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A single wasted December is a tax bill you never had to pay. This checklist walks through the moves that actually move the needle before the year closes, in the order we run them with clients.
It is written for owners of LLCs and S-corps who want a clear, do-this-next list rather than a wall of theory.
What's Inside
- ✓Entity and reasonable-compensation review for S-corp owners
- ✓Retirement contributions sized to this year’s income
- ✓Equipment and Section 179 timing decisions
- ✓Deferring income and accelerating deductions where it helps
- ✓Estimated-payment true-up to avoid penalties
- ✓Documentation to gather before you meet your CPA
How to Use It
- 1 Print the checklist and mark the items that apply to you.
- 2 Pull the numbers each item asks for from your books.
- 3 Book a planning call before mid-December while moves are still possible.
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Request This ResourceThese templates and guides are general educational resources, not tax, legal, or accounting advice. Your circumstances may differ, talk with us before acting on them.