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Let's Get Started! End of Year Tax Planning with Peridot Consulting

Updated: Dec 13, 2021

2021 is coming to an end which means Peridot Consulting is working hard every day to help you with your year-end projections to make sure you are ready for the 2021 tax filing season. Want to make life easier for next year? Let’s get started.

Overall End of Year Tax Planning

Contact us to get started on year-end tax projections. Let’s set up a quick 15-minute phone call to make sure you are on track.

Here is what may need to get started:

  • YTD Income

  • Latest pay stub

  • Estimated tax payments made

  • Other income items to date

  • Bookkeeping for any owned business(s)

CONTACT US with any questions!

Call us (828) 419-7170


Here’s what you can do to jumpstart that year-end planning for both business and individual:

For Individuals:

  1. Tax Organizer, the 2021 pdf version is coming soon!

  2. Upon request, Peridot Consulting clients can receive an online digital copy of their detailed tax organizer.

For Businesses:

  1. Be sure to update any bookkeeping (i.e. Quickbooks)

  2. Be sure payroll items are ready to go. For example, W-2’s and 1099 are ready to be sent out

  3. Year-end inventory is in order

  4. Accounts receivables up to date

  5. Any reconciliation bookkeeping is in order

  6. Update any depreciation schedules

Also for Businesses by January 31st, 2022:

  1. 1099’s are ready. Here is a direct link to IRS form 1099.

  2. W-2's are sent out by 1/31/2022.

  3. County business listing forms are complete.

Any further information or questions regarding PPP loans, stimulus packages, SBA, etc… Please contact John Michael Kledis, EA, CFE, CVA directly.


Please make an appointment with John Michael Kledis.

(828) 419-7170

Disclaimer: This is a brief synopsis and individual situations may vary. The above has left out many details for summation purposes. Do not take any advice from this column and please consult with relevant parties before making any decisions regarding the subject matter within. Any U.S. federal tax advice contained in this blog is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained in this blog.

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