10/30/2026
December is too late for most tax planning. October and November are the window.
Once the year closes, most of the levers are already set. Before December 31 is when you can still act on things like:
• Your income projection and estimated payments
• Retirement contribution decisions with year-end deadlines
• Business purchases and timing
• Entity and payroll housekeeping
A year-end review is simply a conversation with your actual numbers on the table. It takes less time than you think, and it is much easier to steer in November than to explain in April.
Ready to look at your numbers? Visit SmartTaxCRNA.com to schedule a review.
Rosi | Smart Tax CRNA