Most tax planning only works before the year closes. Settle these with your accountant in the fall.
- Estimate this year’s profit from your books through September
- Decide on equipment purchases before Dec. 31
- Check your retirement plan’s deadlines
- Collect a Form W-9 from every contractor you paid
- Book a planning meeting for November
Bring your year-to-date financial statements. We will tell you what each choice changes on the return.