Tax Audit Notice

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Year-end taxes are one of the biggest cash drains if you don’t prepare early or you aren’t proactive during the year. Work with your CPA now to estimate liabilities, set aside cash, and confirm all deadlines with them and make sure these are on your calendar. Are there deductions or credits you can still take before December 31? Act now vs waiting until January as that limits your options.

Setting aside tax cash today ensures you don’t start 2026 behind the curve. Being proactive with taxes not only protects cash but also reduces stress.

As I mentioned yesterday, this isn’t my lane so I steer away from this type of accounting work, but I can point you to amazing resources if needed.

Tomorrow, we’ll wrap up this series with how to carry this discipline into the new year.

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Peak Bank was designed for those who want to bank boldly, providing a 100 percent digital platform that combines convenience and powerful money management tools. Our high-yield savings accounts offer rates as high as 4.35% APY* while remaining accessible and flexible, ensuring you stay in control at all times. Apply online to start your ascent.

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NEW FOR 2025!

I have a high focus helping other vets out there and want you all to succeed, so I created this Skool group below called the Profit Platoon. Would love to have you there!

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