11/03/2026
December 31 is closer than it feels.
Before the year ends, take time to review your business finances and prepare for your next tax planning conversation.
Here are five questions to bring to your CPA:
1. What tax bill should I prepare for?
2. Are my estimated tax payments on track?
3. Are my financial records ready for review?
4. Could a planned purchase or business change affect my taxes?
5. What should I address before December 31?
You don't need to figure everything out alone.
Start with your current numbers, your upcoming decisions, and the questions you need answered.
Tax rules and planning opportunities depend on your individual circumstances.
Save this checklist for your next tax planning meeting.