Year-End Tax Planning Services in Dallas

As we enter the last quarter of 2022, year-end tax planning services in Dallas are a top priority. There are steps you need to take for year-end tax planning before December 31st in order to take advantage of any tax breaks for which you may qualify. The amount of taxes you or your business will need to pay in April directly corresponds to the financial decisions you make now. If you wait too long to get started on your 2022 taxes, it will be too late to make any changes.


If you are searching for year-end tax planning services in Dallas, we are now accepting meetings, but these appointments fill up fast and we generally close this window by December 1. In this meeting we will cover:

  • Deferring income
  • Deferring tax liabilities
  • “Married filing separately” vs “Married filing jointly”
  • Deciding when to take capital gains or losses.
  • Avoiding the “kiddie tax”
  • Alternative Minimum Tax
  • Converting IRAs
  • Dependents
  • Charitable donations
  • End of year large purchases
  • Retirement plans
  • Flexible Spending Account
  • Dividing income

MeredithCPAs will help you review a year-end tax planning checklist that includes these examples, plus many more that could help you retain more of your own money. Our Certified Public Accountants that specialize in end of year tax planning are highly skilled and experienced in finding the right strategies to help you minimize taxes.  Contact us today to learn how MeredithCPAs can elevate your end of year tax planning results.