With the tax season around the corner, now is the best time to work with a tax professional to help you implement effective strategies that could help you reduce your taxes.

In this episode, Jon Schuetz and Brent Connelly are joined by Aundrea Bricker, CPA and co-founder of Bricker Accounting and Tax Services, LLC. Aundrea shares the strategies you can use to reduce not only your current taxes but future taxes as well.

Jon, Brent and Aundrea discuss:

• Why you should make tax planning a year-round activity
• How capital gains are properly taxed
• How to maximize your HSAs (Health Spending Accounts)
• Effective strategies advisors, individuals and businesses can use to make sure their accounts align 
• And more!

Resources: 

• Bricker CPA 
• Request for the Financial Checklist

Connect With Aundrea Bricker:

• LinkedIn: Aundrea Bricker 

Connect With Jon Schuetz and Brent Connelly:

• Soar Wealth Strategies: Website
• Call: 531-867-3400
• LinkedIn: Jon Schuetz
• LinkedIn: Brent Connelly
• Facebook: Soar Wealth Strategies 
• LinkedIn: Soar Wealth Strategies

About Our Guest:

Aundrea’s love for accounting started early in life. She was introduced to the ten key at the age of 12 while helping her father maintain the books for the family nursing home business. Despite this early childhood exposure to green bar paper, Aundrea chose accounting as the focus of her higher education. During her final year of education, Aundrea also worked as an intern for Blackman and Associates PC. She joined the firm full-time upon completion of her bachelor’s degree in 1996.

Aundrea continued to grow professionally at the same CPA firm for 18 years. In 2013, Aundrea formed Bricker Accounting and Tax Services, LLC. She continues to support her clients with the same exceptional service, dedication, and professionalism that she has demonstrated throughout her entire career.

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