Tag: pre filing tax review

Tax Season Has Started What Still Matters Before You File

Jan 13, 2026

—

by

Steve Perry

in tax-planning

January is a decision month. This article explains what still matters before filing, including book support, income categorization, mileage substantiation, payroll alignment, and knowing a balance due early. The goal is to file with clarity and reduce surprises, notices, and preventable exposure.
Why Filing Season Is Too Late for Tax Planning

Jan 1, 2026

—

by

Steve Perry

in 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.