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Free Download:
The Accountant's 12-Month Tax Planning Calendar
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Your year-round roadmap for proactive tax advisory, with key deadlines, conversation windows, and strategy triggers that turn seasonal compliance work into consistent advisory revenue.
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Download today to Get The Accountant's 12-Month Tax Planning Calendar
Inside, You’ll Discover:
✓ Quick Reference Deadline Chart: Every critical tax deadline at a glance, from March 15 S-Corp elections to December 31 contribution cutoffs
✓ Q1 Strategies (January - April 15): Which strategies still work for the prior tax year and how to surface advisory opportunities while preparing returns
✓ Q2 Strategies (April 16 - June 30): How to use the "quiet season" for mid-year check-ins that lock in planning engagements
✓ Q3 Strategies (July - September 30): Tax projection conversations, QBI optimization, and getting ahead of the year-end crunch
✓ Q4 Strategies (October - December 31): Year-end deadlines including alternative investments, charitable strategies, and retirement contributions
✓ Strategy Triggers: Life events and business changes that should prompt immediate advisory outreach, regardless of the calendar