Year-End Tax Planning Checklist for Clients (2026) | HelloBooks A 2026 year-end planning checklist for client meetings: retirement and HSA limits, SALT, Schedule 1-A phase-outs, charity, equipment and 1099 prep.
The questions to work through with each client before December 31. The limits shown are the 2026 figures published by the IRS.
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Book planning meetings in October and November, not the last week of December. Bring the client’s year-to-date numbers, so the conversation is about decisions rather than gathering data.
Clients with current books in HelloBooks can share year-to-date reports before the meeting, which makes the business section a review rather than a fact-find.
Send a short note after the meeting listing what the client agreed to do and by when. It protects the firm and gets more of the plan done.
A working checklist for tax professionals, not advice on a specific return.
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