Table of contents

Wrapping Up Your Year Doesn’t Have to Be Overwhelming.

End-of-year tasks can pile up, but with the right plan, you can stay organized and stress-free. This checklist is designed to help you prioritize key tax tasks, maximize savings, and feel confident heading into the new year.


What’s Inside:


Here’s some of the things we’ll dig into:

  • The Backdoor Roth Hack: The secret to getting money into a Roth IRA—even if your income is “too high” to qualify.
  • Solo 401(k): Why this account is a solopreneur’s best friend when it comes to tax savings.
  • Charitable Giving, Done Right: How to give back and save big on taxes before December 31.
  • Investment Loss Harvesting: Turn your losing investments into a win on your tax return.
  • Payroll Perks for Your Kids: The underrated strategy that benefits your family and slashes your taxes.
  • Bonus: Printable checklist to help bring everything together

Plus tips on how to:

  • Prepay business expenses (a clever way to reduce this year’s tax bill)
  • Nail the S-Corp election deadline to avoid overpaying self-employment taxes
  • Optimize your salary to qualify for QBID
  • And more!