As we enter the final two months of the year, I want to take a moment to reintroduce myself and remind you that tax season preparation starts BEFORE tax filing season.

I’m Karitsa Kerns, CPA, EA, and Tax Strategist, and I help private practice owners heal costly tax problems, reduce taxes legally, and prevent future tax issues with proactive tax strategies and expert tax resolution.

Here’s something I want every business owner to understand:

November is not the time to put taxes on the back burner. It’s the time to get ahead of them.

Before December 31st, you should be doing the following:

• Reviewing your financial statements – Do you know how much your business has actually earned this year?
• Evaluating your tax liability – Do you know approximately how much you’ll owe, or are you waiting until April to find out?
• Reviewing your estimated tax payments – Have you paid enough throughout the year?
• Identifying tax-saving opportunities – Are there legitimate strategies you can implement before year-end?
• Addressing outstanding tax problems – Unfiled returns, IRS notices, and unpaid taxes don’t disappear because a new year begins.
• Planning for 2027 – Your tax strategy should support your business goals, not just focus on filing returns.

Here’s the difference between tax preparation and tax planning:

Tax preparation is reporting what actually happened the previous year.

Tax planning helps you make better decisions BEFORE the year ends.

Tax planning gives you better control of the outcome and helps you avoid the shock of a large tax bill in April.

And if you’re already dealing with tax problems, that’s where expert tax resolution comes in.

My goal isn’t simply to help you file a tax return. It’s to help you build a financially healthier business while legally minimizing taxes and preventing costly problems.

Don’t wait until tax season to discover what you could have done in November!

Warm regards,

Karitsa Kerns, CPA, EA

I help private practice owners heal costly tax problems, reduce taxes legally, and prevent future tax issues with proactive tax strategies and expert tax resolution.