Year-End Tax Checkup: Know Before You File
Most people learn what they owe in April, when it’s too late to do anything about it. A year-end checkup shows you the answer now, with time left to adjust your withholding, avoid penalties, and use the tax breaks you qualify for.
You get a clear picture of your 2026 tax result and a short list of what to do before December 31.
What’s included?
What I review:
-Your filed 2025 tax return
-Your most recent pay stub(s)
What You Get:
-A projection of your 2026 return, so you know whether to expect a refund or a balance due
-Withholding recommendations if your paycheck needs adjusting
-Guidance on avoiding underpayment penalties
-A check that you’re taking advantage of the tax benefits available to you
-A clear action plan to complete before year-end
What I review:
-Your filed 2025 tax return
-Your most recent pay stub(s)
Who This is For:
-This checkup is designed for W-2 employees with straightforward tax situations.
-You owed money (or got a surprisingly large refund) on your 2025 return
-You changed jobs, got a raise, or had a major life change this year
-You’re not sure your withholding is right
-You want no surprises when you file
-If you own a business, have rental property, or have a more complex return, contact me for a custom quote.
Why Now?
Changes to your paycheck withholding can still make a difference this year, but the window closes at the end of December. The earlier you book, the more room you have to act on what we find.
Who you’ll work with
I’m Scott Vance, an Enrolled Agent and CFP® professional and a retired Army veteran. I work with individuals and business owners in Holly Springs, Apex, and beyond, in person and virtually.
