10/28/2026
There's a meeting most small business owners have never had.
It's not tax preparation. That's March, and it's about last year. This one is tax planning. It happens in November, and it's about this year, while this year can still change.
We take the books through October, project the full year, and put a tax number on the table. Then we walk through what's still open before December 31. Retirement contributions, equipment timing, how you pay yourself, whether the business structure you picked years ago still fits the business you have today.
Some owners walk out with a smaller tax bill. Every owner walks out knowing the number. Both are worth the hour.
If you've never had that meeting, this is the year. Let's book it for November. 330-686-6666