YEAR-END TAX CHECK
Stop Guessing. Know Your
2026 Tax Number.
Designed for high-earning business owners, consultants, and investors who want absolute clarity on their year-end tax liability before the filing deadline.
$497 • Paid Upfront • Direct Advisor Review
CORE DELIVERABLES
In one Year-End Tax Check,
you walk away with:
Four definitive, CPA-reviewed advisory assets delivered directly to you—giving you total clarity and strategic control before December 31.
Your 2026 Tax Number
A clear, calculated estimate of your exact 2026 federal tax position based on year-to-date income, so you enter the spring filing season with zero surprises.
A Cash + Payment Plan
Know immediately whether your current withholding requires fine-tuning, or if quarterly estimated payments must be scheduled to avoid penalty traps.
Your Biggest Risks + Opportunities
A prioritized executive breakdown of time-sensitive deductions, phase-out cliffs, and tax code elections closing at midnight on December 31.
A Clear Next-Move Roadmap
A structured, step-by-step action plan tailored for you and your tax preparer, detailing exact dollar amounts, deadlines, and execution steps to finalize now.
WHO WE WORK WITH
Built for People Who Make Good Money
- But Have Too Many Moving Parts.
When your income stops fitting into a single W-2 form, standard tax software falls apart. Multiple entities, passive investments, and variable compensation require coordinated year-end planning - not April post-mortems.
We provide the strategic layer that unifies your disparate income streams into a single, proactive year-end playbook.
Business Owners
S-Corps, partnerships, and multi-entity founders looking to optimize owner compensation, distribution timing, and entity-level deductions.
1099 & Self-Employed Professionals
Consultants, advisors, and independent operators seeking to eliminate surprise quarterly shortfalls and lock in retirement contribution limits.
High-Income W-2 Households
Earners navigating equity compensation (RSUs/options), executive bonuses, dual-career tax brackets, and multi-state withholding.
Real Estate Investors
Active and passive property owners managing syndicated K-1s, cost segregation timing, 1031 exchanges, and portfolio-wide cash flows.
The Harvest Process
Four clear, frictionless steps designed to move you from uncertainty to definitive year-end tax intelligence in days.
01 Purchase
Lock in your 2026 Year-End Tax Check through our secure, encrypted checkout in under 60 seconds.
02 Complete Intake
Submit your prior return and quick financial context via our guided 10-minute digital questionnaire.
03 Harvest Reviews
Our senior tax specialists analyze your figures, pinpointing strategic deductions and planning opportunities.
04 One-Page Result
Receive your executive-ready, 1-page action summary delivering clear directives before the year-end deadline.
DECISIVE CLARITY • 2026 TAX YEAR
Know Where You Stand
Before Year-End.
$497 • Paid Upfront
Here's everything inside your Year-End Tax Check.
YOUR 2026 TAX NUMBER ($497 value): Your total 2026 federal tax picture — income tax and self-employment tax shown separately. No more guessing, no more April surprises.
YOUR QUARTERLY SET-ASIDE SCHEDULE: Exact amounts and IRS due dates for the rest of 2026 and into 2027, with safe-harbor guidance. Know what to set aside every quarter.
45-MINUTE REVIEW CALL: Your planner walks through your one-pager with you — your number, your options, and an honest recommendation.
YOUR NUMBER IN 5 BUSINESS DAYS: From completed intake to one-pager in five business days.
Plus these bonuses, free today:
BONUS 1 — The Quarterly Command Calendar ($197 value): Every estimated due date with your exact amount, plus reminders. Never miss a quarterly again.
BONUS 2 — The Don't-Do List ($147 value): Everything we recommend you NOT do — and why. The most honest page in tax.
BONUS 3 — The 2026 1099 Law Brief ($97 value): The rule changes that actually touch independent professionals. One page, plain English.
BONUS 4 — Your S-Corp Readiness Score ($197 value): Is the S-corp election close to paying off for you? When? With the math.
Total value $1,135 — yours today for $497.
Our clarity guarantee: If your one-pager doesn't show you exactly what to set aside and what you can keep — in plain English — you don't pay. Full refund, no forms, no hard feelings.
Every week closer to December 31, fewer moves stay on the table. Elections, retirement contributions, estimated payments — they don't reopen in January.
Please note: This is a focused federal tax check and projection, not a full tax return filing.
Editorial-grade financial advisory and strategic year-end tax evaluations for private clients and investors.
© 2026 Harvest Tax. All rights reserved.