1. Finalize your books. Be ready to present a Profit & Loss to your CPA.
2. Review Income and Expenses. Consider Accelerating or Delaying Expenses
3. Review your inventory and assets. Consider buying Assets or Inventory
4. Maximize Retirement Contributions & Health Savings Accounts (HSA)
5. Consider Rewarding Employees and Customers
6. Review Estimated Income Tax Payments
7. Ensure Payroll W2 & 1099 Compliance
8. Review Federal and State Tax Credit Opportunities
9. Consider Charitable Contribution Strategies
10. Meet with your CPA Before Year-End (There will be a fee, but it is worth it)
Find us at: (480) 809-6006 - Gilbert-Accounting.com
