The year-end tax checklist. 12 things to do before December 31.
The moves that have to happen this year, not at filing time.
Most of the money business owners leave on the table isn't from doing something wrong. It's from a deadline that passed before anyone looked. This one-page checklist lists what to handle before December 31, 2026.
- Equipment: placed in service by Dec 31, not just ordered
- Owner pay: S corp owners run a reasonable salary through payroll
- Logs: mileage and rental hours, kept as you go
- Deadlines: retirement choices, the Jan 15, 2027 estimate, and W-9s for 1099s
From Sargis Ivanov, CPAFounder, Next Level CPA PLLC
Go through it once. Then deal with the gaps.
- 01
Check off what's done
Most owners already have half of it handled.
- 02
Circle what's missing
Those are the items to deal with before Dec 31.
- 03
Ask about the rest
Anything you're not sure applies to you is what a discovery call is for.
Owners who got it set up and stopped worrying.
4.9 stars from 78 Google reviews.
“My wife started a new small business last year so that gave us even more anxiety filing our taxes this year. He walked us through each and every step and even laid out plans for next year's taxes.”
“He responds almost immediately, which is rare, and consistently provides clear, informative guidance. You can tell he genuinely cares about his clients, not just getting the job done.”
“Working with Sargis & his team has been an incredible, FRICTIONLESS experience. As a busy professional, it has been a joy to trust this team and be guided through a streamlined process.”
Want help with it? Book a free discovery call.
Thirty minutes on Google Meet with Sargis. We'll look at your year, flag what can still be done before December 31 and tell you if we're a fit.
- 01
Tell us about your situation
Your business or rental, and the tax questions on your mind.
- 02
We tell you if we're a fit
If we're not the right firm for you, Sargis will say so on the call.
- 03
You leave with a next step
A clear plan, and a price if there's work for us to do.