Behind the Numbers

A practical episode covering year-end tax tasks: issuing W-2s and 1099s, collecting W-9s, key deadlines, 2026 reporting changes, and tips for smoother tax-season planning.

In this episode Cody Melton sits down with Todd Fannin, founder of Tack Designs, to trace his journey from printing shirts to fund an international adoption to building multiple successful businesses serving national and industrial clients. Todd shares key moments—landing big contracts, adopting the EOS operating system, financial rules like Profits First, and practical leadership and culture less...

In this episode Taylor Rhodes sits down with Cookie, a Realtor who transitioned from corporate life to real estate and built a successful business through grit, mentorship, and relentless customer service. She shares real-world insights on the realities of the job: mountains of paperwork, last-minute hurdles before closing, and the importance of managing taxes as a self-employed agent. Cookie also...

Host Taylor Rhoads interviews Nettie Plank, owner of Nettie Ann’s Bakery in Chouteau OK, about her 23-year journey from a small start-up to a thriving local bakery. The episode covers early challenges (long hours, startup costs, hiring), standout products like sourdough and oatmeal whoopie pies, and how faith, community, and mentorship shaped the business and its team. Listeners will get practical...

Join Taylor and Cody for a rapid-fire episode of Behind the Numbers where they answer listener questions about taxes, accounting, and personal finance in a casual, approachable way. Topics include the choice between standard and itemized deductions, IRAs versus precious metals, differences between CPAs and EAs, reporting illegal income, and whether to buy land or invest. They cover practical tips...

In this episode, Taylor Rhodes and Cody Melton explain how TC Advisors moved beyond traditional compliance work to proactive advisory and tax coaching, helping business owners plan years ahead to reduce taxes, optimize cash flow, and prepare businesses for sale. They cover common client pain points (like accrual vs. cash accounting), valuable tax credits and timing strategies, the role of certifie...

This episode breaks down the tax and accounting essentials for new business owners, including entity selection, funding options, and common tax pitfalls like self-employment tax. Hosts Taylor Rhodes and Cody Melton explain practical steps—forming an LLC, S-corp elections, bookkeeping, separating business funds, and estimated taxes—to protect your business and save money. They also cover funding ro...

Host Taylor Rhodes interviews Kelly Dixon, HR manager at TC Advisors, about how human resources intersect with financial performance. They discuss the costs of disengagement, how HR data and tools help spot burnout and improve decision-making, and why recognition and real-time feedback matter. Kelly emphasizes that culture, clear communication, and listening are investments that don’t show up on a...

In this episode, Cody and Taylor explain how seasonal businesses can manage cash flow when busy months end, covering forecasting, reserve funds, flexible expenses, and the Profit First method. They offer practical steps—cashflow calendars, separate bank accounts, and off‑season revenue ideas—plus a short tax tip to help businesses stay financially resilient. Click here for the Profit First book!

This episode explains why tax planning matters, how it differs from tax prep, and practical strategies to lower your tax bill. Hosts Taylor Rhodes and Cody Melton cover reviewing income and expenses, retirement contributions, strategic charitable giving, business deductions and depreciation, and choosing the right entity structure. They emphasize proactive planning, working with an advisor, and av...

Hosts Taylor, Zach, and Grant break down the key difference between profit and cash flow, explain accrual vs. cash-basis accounting, and share practical strategies to forecast, manage, and protect business liquidity. Learn simple tips like building a cash reserve, timely invoicing, forecasting 90 days ahead, and using your accountant for cashflow planning so profitable businesses don’t run out of...

Hosts Cody Melton, Tommy Parker, and Taylor Rhoads interviews Sean Farnsworth of the Keeping It Dutch YouTube channel about his journey from Marine veteran to homesteader and full-time creator. They discuss how Sean started filming to leave a legacy for his children, the slow grind to monetization, and the leap to full-time content creation. The episode covers business growth and diversification —...

In this episode, Cody Melton sits down with Jacob Wallace, founder of Redeemed Digital, for a deep dive into how artificial intelligence is reshaping coaching and marketing. From automating client engagement to optimizing ad spend, Jacob shares practical insights and real-world examples that business owners and financial professionals can apply today.

Ally Parker takes over the mic to explore how marketing and storytelling bring accounting to life. From employee spotlights and client stories to branding, engagement, and myth-busting, this episode reveals the people and strategies behind the spreadsheets. Listen for fun moments, a lightning round on marketing myths, and practical takeaways about listening to clients and making numbers relatable.

In this myth-busting episode of Behind the Numbers, Cody and Taylor take on one of the most misunderstood topics in business — the IRS. From audit triggers to common misconceptions, they break down how the IRS actually works and why it’s not the monster under your financial bed. You’ll learn: What really causes an audit (hint: it’s not filing an extension) How to stay audit-ready with simple habit...

In this flavorful episode of Behind the Numbers, Cody Melton and Taylor Rhoads sit down with Wes Miller, the entrepreneurial force behind the beloved Amish Cheese House in Chouteau, Oklahoma. From crafting cheeses to building a business rooted in tradition and hospitality, Wes shares how he’s blended community values with smart financial strategy to create a thriving local brand. You’ll hear: How...

In this episode of Behind the Numbers, hosts Cody Melton and Taylor Rhodes break down what write-offs are, which deductions are legitimate, and which ones commonly draw IRS attention. They cover home office rules, vehicle and mileage deductions, business meals vs. entertainment, startup costs, charitable limits, audit myths, and practical recordkeeping tips (including apps like MileIQ) to keep you...

In this episode, Cody Melton and Taylor Rhoads dive into the details of the One Big Beautiful Bill — the new tax law that reshapes how individuals and small businesses approach taxes and financial planning. With their signature clarity and insight, the hosts break down what the bill includes, why it matters, and how it could impact individuals and companies in Oklahoma and beyond. Whether you're a...

In this debut episode, hosts Cody Melton and Tommy Parker introduce Behind the Numbers, a podcast dedicated to demystifying the world of tax, accounting, and financial strategy for individuals and business owners alike. Learn what inspired the show, what listeners can expect in future episodes, and how TC Advisors is using this platform to bring clarity to complex financial topics. Whether you're...