Want to lower your tax this year? We'll show you how.

How to lower my tax? See what is still open.

Answer four questions. Then we call about what can change.

Next year's bill can be smaller.

Question 1 of 4

Whose tax are you trying to lower?

Question 2 of 4

About how much federal tax did you pay last year?

A rough figure is enough.

Question 3 of 4

When did someone last plan your tax before you filed?

Question 4 of 4

Which deadline are you working toward?

Your list of what is still open is ready. Where can we reach you?

    You will be talking to the Steven Palmieri practice.

    By submitting you agree that Steven Palmieri, Dallas, Texas may contact you about this request.

    Next you pick a time for a video call with Steven Palmieri, a Tax CFO and the Entrepreneur's CFO. We write down what can still change this year's bill. Nothing is signed. The call costs nothing.

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    How we put your list together

    1. You answer four questions about your yearWe ask whose tax it is, what last year's bill was, whether anyone planned, and which deadline you're up against.
    2. We look at last year's return on a video callWe use the return to see what already happened. We use the months left in the year to see what can still change.
    3. You leave with the moves written downYou leave knowing what is unused and what you can still finish this year.

    Why we start with your return

    Most of what can lower a bill is settled while the year is still open: how the business is set up, how you pay yourself, and what you put into retirement. Your return shows which of those choices are yours, so that's where we start.

    If nothing on your return is worth changing, we say so. If you want help after the call, the same practice keeps your books, sets up payroll with the provider you pick, and prepares the return.

    Steven Palmieri is a Tax CFO and the Entrepreneur's CFO. The practice is not a CPA firm and does not sign audit or assurance reports.

    Start again with this year's questions

    Questions people ask first

    What do I actually get?

    You get a written list of what can still change this year's bill, and what has already closed. If you want us to do the work with you, you see the price before any of it starts.

    Do I send documents first?

    No. Bring last year's return to the call if you can. We only need your name, your mobile, and an email to set the time.

    Will you promise a smaller bill?

    Nobody can know that before reading your return, and we'd be wary of anyone who promises it. The call tells you which choices are real for your year and which are already too late.

    Who makes the list with me?

    Steven Palmieri, a Tax CFO and the Entrepreneur's CFO, goes through the list with you. The call is on video. You can meet in person, or with your banker.

    Can I still put retirement money in this year?

    Sometimes, yes. A 401(k) amount taken from your paycheck usually has to be set by December 31. An IRA deposit for this year can often wait until the April filing deadline. A SEP IRA for a sole owner can often wait until the return is filed, including an extension. We read your plan and tell you which date applies to you.

    Is an estimated tax payment still due?

    If you pay estimates, the next payment for 2026 is due January 15, 2027. The amount often starts from the total tax on last year's return. We read that return with you and tell you what to pay.

    I have an LLC and a W-2 job. Where do we start?

    We start by asking how the LLC is taxed. A one-owner LLC usually goes on your personal return, unless you elected to tax it as a corporation. Your wages and the LLC profit are separate lines. The next step depends on which return the LLC uses.

    See what is still open