Before the year ends… Let’s talk tax planning.

As we head into the final months of the year, now is a great time to look at changes in your income, investments, property, business or retirement strategy that could affect your tax picture.

White coffee mug reading Plan Now for What's Next on a desk with a plant, laptop and pink notebook

Tax Preparation

looks back at what already happened.

Tax Planning

looks ahead, while there may still be time to do something about it.

Has 2026 brought any big changes?

You may want to schedule a tax planning conversation if any of the following apply to you:

You sold property

Did you sell an investment property or your primary residence with a significant gain? The tax implications may be worth reviewing before year-end.

You’re considering a 1031 exchange

Timing matters. If a real estate transaction or exchange is on your horizon, tax planning should be part of the conversation early.

Your investments had a big year

Significant portfolio gains or losses can create tax planning opportunities. Reviewing your overall picture before year-end may help identify strategies worth considering.

You’re thinking about a Roth conversion

A Roth conversion can make sense in certain circumstances, but the tax consequences need to be evaluated as part of your complete financial picture.

Your business has changed or grown

Are you still operating under the right tax classification? The structure that made sense when you started your business may not be the best fit today.

You’re a Schedule C business

If your business has grown, it may be time to discuss whether an S Corporation or another entity structure could make sense for you.

You own a corporation

Are your payroll and compensation structured appropriately? This is an important area to review as part of year-end planning.

You’re self-employed or own a business

There may be retirement plan opportunities available that can help you prepare for the future while also providing potential tax advantages.

The key word is

Planning.

Once the year is over, many opportunities to make meaningful changes are over with it.

Tax planning gives us the opportunity to look at your individual situation before December 31 and identify strategies that may be appropriate for you.

Not every strategy is right for every taxpayer. That’s exactly why a conversation matters.

Don’t wait until tax season
to start thinking about taxes.

If any of these situations sound familiar, or if 2026 has simply been an unusual year financially, contact Barton CPA to schedule a year-end tax planning conversation.

or call (760) 969-6499