Q4 Is Where Your 2026 Tax Bill Gets Decided
September 15 isn't the end of tax planning. It's the checkpoint before Q4 begins.
Whether you're clearing $200K or well into seven figures, the owners who save the most don't scramble in December — they use August and September to set Q4 up right. One hour on the 19th and you'll leave with a clear view of what to prioritize between now and year-end.
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Getting your Q3 estimate right
The IRS charges 7% interest, compounded daily, on Q3 underpayments — on top of the tax owed. We'll walk through the safe-harbor rules that keep you penalty-free, how to think about what you owe before September 15, and the December payroll move that can fix a full year of underpayment in a single run.
Books that hold up to a clean return
In our first month with a new client, we routinely find thousands in deductions their prior bookkeeper missed. We'll cover the three reports that need to be accurate heading into year-end, and the difference between a bookkeeper who reconciles the numbers and one who just enters data and stops there.
The entity decision that scales with every dollar of profit
The S-Corp math kicks in around $60–80K in net profit and scales from there — owners in the higher brackets save tens of thousands a year, often hundreds of thousands over a decade. Plus the reasonable-comp trap that kills QBI for high earners above $403,500 married or $201,750 single.
The year-end moves most owners miss
The retirement plans that have to be established by December 31 to count for this year — not funded, just set up. 100% bonus depreciation — permanently restored under OBBBA — on qualifying equipment and vehicles placed in service by year-end. Why S-Corp status alone drops your audit rate 4–5x compared to a Schedule C. The moves that separate a strategic tax bill from a reactive one.
Q4 is where this year's tax bill gets locked in. One hour on the 19th and you'll know exactly what to do before it does.
Save your seat today.
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