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YEAR-END TAX PLANNING · USA · 2026

Don't close 2026 blindly

There is still time to influence your business tax outcome. We review your numbers, structure and the decisions that matter before December 31.

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Start with a short conversation with an Edeal manager. We will define the task and select the right format.
Anton Chekhov — Edeal
Days until Dec 31—days to make decisions
What else we can review:
Business structureOwner compensationPurchases & expensesRetirement plans2027 tax plan
In April, many 2026 decisions will already be too late.

A tax return answers “what happened?” Tax planning helps determine what can still be changed before year-end.

Tax return preparation

What happened? We calculate and file after year-end.

Tax planning

What can still change? We analyze and make decisions before year-end.

Now — decisions can still be made
Sep
Oct
Nov
Dec
Later — mostly calculate the result
Jan
Feb
Mar
Apr
WHAT WE WILL REVIEW

We review the key areas of your business

We analyze your situation and look for opportunities that actually apply to your business — without generic tips.

01

Structure

Is the business structured correctly? LLC / S-Corp / C-Corp, multiple entities and states.

02

Owner money

How do you take money from the business? Salary, distributions, reimbursements and retirement plans.

03

Taxes

What tax burden results from the current scenario and what decisions can affect it.

04

Purchases & expenses

What may make sense to buy or pay before year-end: equipment, vehicles and business expenses.

05

Owner & family

Can personal and business finances be connected more efficiently through compensation, benefits and retirement planning.

06

Plan for 2027

What should change now so you do not start from zero next year.

Have you made these decisions?

Five quick questions that show whether a year-end tax review may be useful.

Do you know approximately how much tax you will owe for 2026?
Has a CPA reviewed your numbers before year-end?
Have you reviewed owner payroll and distributions?
Have major year-end purchases been reviewed for tax impact?
Do you have a concrete action list before December 31?
Edeal Manager
Edeal Manager

If several answers are “No,” we will review the situation and select the right format.

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TWO WAYS TO WORK

Choose the right format

Not sure which one? An Edeal manager will help determine whether you need a focused consultation or a full strategic session.

Tax consultation with CPA

For professional answers to specific questions.

✓
60 minutes one-on-one with a CPAWe review your situation without unnecessary theory.
✓
Answers to your questionsStructure, compensation, purchases, taxes and other specific decisions.
✓
Next stepsWe define what makes sense to do next.
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RECOMMENDED

Tax strategic session

Your personalized year-end tax plan.

1
Preparation — 1 hourUsing your data, we review the numbers, business structure and year-end plans: prior-year tax return, bookkeeping, bank statements and other available financial data.
2
Strategic session — 2 hoursScenarios, decisions, tax impact, priorities and deadlines.
3
ResultSession recording, short summary and a step-by-step Action Plan.
Tax return
prior year
Books
bookkeeping
Bank
statements
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Who benefits most

Tax planning can help any business, but it is especially important if:

The business is earning more

Profit increased, and so may the future tax bill.

You have an S-Corp or multiple companies

Compensation, distributions and the overall structure should be reviewed.

Major purchases are planned

Vehicle, equipment, real estate, hiring, retirement plan and more.

No one plans taxes in advance

Books are maintained and returns are filed, but taxes are discussed only after year-end.

Don't wait for tax preparation to learn your tax result.

Start with a short conversation with an Edeal manager. We will identify what should be reviewed before the end of 2026 and which format fits your business.

Discuss my situation →