A Class Tax Solutions

YEAR-END TAX CHECK · THROUGH DECEMBER 31

December 31 is the deadline for most tax-saving moves.

Find out what you can still change before the year ends. Beat the IRS. LEGALLY!

$147credited toward your 2026 tax return

After December 31, it's too late for most of them.

Once the year ends, your return mostly reports what already happened. Before it ends, you can still make moves that lower what you owe. A Year-End Tax Check shows you which moves fit your situation while there's still time to act.

What we'll look at together

Your income so far this year and what you're likely to owe
Retirement contributions you can still make
Business purchases and expenses worth timing before December 31
Owner pay for S corporation owners
Estimated tax payments, so there are no surprises in April
Bookkeeping gaps that could cost you deductions
Your homeownership check, if you're planning to buy

You leave with a short, written list of what to do before the year ends.

$147, and it comes back to you.

When A Class Tax Solutions prepares your 2026 tax return, the full $147 is credited toward your tax preparation fee.

Book a Year-End Tax Check if you:

Own a business or earn self-employed or 1099 income
Had a big change this year: a new job, a raise, a new business, a home sale
Owed the IRS last year and don't want to again
Are planning to buy a home in the next two years

How it works

1

Book and pay online

Pick a time that works for you, in person or virtual.

2

Upload your numbers

Last year's return and this year's numbers, through the secure link you receive after booking.

3

Meet with Chantelle

And leave with your year-end action list.

Questions

What tax moves can I still make before December 31?

It depends on your situation, but common year-end moves include making retirement contributions, timing business purchases and expenses, reviewing owner pay for S corporations, catching up on estimated tax payments and cleaning up your books. A Year-End Tax Check shows which ones fit you.

Do I have to be a current client?

No. New and returning clients are welcome.

Can we meet virtually?

Yes. We serve clients across the country.

What should I bring?

Last year's tax return and your income and expense numbers for this year so far. If you have a business, bring your year-to-date profit and loss statement if you have one.

How long does it take?

[SESSION LENGTH]

The clock is running on this year's savings.

Book Your Year-End Tax Check: $147
A Class Tax Solutions · Chantelle Davis, EA · 1804 N Dixie Hwy, Suite C, West Palm Beach, FL 33407 · 561-944-7411 · © 2026