How to Reduce Tax Season Stress (Ep. 10)

Why does tax time feel so overwhelming, and what can be done throughout the year to avoid those stressful moments in April?

In this episode, Jamie Hopkins and Kate Duffy are joined by Michael W. Valenti, CPA, CFP®, CEPA®, MAcc, Tax Director at Bryn Mawr Trust Advisors, to break down why taxes feel emotional and how proactive planning can ease that burden. They explore common causes of under-withholding, challenges for high earners, small business owners, and retirees, and how simple adjustments can reduce surprises.

The conversation also covers bonus income, equity compensation, crypto reporting, and when it makes sense to work with a CPA.

Key takeaways:

0:00 – Introduction 
1:16 – The Origin of The Frozen Farmer Idea and Evans Farms
3:07 – Working in a Family Business
8:08 – The Road to Shark Tank
14:32 – Challenges of Scaling to a National Brand
16:25 – The Expense of the Grocery Store Industry (Slotting Fees and Logistics)
17:43 – Strategies for Maintaining Sanity and Work-Life Balance
20:54 – Building a Professional Team
26:44 – Hindsight: Not Saying Yes to Every Opportunity
30:16 – Where to Find The Frozen Farmer
30:32 – Conclusion