After that, you can only report it. Book a 45-minute Year-End Tax Review with a CPA and leave with a written plan for every move you can still make this year.
Most of the owners we see learn what they overpaid in April, when the year is already closed. The review moves that conversation to December, while you can still act.
Not a fit if your business has not turned a profit yet, or you only need a return filed.
Pick a time and pay $297. Sessions run through December 19.
Upload your 2025 return and a 2026 profit estimate through our secure portal.
We go through your numbers together and test each move against your situation.
Within 48 hours: the moves, the estimated savings, and who does what by when.
Whether an S-corp pays for itself at your profit, and what to set up before the March 15 election deadline for 2027.
For S-corp owners: a salary the IRS accepts that does not overpay payroll tax.
Which plan fits, how much you can put in for 2026, and the deadlines that apply.
Equipment, software and other expenses that count for 2026 only if they happen by December 31.
Home office, phone and mileage moved out of your pocket and into the business, properly documented.
The gaps in your bookkeeping that would cost you deductions, found while receipts still exist.
Founder of Yeto Accounting & Tax PLLC. You meet with me, not a junior associate, and I write your plan myself.
Credited in full toward your 2026 tax return or an annual package with us.
Last sessions: December 19, 2026. We take a limited number each week.
No. The review is planning: what to do before December 31 and how to set up 2027. If you then file your 2026 return with us, the $297 comes off that fee.
Many CPAs only see your numbers at filing time, when nothing can change. If your current CPA already does year-end planning with you, you may not need us. If not, the plan is yours to use with anyone.
Your 2025 tax return and a rough 2026 profit figure. A year-to-date profit and loss statement helps if you have one.
If the review identifies less than $1,000 in potential savings, we refund your fee in full.
Yes. We work remotely with business owners across the US.