What if the real tax problem isn’t complexity—but growth without structure?
In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Miguel Palma, CPA and founder of Palma Financial Services, for another installment of the Tax Intelligence Files. Together, they unpack a truth many business owners overlook: success doesn’t break your system—it exposes it.
Miguel shares real-world stories of multi-location businesses, high-income professionals, and entrepreneurs who believed they were “doing everything right” simply because their returns were filed on time. But beneath the surface were outdated structures, fragmented accounting, and missed opportunities quietly costing hundreds of thousands of dollars.
From misunderstood LLC strategies to timing asset purchases correctly, to preparing for audits with confidence rather than fear, this conversation challenges the compliance-only mindset. You’ll also hear why exit strategy should shape decisions from day one—and why growth without structure always creates leakage.
This episode is grounded, practical, and deeply clarifying for business owners who want more than basic filing—they want alignment.
💡 In This Episode, You’ll Discover:
• Why compliance alone does not equal tax optimization
• How outdated structures create hidden financial leakage
• The truth about LLCs and liability versus tax savings
• Why timing changes everything in business decisions
• How proper documentation reduces audit anxiety
• Why exit strategy should guide every major move
👤 About Miguel A. Palma
Miguel A. Palma is a CPA and founder of Palma Financial Services. Known for his proactive, structure-first approach, Miguel works with business owners and professionals to move beyond reactive accounting and build long-term clarity through thoughtful planning and disciplined execution.
🔗 Connect With Miguel A. Palma
📍 Location: San Ramon, California
🌐 Website: https://mpalma.com/
🔗 LinkedIn: / palmafinancialservicesinc
📸 Instagram: @mpalmafinancial
📅 Booking Link: https://calendly.com/palma-financial/...
🎧 About the Make Life Less Taxing Podcast
Make Life Less Taxing is a show dedicated to helping people build freedom, clarity, and purpose in every part of their financial life. No hype. No product talk. Just real conversations that help you think differently and live more intentionally.
🌐 More Episodes: https://makelifelesstaxingpodcast.com
📥 Be a Guest: https://makelifelesstaxingpodcast.com/apply
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