The view looking forward

If you just filed your 2025 return, what does that mean for 2026? 

Your tax return will always look backward. It tells you what happened last year, but it doesn’t tell you what you’re earning now or what your CPA might recommend before December 31. 

By September, there are only a few months left to make decisions that affect the current year. Depending on your business, your CPA may want to update your estimated payments, adjust payroll, or discuss the timing of a large purchase you're planning to make. Those conversations are more useful when you understand the year while you’restill in it. 

If your bookkeeping is current, you already have an accurate P&L and balance sheet to work from. You know what you've earned and spent so far, and your CPA has the information they need to look at the year before it's over. 

If it isn't, there’s still time to catch up and make your 2026 numbers useful before the year is over. 

Want your 2026 numbers ready while there’s still time to use them? Let’s talk.