Keep more of what you earned this year
The smart money moves worth making before December 31, in plain English. Because the biggest tax savings happen before the year closes, not when you file.
- Six year-end strategies, and who each one fits
- The timing deadline for each move
- A simple four-step year-end rhythm to follow
Get the guide
Enter your name and email and we’ll send the Year-End Tax Planning Guide straight to your inbox.
We respect your inbox. No spam, just useful resources.
What’s inside the guide
A clear, plain-English walk through the year-end moves worth considering, built so you can spot the few that fit your business.
- Timing income and expenses to your advantage
- Equipment and asset purchase timing
- Retirement contributions that lower taxable income
- S-corp salary and distribution timing
- Charitable giving strategy
- Covering estimated taxes before the window closes
- The timing deadline attached to each move
- A simple four-step year-end rhythm
The best tax savings have a deadline
Most tax moves can only be made before the year ends. Miss the window, and you’re just reporting what already happened.
Timing is everything
Many of these strategies have a hard December 31 deadline, and a few must be set up even earlier. Knowing them now means you can still act.
Not every move fits
The right strategy depends on your business, your income, and your year. This guide helps you spot the few that actually apply to you.
Plan, don’t scramble
Walking into tax season with your moves already made beats a spring scramble to find savings that are no longer available.
About AdminBooks
We’re a fully virtual bookkeeping, payroll, and tax firm helping service-based business owners across the country keep clean books and make confident financial decisions. Our team includes CPAs, Enrolled Agents, and QuickBooks Online ProAdvisors.
Our motto is simple: educating clients to make a difference.
Want help putting it into action?
The guide gets you thinking; a conversation gets you a plan. Start with a free discovery call to get to know our team. If it’s a fit, we’ll follow up with a free bookkeeping assessment to see exactly where your books stand before year-end.
Schedule a free discovery callMore helpful resources
Free tools to pair with your year-end planning.
Year-End Bookkeeping Checklist
Get your books clean and ready before you hand off to your tax preparer.
Get the checklist →Quarterly Tax Calculator
Figure out what to set aside each quarter, no surprises at tax time.
Open the calculator →Answers & Guides
Plain-English answers to bookkeeping, tax, and QuickBooks questions.
Browse all guides →Common questions
When should I start year-end tax planning?
Now. Most of these moves have a December 31 deadline, and a few need to be set up even earlier. The earlier in Q4 you start, the more options you have.
Does this guide give specific dollar amounts?
No, and that’s on purpose. Contribution limits and thresholds change year to year, and the right numbers depend on your situation. The guide covers the strategies and timing; the specifics are best confirmed with a tax professional.
Is this for DIY business owners or those with an accountant?
Both. Use it to understand which moves might apply to you, then confirm the details with your tax professional before acting. If you don’t have one, we’re happy to talk.
Do I have to become a client to download it?
Not at all. The guide is free. Just enter your name and email and it’s yours, no obligation.
This guide is general information, not tax advice. Tax strategies depend on your specific situation, and the rules and figures that apply can change from year to year. Please confirm anything with a qualified tax professional before acting.