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


End-of-year tasks have a way of piling up. From tax prep to reviewing your finances, it’s easy to feel buried under a mountain of “should-dos” with no clear plan to tackle them.


This checklist is here to change that.

It’s designed to help you sort through the noise, prioritize what actually matters, and make sure you head into the new year feeling prepared—not panicked.”

Think of it as your guide to ticking off those important tax tasks (without spending hours digging through spreadsheets), maximizing your savings, and clearing up your financial picture before the clock strikes midnight on December 31st.

Because the truth is, the end of the year doesn’t have to be stressful—if you’ve got the right plan.

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!

P.S. I couldn’t have created this guide without the help of my friends over at Carry.com. If you’re new to Carry, here’s the deal: they’re helping entrepreneurs grow their net worth by saving big on taxes. Think Solo 401ks, tax-advantaged accounts, and smart strategies that put more money back in your pocket. They’ve also got an incredible lineup of resources, courses, and even free workshops to help you stay ahead.

Quick disclaimer though: this guide is purely educational. It’s not tax, legal, or financial advice (because every situation is different, and the tax code loves to change). Always check with a pro in your area before making any big moves.