Most of the choices that shape a business owner’s 2026 tax return have to be made by December 31. Once the year closes, preparing the return records those decisions; it rarely changes them.
A year-end advisory session looks at your business return and your personal return together while there is still time to act. Depending on your situation, we may review:
- Owner pay for S corporation owners, including whether reasonable wages and shareholder health insurance are running through payroll in 2026
- Retirement contributions, since 401(k) salary deferrals must come out of pay by December 31
- Equipment and other purchases you are planning, and when they are placed in service
- Estimated payments, including the fourth-quarter payment due January 15, 2027
- Changes in your household that affect the personal return
Sessions fill up as December gets closer. To book one, contact us or get started. For more detail on each item, read why business owners should book a year-end tax review.