10/16/2026
Q: My CPA handles my taxes. Why meet before year-end?
A: To make decisions while there’s still time to act. Preparing your return and planning ahead are different services.
Ask for a projection before committing cash. Bring projected taxable income, taxes paid, last year’s total tax, and retirement contributions, or the records to calculate them. My article explains what to ask.
https://www.silvaslaw.com/don-t-wait-until-tax-season-here-s-what-to-ask-your-cpa-now