Tax Planning Makes The Difference.

Did you know that those who build a tax plan prior to 12/31 save more money than those who don't?

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Your 2023 Year End Tax Checklist


  • Confirm year-to-date business NET INCOME
  • Review any fixed asset purchases eligible for BONUS DEPRECIATION
  • Review other income sources: 
    • W-2 wages
    • Investment Income
    • Government Assistance
  • Review any tax status changes in 2023 - new baby, marriage, divorce
  • Review Tax Planning Opportunities
    • Expense Acceleration - purchase of normal operating expenses in December may reduce taxable income for year. 
    • Missing Deductions - Are there any un-reimbursed expenses paid by employees that should be recorded in 2023? 
    • Employing children in business as tax strategy - payroll must be processed during CALENDAR year to qualify for 2023. 
    • Pre-tax retirement account - contribution can be made before 4/15/2024 to qualify for 2023. 
Ready to Take Action?

Important Dates

  • December 31, 2023- Deadline for ALL payroll adjustments to qualify for 2024 tax year
  • January 17, 2024 - Deadline for final quarterly estimate for 2023 tax year. 
  • January 31, 2024 - Deadline for all 1099’s to be sent to recipients
  • March 15, 2024 - Deadline for filing of all partnership, S-Corporation returns
  • April 15, 2024 - Deadline for filing of all individual returns and C-Corporation returns
Schedule your FREE 30-minute session

Don’t wait! Schedule your FREE 30-minute consult and get the Tax Checklist PDF.


New Client


  • Quarterly planning calls
  • Completion of corporate return 
  • Discounted personal return
  • Personalized PDF tax plan
  • 10+ hours of preparation
Learn More

Existing Client


  • Quarterly planning calls
  • Completion of corporate return
  • Discounted Personal return
  • Personalized PDF tax plan
Learn More