A year-end tax planning session with your accountant reviews your finances and finds ways to keep more money. Schedule it between Halloween and Thanksgiving so your accountant has enough data to make accurate estimates for the rest of the year.
What is the year-end planning session and why do I need one? A year-end tax planning session is a meeting where you and your accountant will look at what has already happened for the year so that you can do a couple things that hopefully will end up keeping more money in your pocket. We like doing these year-end planning meetings between Halloween and Thanksgiving are really ideal, but sometimes we go a couple weeks into December. The reason we like the timing of the year-end planning meeting happening closer happening closer to the end of the year is because we have actual data for most of the year, and then we can estimate only a few months. That allows us to provide a much more accurate scenario around the planning that we wanna do.
