Tax Planning Checklist for Business Owners (2026)
What to review before year-end to avoid overpaying taxes
Most business owners overpay taxes because planning happens too late. This checklist shows what to review before year-end—when you still have options.
Designed for business owners generating $100,000+ annually who want to reduce taxes through proactive planning—not after-the-fact filing.
Most of these decisions must be made before year-end to be effective.
No spam. Just practical tax insights for business owners.
What This Checklist Helps You Identify
- Missed tax-saving opportunities before deadlines
- S-Corp salary and distribution issues
- Deduction strategies that may not be optimized
- Whether tax planning would actually benefit your situation
Prepared by Steve Madsen, CPA
Founder of Madsen and Company
Advising business owners on tax strategy since 1993
Madsen and Company provides proactive tax planning and advisory services for business owners and real estate investors nationwide.
If you find gaps while going through this checklist, that’s exactly where proactive tax planning creates value.
Most of these strategies must be implemented before year-end to be effective. Once the year is over, many opportunities are no longer available.
See What You Could Be Doing Before Year-End
This consultation is designed for business owners who want clarity before making tax decisions—while there is still time to act.
During this consultation, we will:
Most of these decisions must be made before year-end to be effective.