Free Tax Assessment: Find the Gaps in Your Tax Strategy

Most people pay more tax than they legally owe, not because they’re doing anything wrong, but because they don’t have a real tax strategy. In this episode of the Hidden Money Podcast, CPAs Mike Pine and Kevin Schneider introduce a brand-new tool: a Free Tax Assessment that helps you quickly spot the gaps in your current approach and uncover where you may be leaving money on the table.

In about 10 minutes, you’ll answer a simple set of questions (no pressure, “open book” style) and get a clear tax score that highlights your biggest opportunities, whether you’re a W-2 earner, a business owner, or both. You’ll also learn why “meeting your CPA once a year” often leads to missed strategies, and why proactive planning puts you back in control of your results.

In this episode, we cover:

How to tell if you’re overpaying taxes (and what to do about it)

Why a written tax strategy matters more than a verbal plan

Key questions that reveal your biggest planning gaps

The difference between “tax preparation” and tax strategy

How business owners and W-2 earners should think differently

Why “AI-built tax plans” can be risky, and how to stay compliant and confident

How real estate questions (bonus depreciation, cost segregation, ownership structure) impact your strategy

Take the Free Tax Assessment and find your tax saving opportunities at www.revotaxpayer.com/ai-tax-assessment

If you’ve ever wondered, “Am I paying too much tax?” this episode is your starting line.