2026 Year-End Tax Planning Appointments Now Available

2026 Year-End Tax Planning Appointments Now Available

October 15, 2026 

Article Summary

• Plan for 2026 taxes: Understand how the One Big Beautiful Bill Act may affect your personal and business tax planning for 2026 and beyond.
• Maximize tax-saving opportunities: Evaluate tax liability, tax brackets, deductions, equipment purchases, and retirement contributions to make informed year-end financial decisions.
• Schedule year-end tax planning: Work with Larson & Company CPAs through convenient in-person, video, or phone appointments to prepare for the upcoming tax year.

With the passage of the One Big Beautiful Bill Act last year, there are many changes to the tax code that may impact your personal and business tax planning, including several provisions that apply to your 2026 return and beyond.  We invite you to spend some time with us to go over your current situation and make any adjustments needed to ensure you are in the best tax position possible, both this year and in the years ahead.  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 2026 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 via video call or 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.

Frequently Asked Questions

Why should I schedule a year-end tax planning appointment?

A year-end tax planning appointment helps you estimate your 2026 tax liability, identify potential tax savings, evaluate deductions, and make informed decisions about business expenses, equipment purchases, and retirement contributions.

How could the One Big Beautiful Bill Act affect my 2026 taxes?

The One Big Beautiful Bill Act introduced changes to the tax code that may affect individual and business tax planning. A CPA can help you understand which provisions apply to your situation and identify opportunities to adjust your tax strategy for 2026 and beyond.

What information should I provide before my tax planning appointment?

Provide an up-to-date QuickBooks file or a summary of your business revenue and expenses, along with your most recent paycheck stub and other relevant personal income and expense information. You can submit documents securely through an electronic link requested from Larson & Company or mail them to your CPA. Appointments are available in person, by video call, or by phone.