What if working with your CPA didn’t feel like something you avoid until the last possible second?

Maybe you’re treating your accountant like an annual obligation instead of a year-round partner — only reaching out when tax season hits or when something’s already gone wrong.

That’s where frustration, surprises, and strained relationships start. In this episode of Unfiltered Profit, Caitlynn and Seanna break down how to build a real relationship with your CPA — one rooted in communication, trust, and alignment — so your finances feel supported, not scolded.

BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER:

• Why communication style matters just as much as credentials when choosing a CPA
• The biggest mistakes clients make that slow everything down (and cost them more)
• How trust, responsiveness, and shared goals create a long-term CPA relationship
• Practical ways to be a “favorite client” and get better service year-round
  
  
  

A strong CPA relationship isn’t about being perfect — it’s about showing up, staying honest, and working together so the numbers stop feeling scary and start working for you.

RESOURCES + LINKS
Work with Prospera: HERE

FOLLOW + CONNECT
Connect with Prospera: Website | Instagram | Facebook

Liked this episode? Share it on social and tag me @justprospera

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Note: After recording this episode, the IRS announced that personal tax return e-filing will officially open on January 26 (not mid-February as discussed in the episode).

Are you counting on a bigger tax refund in 2026—and already mentally spending it?

If you’re a business owner or high earner, this might be the exact mindset setting you up for frustration this tax season.

The headlines are loud: “Bigger refunds are coming!” But what they’re not telling you is that most of that hype doesn’t apply to business owners—and a big refund isn’t actually a win anyway. In this episode of Unfiltered Profit, we cut through the noise, explain what’s really driving the refund rumors, and walk you through what you should be focusing on instead so you’re not disappointed (or cash-strapped) later.

BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER:

• Why the “big refund” headlines are more political than practical
  
  
  
• Who is actually likely to see an increase—and who probably won’t
  
  
  
• Why filing early doesn’t mean getting your money faster (and can backfire)
  
  
  
• How business owners should be thinking about refunds, cash flow, and estimated payments instead
  
  
  

At the end of the day, a refund isn’t free money—it’s just your money coming back after the IRS held onto it interest-free. This episode will help you reset expectations, avoid blaming the wrong people, and take control of what actually matters in your tax strategy this year.

RESOURCES + LINKS
Work with Prospera: HERE

FOLLOW + CONNECT
Connect with Prospera: Website | Instagram | Facebook

Liked this episode? Share it on social and tag me @justprospera

Love the show? Leave a 5-star review and let me know!

Are you still confused about 1099’s—and quietly hoping you’re doing it right?

If 1099 season feels like a moving target (first it was $600, then $2,000, then “just kidding”), you’re not imagining things. Many business owners are either over-filing, under-filing, or panicking over forms that don’t actually apply to them.

And here’s the problem: misunderstanding 1099 rules can lead to missed filings, unnecessary stress, or worse—checking the wrong box on your tax return and triggering IRS scrutiny. The fix isn’t panic or perfection. It’s clarity, clean processes, and knowing exactly what matters this year (and next).

BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER:

✅ What actually changed for 1099-K and 1099-NEC thresholds for 2025—and the big increase coming in 2026

✅ Which payments do require a 1099 (and which absolutely don’t)

✅ Why waiting on a 1099-NEC should never stop you from filing your taxes

✅ The one question on your tax return you should never lie about—and what to do if you missed a filing

Bottom line: 1099’s don’t have to be scary, messy, or last-minute—this episode gives you the straight facts so you can file confidently and move on with your business.

RESOURCES + LINKS
Work with Prospera: HERE

FOLLOW + CONNECT
Connect with Prospera: Website | Instagram | Facebook

Liked this episode? Share it on social and tag me @justprospera

Love the show? Leave a 5-star review and let me know!