2025 Year-End Tax Planning Appointments Now Available
November 11, 2025
With the passage of the One Big Beautiful Bill earlier this year, there are many changes to the tax code that may impact your personal and business tax planning. We invite you to spend some time with us to go over your current situation and any changes you may need to make for next year’s tax plan to ensure you are in the best tax position possible, not only for 2025 filing but moving forward to 2026 and beyond. Appointments can be made in the months of November, December, or January. A tax planning appointment can give you extra benefits:
- An estimate of your 2025 tax liability
- Knowing the tax bracket you will be in
- Deciding whether to accelerate or postpone expenses
- Deciding whether to purchase needed equipment this year or next
- Deciding what kind of retirement contributions to make
To give you the best possible service, please send us electronically or mail in the following prior to your appointment:
- Copy of up-to-date QB file, or
- Summary of business revenue and expenses to date, personal information such as most recent paycheck stub, and any other information regarding your personal income and expenses
Larson & Company has both in-person and virtual options to serve you in a convenient way and to best meet your needs.
- Clients are encouraged to send their information to their Larson & Company CPA either electronically or through the mail.
- Clients wishing to send their information electronically can request a secure link from Larson & Company where they can upload their information safely and securely.
- Clients do not need to meet with their CPA in person for year-end tax planning. Appointments can be done over the phone.
We can also help with a year-end clean-up of your QuickBooks files with our accounting services department. These services are also available at our hourly billing rate, and the time required to perform these services is dependent upon the complexity of your QuickBooks records.
Please contact us today to schedule your appointment before year-end.
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