SHOW / EPISODE

You Gave the IRS $30,000 for Free (Tax Season 2026)

14m | Dec 23, 2025

Book a strategy session with the team: https://www.cofieldspeaks.com/optinxdx5e5vf?el=video2112425A big tax refund usually means you overpaid the IRS. In this episode, we explain how a $30,000 refund happened, why it wasn’t luck, and what mistakes caused that money to be paid in the first place.We break down how income, write-offs, and filing choices can quietly work against you if you don’t understand how the system works. If you’re self-employed or a high earner, this episode shows why refunds happen — and how to stop giving the IRS an interest-free loan.Chapters00:00 Introduction to $30,000 tax refund secret00:36 Understanding tax refunds and overpayment01:14 How to keep your money instead of IRS01:44 Client case: W2 to 1099 contractor transition03:19 Three levels of tax saving strategies04:16 Turning personal travel into business deduction05:46 Home office deduction explained07:18 Vehicle expense deductions08:48 Tax-deductible education expenses09:44 Self-employed retirement account benefits10:22 Health insurance and HSA deductions11:22 Summary of all new tax deductions12:02 Client’s tax bill to refund transformation12:44 Using tax opportunity account instead of prepaying13:47 Call to action and closing remarksFollow us for more valuehttps://www.instagram.com/cofield_advisor/?hl=enhttps://www.instagram.com/georgeacheampongjr/?hl=en

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Tax Free Living w/ Carter Cofield
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