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#year-end planning

Tax planning questionnaire: a OneForm Tax Opportunity Report report card on the OneForm gradient

Tax Planning Questionnaire: 60+ Questions to Ask Clients by Life Area

A tax planning questionnaire asks clients what changed and what they plan, by life area, with screening questions first so only real opportunities get detailed follow-ups.

Brian Davis, CPA, CFE · October 11, 2026

Year-end tax planning checklist: a OneForm Year-End Tax Planning Checkup report card on the OneForm gradient

Tax planning12 min read

Year-End Tax Planning Checklist 2026: Deadlines, Limits and OBBBA

Confirm December 31 moves, the January 15, 2027 estimate and the April 15, 2027 IRA and HSA deadline, using 2026 limits and the new OBBBA charitable and SALT rules.

Brian Davis, CPA, CFE · October 11, 2026