Meet Kayla Joshua, a dynamic force driven by a profound passion for community empowerment and financial education. Born in Chicago, IL, and raised in the historic WestSide of Las Vegas, NV, Kayla’s journey has been a remarkable fusion of academia, social work, and a keen understanding of finance. Fondly known as the “Financial Social Work” within her circles, Kayla has seamlessly blended her experiences to assist her community in navigating the intricate realms of tax preparation and credit repair. With a background in Criminal Justice and a Master’s in Social Work, she has channeled her knowledge into fostering financial literacy and self-growth. Join us as we delve into her story, challenges, and the impactful strides she’s making in transforming lives through financial empowerment.
It’s an honor to speak with you today. Share with the readers of Sheen Magazine who you are and your story.
I help others has always been a passion of mine since I was a child growing up to see the injustice and balance of power between the government and the community all my life. I decided to pursue a career in Criminal Justice, and a Master’s of Social work, but all the while I worked in banking to get my way through college and that’s how I learned about finance. My friends and family call me the Financial Social Work because I have been able to take my experience in life and school to be able to continue to assist my community with learning about financial and self-growth in all aspects of life. Hence this reason why tax preparation and credit repair are my passions.
What led you to start a career as a tax professional, and can you share a pivotal moment or experience that influenced your choice?
I had no intention of becoming a tax professional, one of my business partners in the credit restoration industry asked if I would like to join a company with her and prepare taxes and I did, and it changed my life. I made it my career due to the lack of knowledge I saw in my community when it came to taxes.
As a tax professional, what continues to drive your passion for this field, and how do you stay motivated year after year?
Learning new tax laws to share with my community, not only helps them but it helps me grow by feeling of obligation to spread the word to them so that we can decrease the wealth gap.
Who are some of your inspirational role models within the tax industry, and how have they influenced your approach to tax planning and advising?
One person I have grown to love in the tax industry is Duke, I love how simple he breaks tax law down. I also have to give much respect to Mr. and Mrs. Rowand had it not been for the platform they created I would not have ever joined the industry they made it simple to start a plug-and-play business for a brand-new entrepreneur.
Can you discuss how the tax industry has evolved and changed over the past few decades, including any notable shifts or trends from 10 years ago and 20 years ago?
I’ve only been in the industry for 5 years, but I have seen an increase in sharing tax knowledge and how it’s now pouring over into other parts of financial literacy bookkeeping, life insurance, investments, etc.
If our readers were looking to work with you as a tax professional, what characteristics or traits should they possess? For example – Do you primarily serve self-employed individuals, low-income earners, high-wage earners, or a diverse client base?
I primarily focus on small business owners, which allows me to teach them how to structure a business correctly for the first time, I also assist them with establishing their LLCs in all 50 states and how to establish business credit.
Share with our reader what’s next for you. For example – I am going to publish a book, I have an event, I am…
I honestly don’t know what’s next for me, but I would love to focus on more public speaking I feel it allows you to reach others that normally you wouldn’t have crossed paths with. As well as coaching new small business owners who would like to enter the tax industry and just don’t know where to start.
Where can our readers follow you on social media?
Facebook: Knowledge Solutions
IG: knowledge solution
LinkedIn: Knowledge Solutions
TikTok: Knowledge Solutions
Photo credit: Courtesy of Knowledge Solutions
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