Mike,
In early October, you probably got an email. Maybe a two-minute call.
"Your return is done. Here's what you owe. We file on the 15th."
Then nothing. No options, no "here's what we could do differently." A number, a date, and a check to write.
If that check was bigger than you expected, I don't think the number is what bothered you most.
What bothered you was the timing. Nobody looked at your year until it was over. By the time anyone ran the numbers, most of the decisions that could have changed them had already been made.
The check you'll write next year is being decided right now. The decisions you make between now and December 31 will show up on the return you sign next year, whether anyone plans them or not.
If you're a business owner or investor and you paid more than $50,000 in federal and state tax combined for 2025, start with the 7-question Tax Strategy Assessment. In about 2 minutes, it shows you the planning gap that may be limiting your options right now.
→ Discover your #1 tax-planning gap that may be costing you thousands and see if you qualify for a free review.
If you qualify, you'll be invited to apply for a free, 60-minute Tax Strategy Review. It's a service provided by our team at TFW Advisors, where we identify your top opportunities to save. First comes a 15-minute prep call, where we collect your documents and match you with one of our senior advisors.
Why $50,000? If we work together, we want your savings to be a multiple of what the work costs you.
Tomorrow: the difference between preparing a return and planning one.
Live Tax Free,
Tom Wheelwright®, CPA
Founder & CEO
PLA Software & WealthAbility®
P.S. Review slots are limited. If you want a review before year-end, take the assessment by Friday, November 20. After that, we can't promise one before December 31.
The Tax Strategy Review is free. It identifies opportunities and isn't tax, legal or accounting advice; advice comes only under a services agreement with a TFW Advisors franchise firm. Results depend on your situation and aren't guaranteed.
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