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Year-end tax planning for 2026

Retirement contributions, income and expense timing, owner salary, equipment and property decisions: most have to happen this calendar year. After that, your CPA can only report what already happened.

Book before December

Your 2026 tax, before it's final.

  • A projection of your 2026 federal tax from year-to-date numbers
  • Retirement plan options and the deadlines that apply to you
  • Owner salary and distributions if you run an S corp
  • Income and expense timing between 2026 and 2027
  • Equipment and property purchases, with 100% bonus depreciation and cost segregation
  • Whether to elect S corp status for 2027 (due by March 15, 2027 for calendar-year businesses)
  • Your Q4 estimated payment, due January 15, 2027

You receive a written plan and a 60-minute review call. Fixed fee from $1,500 depending on complexity.

Year-End Tax Plan

From $1,500one-time

Owners and investors who want to act before December 31

  • Projection of your 2026 federal tax
  • The moves that must happen before December 31
  • S corp election decision for 2027 (due by March 15)
  • Retirement contribution and timing strategy
  • A written plan and a 60-minute review call
Book before December

The calendar is the deadline.

Book a free call and we'll tell you on the call whether a year-end plan is worth it for you.

Book a Free Clarity Call