I had no idea I was overpaying!!

 

I heard from a business owner recently who thought their taxes were "pretty optimized."

Their CPA was responsive. Their returns were filed on time. Everything seemed fine.

Then they went through a tax strategy review.

Here’s what they found:

They had been overpaying for years. Nobody was proactively looking for opportunities throughout the year.

The strategy work just wasn't happening.

Your Bottom Line

You don’t rise to goals. You rise to identity.

Your identity is the story you tell yourself about who you are.

And that story drives every behavior, decision, and result in your business.

Limiting identities create limiting results:

• “I’m not a salesperson” → Poor sales

• “I’m just getting by” → Survival mode

• “I have to do everything myself” → Burnout and small business

Empowering identities create empowering results:

• “I’m a CEO building equity” → Strategic decisions, long-term growth

• “I’m a high-performer who charges what I’m worth” → Premium pricing, quality clients

• “I’m a specialist known for [niche]” → Focused positioning, referrals

The shift happens through:

Define who you need to become to achieve your goals naturally

Write your “Future You” identity paragraph in present tense

Read it daily to rewire your self-image

Make one decision per week from that new identity

Watch as behaviors and results shift to match

Your self-image is the ceiling on your success.

Raise the ceiling. Step into who you’re becoming.

Your action this week: Write your “Future You” paragraph describing the person you’re becoming. Use present tense (”I am...”). Make it powerful and specific. Read it every morning for the next 30 days. Then make ONE decision this week from that identity instead of your old one. Watch what changes when you stop trying to achieve goals and start becoming the person who achieves them naturally.

Define who you need to become.

Think about your primary business goal for the next year.

Now answer: Who is the person who achieves that goal naturally?

Not what do they do. Who are they?

Example:

Goal: Build a $200K book with 90% retention.

Who achieves this naturally?

Someone who:

• Values quality over quantity

• Builds deep client relationships

• Thinks strategically about retention

• Operates like a CEO, not just a producer

• Invests in systems and team

• Charges confidently because they know their value

That’s the identity you’re stepping into.

Why Goals Alone Don’t Work

Most people approach growth like this:

Step 1: Set a goal (”I want to make $100K”)

Step 2: Work really hard

Step 3: Hope it happens

Result: It doesn’t. Or it happens briefly, then you slide back.

Here’s why that doesn’t work:

Goals are about outcomes. But outcomes are driven by behaviors. And behaviors are driven by identity.

The hierarchy looks like this:

Identity → Beliefs → Behaviors → Results

Your identity determines what you believe is possible and natural for you.

Your beliefs determine what actions you take (or avoid).

Your actions determine your results.

If you only focus on goals (results) without changing identity, you’re fighting upstream against who you believe you are.

Example:

Goal: “I want to make $150K this year.”

But your identity says: “I’m not really a businessperson. I’m just a person trying to help people.”

Belief that flows from that identity: “Aggressive selling feels inauthentic. Real success happens organically.”

Behaviors that flow from that belief: You avoid asking for the sale. You don’t follow up persistently. You undersell your value.

Result: You make $70K. Again.

The goal failed because it conflicted with your identity.

Your CPA filed your return, but who's handling your tax strategy?

Filing your return and building your tax strategy are two different things, and most preparers only do one.

Tax preparation reports on what happened last year. By the time your preparer reviews your return, there’s almost nothing they can change. The tax strategies that save money require decisions made during the year.

Your CPA closed your 2025 taxes. Stryde builds your 2026 plan. Those are two different conversations, and only one of them changes what you’ll owe next year.

The reality? Businesses overpay constantly. Subscriptions auto-renew. Tax codes change. Fees get tacked on invisibly.

A legitimate refund recovery isn't magic; it's just a no upfront cost audit of what you already overpaid.

Skip the skepticism and just run the numbers. See if your business qualifies in 60 seconds 👉 BusinessRefund.com

Business Tips

Many people in business use LinkedIn consistently but still struggle to create genuine engagement, meaningful conversations, and strong business relationships.

They post content, add connections, and remain active, yet often feel invisible, overlooked, or disappointed by limited results.

The challenge is that LinkedIn success is rarely built through posting alone. Real momentum often comes from how well you engage, support others, create conversations, and build trust over time.

There are practical ways to turn everyday LinkedIn activity into stronger relationships, increased visibility, and better business opportunities.

See prior posts.....

The field is wide open!!

The P&C industry is looking for talent and that's why recruiting submissions are being taken for the P&C space - text Larry today 847-872-4047 or book a call in seconds.