Estrada & Associates

📅 Day 9 — Financial Planner
Year-End Reminder: Review and refresh your financial goals.
Adjust savings targets, check investment allocations, and make sure your long-term plan is aligned for 2026. Consider charitable giving, retirement contributions, or strategic purchases before December 31.

📅 Day 3 — CPA
Year-End Reminder: Start gathering your tax documents now — income statements, receipts, mileage logs, and reports.
Early organization = smoother tax season.

📅 Day 2 — Admin

Year-End Reminder: Review recurring subscriptions and services. Cancel anything you no longer use and confirm renewals that still support your business goals. Create a dedicated folder (digital or physical) for 2025 tax documents now. A little organization today can save hours during tax season.