary Heldt speaks with Boris Musheyev, CPA, Certified Tax Strategist, and founder of BORISMTAX, about why profitable business owners often pay more in taxes than necessary. Boris explains the critical difference between tax preparation and proactive tax planning, when a growing business should begin working with a tax advisor, and why the advisor who helped when you launched may not have the experience required for your current income level. They also discuss how business owners can evaluate a tax advisor, why professional designations alone do not guarantee strategic expertise, and how year-round planning can uncover legal tax-saving opportunities before it is too late to use them. Key Takeaways Why tax preparation and tax planning are two entirely different services. When reaching approximately $100,000 in net profit should trigger a tax-strategy conversation. How business owners can outgrow the accountant who served them during their early years. What to examine before trusting a tax advisor with advanced strategies.
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