The Ultimate Year-End Planning Guide for Small Business Owners
Year-End Planning for Business Owners
Year-End planning doesn’t have to be stressful. Our CPA-crafted checklist is designed to help small business owners save time and maximize profitability at year-end.
Intro
Small Business Owners face unique financial and tax challenges at the end of the year. Without a structured approach, tax obligations can become overwhelming and costly. But with the right guidance, you can reduce tax liabilities, optimize deductions, and plan for a profitable year ahead.
Our Year-End Planning Checklist is a CPA-curated guide filled with actionable steps to help your business close the year strong. Plus, our monthly accounting and tax services ensure that your finances stay optimized and compliant throughout the year.
What’s Inside the Guide?Brief Benefit Descriptions:
Optimize Your Tax Strategy
Learn income deferral techniques, capital gains management, and bracket strategies specifically for small businesses.
Stay Compliant and Proactive
Detailed steps on charitable contributions, investment planning, and retirement contributions help you meet all obligations.
Year-Round Support
As a CPA firm specializing in small businesses, we offer monthly services to help your practice stay financially sound all year.
Meet Your Small Business Tax SpecialistI’m Shonty Spatola, a CPA with 19 years of tax and accounting experience. From end-of-year tax planning and compliance and monthly accounting, my firms services are crafted to help legal practices reduce tax burdens and enhance profitability. My tailored approach takes into account the specific challenges your business faces, so you can focus on what matters most—your clients.