Year-End Tax Planning 2025:
Avoid Surprises and Maximize Strategy
Take control of your tax outcome before year-end with proactive, strategic planning.
Why Year-End Planning Matters
Once the year closes, options to rebalance or reduce your tax liability are limited. Acting now allows us to help you avoid IRS underpayment penalties, forecast April cash flow, and plan deductible contributions before deadlines.
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Getting started early gives you the best opportunity to reduce taxes, prevent surprises, and make confident financial decisions heading into 2026.
Our Streamlined Process
Complete Your Questionnaire
You’ll receive a short Soraban Year-End Planning Questionnaire. Upload any relevant documents so we can model your 2025 tax outlook accurately.
Deadline: November 15
We Review & Model
Our team reviews your information, calculates potential underpayment exposure (Form 2210), forecasts April cash flow, and identifies contribution or strategy opportunities.
Discuss Recommendations
If you’d like to review results live, schedule a consultation call. We’ll confirm key actions before year-end.
Complete by December 15
Our team will not be available for consultations in the final two weeks of December.
Engagement Details & Deadlines
This is a separate, for-fee engagement tailored to the complexity of your return and planning needs. The deliverable includes a detailed review, planning recommendations, and calculations for April and quarterly tax payments.
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Please note: We will not be performing extension or estimated tax payment calculations during tax season for clients who have not completed a Year-End Tax Planning engagement.
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This process ensures that strategic work happens while it can make the most impact—and that April deadlines are met with clarity and confidence.