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2016 Year End Tax Checklist

Posted by Traci A. Malik Posted on Nov 28 2016

As we are getting close to the end of the year, we have time to consider some year end planning tips.

  • - Be sure the addresses for employees are correct.
  • - Order or purchase W-2s and 1099 forms to submit to IRS and Social Security Administration.
  • - Pay real estate taxes by December 31st if you usually itemize on your taxes.
  • - Purchase any needed equipment by December 31st if you have net income and would like to reduce taxes.
  • - Set aside money for retirement funding if you are able to contribute to a traditional IRA, SEP IRA, Solo 401(k), etc. 
  • - Make donations to charity if you usually itemize.
  • - Max out your Health Savings Account.

If you have questions about your 2016 taxes, call Jones and Company CPAs PA at 727-845-4166 or visit online at