10/07/2026
If you had a significant taxable event in 2026, don't wait until tax season to find out what it will cost you.
We're in the fourth quarter now.
Maybe you realized a large gain from stocks, options, or crypto.
Maybe your business has had an unusually strong year.
Maybe you sold a business or property, received a large bonus, or experienced another significant financial event.
The question to answer now is:
What will my 2026 tax liability look like if I do nothing between now and December 31?
That's where effective tax planning starts.
First, establish your current tax position.
Then determine:
• What is my projected 2026 federal tax liability?
• Have I paid enough through withholding and estimated payments?
• What planning opportunities are still available before year-end?
• What would each strategy actually save in taxes?
• What does each strategy cost economically?
• What actions need to happen before December 31?
The objective isn't to find a deduction simply for the sake of creating one.
The objective is to make good financial decisions while there is still time to act.
At Accountant Analytics, I call this approach Actionable Tax Intelligence:
Assess → Project → Evaluate → Act
For Q4, I'm offering a focused 2026 Q4 Tax Assessment & Action Plan for investors, business owners, and high-income taxpayers who have experienced significant taxable events during 2026.
We'll establish where your tax position is headed, evaluate the strategies that apply to your situation, quantify their potential impact, and develop a prioritized year-end action plan.
Discovering the tax consequences when preparing your return is very different from understanding them while you still have time to act.
If you've had a significant taxable event this year, message me “Q4,” and I'll send you information about the assessment.