Casey and Jarrod sit down with Steve Levy, CPA & JD, to uncover what really happens when a tax surprise hits your practice. From sudden five-figure balances to misleading refunds, the trio breaks down the financial strain, penalties, and stress these surprises create—and why they’re almost always preventable with the right strategy. They also expose how reactive CPAs, poor planning, and outdated “safe harbor” estimates set practice owners up for trouble year after year. With clear examples and practical insight, this episode gives dentists a roadmap to avoid surprises, stay proactive, and finally take control of their tax destiny.
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