About this episode

This episode discusses the importance of proactive tax planning for law firms and the financial habits that can lead to overpayment of taxes.

Most law firm owners are highly strategic in their legal work, but far less intentional about their finances. And it shows up at tax time. In episode 614 of the Lawyerist Podcast, Bernadette Harris talks with Jayden Doye about the financial habits that quietly cost law firms thousands and why reactive tax preparation is not the same as real tax strategy. Jayden breaks down the key differences between bookkeeping, tax preparation, and tax planning, and explains why many lawyers overpay the IRS simply because they wait too long to act. They also explore common mistakes like misclassifying employees, relying on DIY accounting, and focusing on revenue instead of profit. Together, they share practical ways to take control of your numbers, build better financial systems, and make smarter decisions throughout the year, not just in April. If you want to stop guessing, reduce your tax burden, and run a more financially stable firm, this episode offers a more proactive approach to managing your practice. Listen to our previous episodes on Law Firm Profitability & Financial Clarity. #595 – KPIs for Lawyers: Measuring Your Law Firm’s Financial Health, with Bernadette L. Harris (Remastered)…

People in this episode

Host: Bernadette Harris

Guest: Jayden Doye

Topics covered

• tax planning
• law firm finances
• financial strategy
• bookkeeping
• tax preparation
• profit management

Mentioned in this episode

Organizations: Lawyerist.com

More episodes of Lawyerist Podcast

• Scaling Access to Justice: How Technology and Partnerships Expand Legal Impact, with Zach Zarnow · April 16, 2026 · 28 min
• AI for Lawyers: What You Need to Know Before Your Clients Do, with Cat Casey · April 9, 2026 · 32 min
• Choosing the Right Legal Tech in the Age of AI, with Scott Clasen · April 2, 2026 · 36 min
• Beyond Copycat Marketing: Building a Law Firm Brand That Actually Converts, with Karin Conroy · March 31, 2026 · 31 min
• Improve Client Satisfaction Without More Work: Designing Smarter Legal Services, with Laura Hartnett · March 26, 2026 · 27 min
• Business Development forLawyers: Building Real Relationships That Lead to Clients, with Megan Senese · March 19, 2026 · 25 min

Explore listener stats, chart rankings, contacts and more on the Lawyerist Podcast podcast page.