Small Business & Year-End

Get ahead of your business taxes before year-end.

Many tax-saving moves for business owners have to happen by December 31. I help small businesses plan ahead and head into tax season ready, working directly with you, not a call center.

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How I can help before December 31

A short review now can lower this year's tax bill and save you a stressful scramble in April.

Year-end tax planning to lower your 2026 tax bill
A year-end review of your income and expenses
Catch-up and cleanup bookkeeping
Timing of equipment and other major purchases
Retirement plan options for owners, and their deadlines
Owner pay and estimated tax payments
Is an S corp right for you in 2027?
1099 preparation for your contractors

Who I work with

Sole proprietors & freelancers

Schedule C income, deductions, and estimated taxes.

LLCs & partnerships

Business returns and owner tax planning.

S corporations

Reasonable salary planning and Form 1120-S.

C corporations & other businesses

All types of businesses. Not sure where yours fits? Just ask.

How it works

1. Free call

We talk through your business and where things stand.

2. Review

I look at your numbers and spot what needs attention.

3. Plan

You get a clear action list and a fixed quote before any work begins.

Don't wait until April

Year-end moves only work if they happen before December 31. Book a free 30-minute call.

Schedule a free call