Year-End Tax Planning Checklist 2026: 25 Tax Moves to Make Before December 31
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Planning ahead can help you make informed tax decisions before the end of the year. The 2026 year-end tax planning checklist from San Diego CPA highlights 25 tax moves to consider before December 31, covering important areas such as tax deductions, credits, retirement planning, investments, and financial decisions that may affect your tax return.
Read this guide to identify tax-planning opportunities, review important year-end deadlines, and prepare for the upcoming tax-filing season. Whether you are an individual taxpayer, a family, or a business owner, taking time to review your finances before year-end can help you make better-informed decisions and understand which tax strategies may apply to your situation.
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