Category: tax-planning
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Why Filing Season Is Too Late for Tax Planning
Many business owners believe filing on time protects them. In reality, tax exposure is created months earlier through everyday decisions. By filing season, most corrective options are gone. Early advisory review helps identify risk while action is still possible.
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Filing a Tax Return Is Not the Same as Preparing One
Many taxpayers confuse filing with preparation. Filing reports results, preparation determines them. This article explains why delaying preparation increases risk, how the IRS evaluates returns, and why proactive review matters for business owners, high-income earners, and taxpayers with growing financial complexity.
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Year-End Tax Preparation Sets Your 2026 Outcome
Year-end tax preparation determines much of your 2026 tax outcome before returns are filed. For business owners and high-income taxpayers, early review helps correct reporting issues, reconcile records, and address estimated tax exposure. Acting before December 31 reduces surprises, penalties, and the risk of IRS notices.
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Why High-Income Tax Planning Fails Without Strategy
For high-income individuals and business owners, tax planning must be continuous. Waiting until filing season limits options and increases exposure that could have been prevented earlier in the year.
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What “Year-End Tax Planning” Really Means in 2025
True year-end tax planning happens before December 31. For high-income individuals and $1M+ businesses, decisions made now often determine outcomes long before filing season begins.
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IRS Tax Tip 2025-70 What Taxpayers Must Do Now
IRS Tax Tip 2025-70 urges taxpayers to prepare now for the 2026 filing season. With new reporting requirements and expanded deductions, early planning is critical. Steve Perry, EA helps individuals and businesses organize records, avoid IRS notices, and file accurately while maximizing every available tax benefit.
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OBBBA Tax Planning for Small Business 2025-2026
The One Big Beautiful Bill Act creates a powerful tax planning window for small businesses. With strategic QBI optimization, entity structuring, and targeted Section 179 and bonus depreciation choices, owners can save thousands. Acting before 2026 is critical, and expert guidance ensures nothing is missed.
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Adoption Tax Credit Updates You Need to Know for 2025
IRS Tax Tip 2025-71 highlights updates to the adoption tax credit that can significantly reduce federal taxes for adoptive families. The credit has strict rules, documentation requirements, and income limits. Steve Perry, EA helps families claim the credit accurately, avoid IRS notices, and protect their refunds.
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Steve Perry EA: Last-Minute Tax Strategies for 2025 Businesses
Steve Perry, EA delivers essential last-minute tax strategies for businesses as 2025 closes. Learn how to lock in valuable deductions, avoid IRS pitfalls, and prepare your entity for major tax law changes. Use these urgent tips to protect profits and optimize your bottom line before the year ends.
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How New Tax Laws Change Tax Resolution Strategies
New 2025 tax laws have changed how tax resolution strategies work. Learn how these updates impact offers, penalties, and deductions and why expert guidance from Steve Perry can make the difference between relief and regret. Act now to protect your income and negotiate a stronger tax outcome.
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