How To Pay Less Taxes (Legally)! With Sonia Castelan

Are you overpaying in taxes? In this episode, tax expert Sonia Castelan shares actionable strategies to legally reduce your tax burden. Whether you're an entrepreneur or professional, learn how to maximize deductions, separate personal and business finances, and use tax-saving strategies to build wealth.

 

Episode Highlights:

• The biggest tax mistakes entrepreneurs make and how to avoid them.
• Why separating personal and business finances is critical for tax savings.
• How to leverage tax deductions to keep more of your hard-earned money.
• The importance of making quarterly estimated tax payments to avoid penalties.
• How investing in a retirement plan can lower your taxable income.
• Why working with a tax professional can save you thousands.

 

About our guest:

Sonia Castelan is the founder of Castelan Tax Services, dedicated to helping individuals and business owners take control of their finances. Born in Brooklyn, NY, with roots in Puebla, Mexico, she understands the financial challenges many in the BIPOC community face.  After experiencing her own financial struggles due to a lack of money conversations growing up, Sonia took it upon herself to master personal finance and break generational cycles. In 2020, she merged her corporate data analysis expertise with her passion for financial education, launching Castelan Tax Services to provide expert tax guidance and wealth-building strategies.

Her mission is simple: to demystify money, empower her community, and help others build lasting financial confidence.

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Luzy King is a 2X award-winning Latina Wealth Coach. She became a first-gen investor after learning about investing and wealth building by accident through her MBA program in 2019. During the same year, Luzy was denied access to financial advice because she didn’t have $100K to start investing, and she made a commitment to learn things on her own and become the first one in her family to start investing. Now, she is passionate about teaching women of color all of the strategies she wishes someone would have taught her in school. Luzy is a certified trauma-informed Financial & Business Coach, contributing author, and Community Leader. Luzy is on a mission to destigmatize the idea of wanting more money, more money, and more options. She is ready to teach women of color how to build a legacy through stock market investing and entrepreneurship.

 

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