Jonathan Godwin | Tax Season Is Here: Avoid These Costly Filing Mistakes (Small Business, W-4s & Overtime Changes)

Tax season is here — and most people are reacting instead of planning. In this episode, Patrick sits down with CPA Jonathan Godwin to break down what proactive tax planning actually looks like for small business owners and everyday W-2 earners. If you're filing taxes right now, this conversation may save you thousands. They cover: • Why tax planning should happen year-round — not just during tax season • How small business owners avoid surprise $40,000 tax bills • Why tax refunds are NOT “bonuses” — they’re math • The hidden danger of ignoring your W-4 and paycheck withholding • How being close to the next tax bracket creates planning opportunities • The truth about the new overtime deduction • Why “no tax on Social Security” was misunderstood • How upcoming sunset tax laws could change everything Most people only think about taxes for a few weeks every year. The people who build wealth plan for them all year long. If you're a business owner, overtime earner, retiree, or someone who simply wants fewer surprises this tax season — this conversation is for you. To connect with Patrick, visit planwithpatrick.com or follow on Instagram at @smartprogvl