10/17/2026
We made it through the October 15 extension deadline for 2025 individual tax returns—and we’re breathing a sigh of relief! 🙏
No rest for the wicked and weary! We’re diving straight into year-end tax planning for 2026, and you should be, too!
Here are some key areas to review before the 2025 year ends:
✅ Identify available tax credits, including the research and development tax credit for qualifying businesses.
✅ Review deductions and the timing of eligible business expenses.
✅ Evaluate your business structure and tax classification to see whether a change could benefit you.
✅ Maximize eligible pretax or deductible retirement contributions within applicable limits and deadlines.
✅ Explore appropriate family tax planning, such as hiring family members for legitimate work at reasonable pay or evaluating gifts of business ownership interests.
✅ Review estimated tax payments and withholding to help avoid surprises and underpayment penalties.
✅ Make the most of a health savings account if you’re eligible to contribute.
✅ Review depreciation opportunities, including Section 179, bonus depreciation, and qualifying commercial property improvements.
✅ Prepare for tax law changes that could affect your 2026 return.
👨🏽💻 MOST IMPORTANTLY: Put a personalized plan in place with us. We’ll help you understand your options and make informed decisions for your business, your family, and your money.
Call 1-800-816-6121 or email Christopher Estrada at [email protected] to schedule your year-end tax planning appointment. 🗓️
