AM CPA · Year-End Tax Planning 2026

Year-End Move Finder

Answer eight quick questions. Your personal list of 2026 tax moves builds as you go, sorted into what must happen by December 31 and what can wait until you file.

—days until December 31

Your checklist

Must happen by December 31

Can wait until you file

Want a CPA to review it?

Send your checklist to AM CPA. Your email app opens with the checklist filled in; nothing is sent until you press Send there.

Send to AM CPA

Email: morani@amassociates.cpa · www.amassociates.cpa

Save or print your checklist

Enter your name and email to get a clean, branded copy by email and to print or save it as a PDF, plus occasional year-end tax tips. No spam, unsubscribe anytime.

Want the full plan, not just a checklist?

Our personalized Year-End Tax Plan runs your answers through our full strategy library and ranks every move by impact, including advanced strategies this free checklist does not cover. $99, with a CPA review available.

For education only, not tax advice. Figures reflect 2026 limits under current law; confirm with your tax advisor. Provided by AM CPA (www.amassociates.cpa). No AI tool is endorsed. Your answers stay in this browser unless you choose to email them. Never email Social Security or account numbers.