Behind the Numbers

This episode breaks down Oklahoma’s most valuable tax incentives for businesses and individuals, including the Quality Jobs programs, investment and new jobs credits, workforce and industry-specific credits, patent royalty exemptions, rural and historic credits, and recent tax reform changes.
Hosts Cody Melton and Taylor Rhoads explain who qualifies, how the programs work, and why talking to a tax strategist can help you claim real dollars instead of leaving money on the table.

Hosts Taylor Rhoads and Cody Melton explore how short‑term rentals (Airbnb/VRBO) can become powerful tax strategies, explaining passive vs. active rental rules, the real estate professional designation, material participation, and cost segregation/bonus depreciation.
The episode outlines how proper structure, documentation, and participation can create accelerated, non‑cash deductions to offset ordinary income, and stresses the importance of planning and tracking hours before buying.

On this episode of Behind the Numbers, hosts Cody and Taylor break down when business owners should outsource their accounting. They cover common red flags—behind books, chaotic tax seasons, spending too much time on bookkeeping, and growth without financial clarity—and explain the practical benefits of outsourcing, from payroll support and tax planning to cash‑flow analysis and strategic advice.Listeners will learn what a proper onboarding looks like, how to choose an accountant who understands your industry, and why starting with professional guidance can save time and money long term. If accounting is costing you sleep or keeping you from running your business, this episode shows how outsourcing can bring confidence and clarity.

In this episode of Behind the Numbers, the hosts from TC Advisors break down common payroll mistakes—misclassifying workers, missed tax deposits, missed deadlines, and overtime errors—that can quickly become costly due to penalties, interest, and audits.They explain the importance of proper payroll systems, year-end reconciliations, and staying current with reporting changes, and offer practical tips: use professional payroll software, separate trust-fund taxes, and address issues early to minimize risk.

Hosts Cody Melton and Taylor Rhoads unpack the S‑corporation and C‑corporation debate, explaining payroll tax impacts, reasonable owner compensation, shareholder basis limits, and state tax and compliance considerations.
They offer practical thresholds for when to consider each structure, highlight IRS risks of low owner salaries, and discuss strategic benefits like fringe benefits and the qualified small business stock exclusion for C corporations.

In this episode of Behind the Numbers, the TC Advisors team reflects on their intense tax season, sharing what surprised them, how they managed heavy workloads, and memorable client moments.They cover trends in refunds and balances due, common missing documents, extension advice, and practical tips for planning year-round rather than just in April.The hosts also reveal stress-management habits, post-season priorities, and small wins that helped the team get through the busiest weeks.

In this episode of Behind the Numbers we walk through the emotional five stages of tax season — from excitement and confusion to panic, regret, and acceptance — and explain why proactive tax planning matters for business owners and employees alike.Hosts cover deadlines for pass-through entities, the difference between net profit and cash flow, withholding tips, effective tax-rate benchmarks, and practical steps to turn a surprising tax bill into a strategic opportunity.

Hosts Cody Melton and Taylor Rhodes sit down with Maddie Jeffries and Jerri-Ann of Native Star Group to explore the company’s origins, its work as a women- and Native American-owned general contractor in the SBA 8(a) government contracting space, and how their construction and mechanical specialties grew from family experience into a staffed business.The conversation covers challenges with a previous national accounting firm, a complete restructuring and tax plan implemented with TC Advisors, and the real tax savings and operational changes that followed. Maddie and Jerri-Ann also share lessons for aspiring business owners about starting, persisting, and using strategic financial planning to protect and grow a company.

In this special family episode of Behind the Numbers, host from TC Advisors brings his sons Micah and Luke to ask curious, kid-friendly questions about money, taxes, and what grown-ups do at the office. The dad explains what taxes pay for, why paying them matters, and how investing and saving work.Between laughs and wild million-dollar wishes, listeners get a light, clear introduction to basic financial concepts and practical advice for staying legal and making smart money choices.

In this episode Cody and Taylor break down the money habits that separate consistently successful local business owners from the rest. They cover the three key figures owners must track—cash balance, net profit, and owner distributions—why profit and cash flow are different, and how simple budgets and intentional systems prevent surprises.The hosts also discuss practical tax and financial strategies, including timely planning, proper entity structure, depreciation, retirement savings, knowing margins over emotions, and asking for help before a crisis. The episode focuses on actionable steps to keep a business profitable and sustainable year after year.