The decisions that move your tax bill happen before December 31st.
Walk this checklist in October and again in late November to make
sure nothing slips. Your progress saves automatically.
Your progress0 of 0 complete
General planning guide — not personalized advice.
Specific situations need a tax professional. Items marked with an
asterisk (*) often have hard deadlines that can't be extended; if
you find yourself reading this in late December, prioritize those.
Schedule a consultation
if you want to walk through your specific situation.