This is not a pitch with a calendar bolted onto it. Steven Palmieri opens last year's return with you and works the questions any real planner works: how the entity is set up, how you are paid out of it, what is being put away, whether income or a large purchase could have landed in a different year, and whether the books would hold up if the position were ever questioned. You hear what was open, what is still open, and then you decide what to do with it. Bring the return, the books if you have access to them, and any question you have been carrying since the last time you wrote a check to the government. If none of the times below suit you, the number in the footer reaches the same place.