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We share the exact year-end checklist we use with clients to cut tax surprises, choose smart purchases, and get January filings done without the scramble. Clean books, a clear tax projection, and a few organized documents can change your entire spring.

• finishing bookkeeping and reconciling accounts
• running a tax projection to estimate what you owe
• timing major purchases before 31 December
• preparing contractor W9s and 1099 data
• listing assets over $2,500 and financing details
• tracking business mileage on personal vehicles
• gathering loan documents and interest totals
• filing early to get more CPA attention

We created a monthly accounting program where you hop on a one-hour call with us every month to tackle bookkeeping, tax planning, business decisions, basically anything you need. We have all the fine details in episodes 101 and 102 of this podcast if you want to check it out, or just email us at Carson@sandsco.net

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We share the CPA betrayal list: the habits that raise your bill, drag your return past deadlines, and create tax shocks. Practical fixes help you file on time, clean up your books, and save cash for taxes without the last-minute panic.

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Create a STAN Store - Click here to try it out!

Here's where you can find us!

Shop our business guides!

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We unpack how gambling wins turn into taxable income even when you net a loss, why Oklahoma’s rules are especially harsh, and how marketplace health credits can trigger surprise paybacks. We close with a Texas update on tax-related credits for nonpublic education.

Email us at Carson@sandsco.net

Support the show

Create a STAN Store - Click here to try it out!

Here's where you can find us!

Shop our business guides!

Our Instagram Page

Our family page