By: Lorraine Millington

You survived tax filing season. Congratulations!

You wrestled your receipts, survived endless spreadsheets, maybe even cried a little (no judgment—we’ve all been there). Whether you filed early, filed on time, or barely made it before the deadline, you did it.

But guess what? You’re not done.

Now it’s Strategy Season, and this is where the potential for real progress (and meaningful savings) happens.

But Wait, What’s Strategy Season?

Think of tax filing season like cramming for a final exam. It’s stressful, rushed, and mostly about getting it done without too much damage. You’re just trying to turn in what’s required before the deadline hits.

Strategy Season, on the other hand, is different.

This is your opportunity to slow down, breathe, and explore proactive planning. No looming deadlines. No last-minute number crunching. Just thoughtful decisions made in real-time, well before next April comes around.

It’s where you step into the driver’s seat and ask:

What do I want my numbers to look like next year, and how can I work toward that?

Instead of reacting to what already happened, you’re exploring ways to potentially lower your taxes, increase your savings, and reduce those “how did I owe that much?” moments next year.

Or put another way:

If tax filing season is damage control, Strategy Season is how you set yourself up for success before it even starts.

Why Strategy Season Matters (and How It Could Benefit Your Wallet)

Most people only think about taxes when they’re signing checks to the IRS—and by then, it’s often too late to change anything. You’re just dealing with the consequences of what already happened.

But the people who always seem calm during tax time? The ones who don’t break into a sweat every time their accountant calls?

They’re not just lucky—they’ve put in the work to prepare.

Here’s what we explore during Strategy Season:

• Evaluating Your Business Setup: Are you still operating like a lemonade stand when you might benefit from a more structured approach? The way your business is organized can impact your tax savings.
• Uncovering Potential Deductions: That laptop, mileage, business coaching, even a portion of your home—there may be money hiding in plain sight.
• Preparing for Tax Changes: Let’s be real—2025 is bringing significant changes to the tax code. Waiting to see how it plays out may not be the best approach.
• Retaining More of What You Earn: You work way too hard to unnecessarily give the IRS more than required. Let’s aim to keep your dollars in your business or your pocket.

How I Can Help (Beyond Just Emotional Support During Tax Time)

This is my zone. Strategy Season is where I come in, ready to roll up my sleeves and collaborate with you, not just for you.

I help clients:

• Develop a personalized tax-saving plan that aligns with your goals (not just generic advice).
• Assess and refine your business structure so it better supports your financial objectives.
• Explore smart income and expense strategies.
• Provide clarity and confidence so you’re not jumping every time April 15th is mentioned.

In short, I help you minimize unnecessary payments to the IRS.

(You’re generous, but let’s keep that generosity focused elsewhere, shall we?)

Let’s Make Strategy Season Your Advantage

If the only time you think about taxes is when your accountant is texting you in all caps… It’s time for a new approach.

Let’s work together and make this the season you take control—the one where you stop reacting and start implementing a tailored strategy for your business and income.

Your future self—maybe on vacation with a little more money in the bank—will thank you.

Ready?

Let’s build your strategy before tax filing season sneaks up again.

Book a consultation with me, Lorraine Millington, your Friendly Neighborhood Tax Strategist, today, and let’s discuss how Strategy Season could work for you.

 

Disclaimer: The content in this article is for informational purposes only and does not constitute legal or tax advice. Readers are encouraged to consult with a certified tax professional or financial advisor to discuss their specific situation before making any tax-related decisions. The strategies presented are general in nature and may not apply to every individual or business.

Published by Stephanie M.