Retirement contributions, owner salary, equipment and property decisions, stock sales and gifts: most have to happen by December 31. After that, your CPA can only report what already happened.
Every plan starts with a projection of your 2026 federal tax from year-to-date numbers, then focuses on the moves that matter for your situation.
You receive a written plan with dates and dollar amounts, and a 60-minute call to walk through it. Book by mid-December so there's time to act before December 31.
From $1,500one-time
Owners and investors who want to act before December 31
By mid-December. Most year-end moves have to happen by December 31, and there needs to be time to run your numbers and walk through the plan before then.
From $1,500, quoted on the first call based on complexity: number of entities, properties and income sources.
No. Studies are done by specialist engineering firms. We tell you whether one is worth it for your property, coordinate with the firm, and apply the results correctly on your return.
Usually if you own a profitable business, rental properties or equity compensation, or if your income changed a lot this year. If your return is a W-2 and the standard deduction, you probably don't need one, and we'll tell you so on the call.
Book a free 30-minute call and we'll tell you on the call whether a year-end plan is worth it for you.
