Bookkeeping & Accounting
Quarterly Newsletter
Q4October – December 2026 · Let's plan ahead, not catch up.
Q3 books are closed
Year-end is near
Time to plan
We're into the last quarter of 2026. This is the best time of year to make decisions that lower your tax bill, while there's still time to act.
Year-End Tax Planning
let me loop in your accountant
Your books are reconciled through September 30. That means your accountant has nine months of real numbers to plan with, not guesses.
I'm happy to reach out to your accountant directly, send your year-to-date reports and answer their questions. That gives you time to make smart moves before December 31, like:
Timing equipment or large purchases
Adjusting your Q4 estimated payment
Making retirement contributions
Prepaying expenses or holding off on income
Ready to get started? Send me your accountant's name and email through the portal, and let me know if you'd like to be copied.
Connect me with your accountantYour accountant gives the tax advice. I make sure they have clean, accurate numbers to work with.
Q4 Highlights
Now
Year-end tax planning. Get your Jan–Sept numbers to your accountant.
Dec 31
Last day for most year-end tax moves. Ask your accountant about retirement deadlines.
W-9s now
Collect them from any contractor you paid this year.
Receipts
Upload any missing Q4 receipts to the portal before year-end.
Jan 15, 2027
Q4 estimated tax payment due.
Feb 1, 2027
1099-NEC deadline. This is why W-9s matter.
Early Feb
Digital Tax Package target date, with timely portal replies.
Ongoing
Keep mileage logs current through Dec 31.
Use the client portal. All questions, uploads and requests go through the portal. The app makes it even easier.
Services Snapshot
Monthly Bookkeeping
Receipt Management
CPA Coordination
1099 / W-9 Prep
Digital Tax Package
Advisory Services
Here's to a strong finish!
Anna Lockett, Owner & Bookkeeper
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