Which tax-saving moves are you missing?

Has your business entity been reviewed for tax efficiency in the last two years?

If you're an S corp, is your salary set using a documented reasonable-compensation analysis?

Do you contribute to a retirement plan beyond a basic IRA (Solo 401(k), SEP or cash balance)?

If you're an S corp or C corp, does the business reimburse you under an accountable plan for home office, vehicle and phone costs?

If you're a New York partnership or S corp, have you elected the Pass-Through Entity Tax (PTET)?

Did you review your tax position with a CPA before December 31 last year?

Are your quarterly estimated payments based on this year's actual profit?

Are major equipment or vehicle purchases timed with a depreciation plan?

If family members work in the business, are they paid for real work through payroll?

Are your books reconciled every month?