Accountant Analytics

10/21/2026

**You sold $300,000 of stock in 2026. Have you calculated the tax consequences?**

Imagine opening your brokerage statement and realizing that a significant stock sale has created a taxable gain you weren't expecting.

Maybe you sold shares to diversify your portfolio.

Maybe you needed liquidity.

Or perhaps you simply didn't anticipate the tax consequences of the transaction.

The important question isn't how much stock you sold.

**It's how much taxable gain you realized—and what that gain does to your overall tax liability.**

Before December 31, there are several questions worth answering:

1. How much of the proceeds represents taxable gain?
2. Is the gain short-term or long-term?
3. Are there realized or unrealized investment losses that could affect your tax position?
4. Does the gain expose you to the 3.8% Net Investment Income Tax?
5. Have you made sufficient estimated tax payments?
6. Are there legitimate planning opportunities still available before year-end?

The answers depend on your complete financial picture—not simply your brokerage statement.

That is why I believe tax planning should start with a projection, not a list of deductions.

At Accountant Analytics, we call this **Actionable Tax Intelligence**.

We assess the financial event, project the tax consequences, evaluate available strategies, and develop an implementation plan.

If you've realized significant investment gains during 2026, now is the time to understand their potential tax impact.

**I'm offering a $1,500 Q4 Tax Assessment & Action Plan for investors and business owners facing significant taxable events.**

Schedule a complimentary 15-minute introductory conversation to determine whether an assessment makes sense for your situation.

https://calendly.com/barton-bumpus-1/q4-tax-assessment

10/16/2026

If you've had a significant taxable event in 2026 and don't know what it means for your tax liability, I've opened a limited number of Q4 Tax Assessment appointments.

https://calendly.com/barton-bumpus-1/q4-tax-assessment

10/14/2026

A tax strategy that isn't implemented saves $0.

10/12/2026

Would you spend $50,000 just to save $15,000 in taxes?

Probably not.

But that's exactly why tax planning shouldn't begin with the question, "How big is the deduction?"

A good tax strategy should be evaluated based on both the tax benefit and the economic cost of getting that benefit.

A $50,000 retirement contribution and a $50,000 unnecessary business expense might both reduce taxable income — but economically, they're very different decisions.

That's one of the principles behind the way I approach tax planning at Accountant Analytics:

Don't just calculate the deduction. Calculate the decision.

If you've had a significant change in income, investment gains, business profits, or another taxable event during 2026, now is the time to understand the impact — while there may still be time to act.

10/09/2026

10/07/2026

If you had a significant taxable event in 2026, don't wait until tax season to find out what it will cost you.

We're in the fourth quarter now.

Maybe you realized a large gain from stocks, options, or crypto.

Maybe your business has had an unusually strong year.

Maybe you sold a business or property, received a large bonus, or experienced another significant financial event.

The question to answer now is:

What will my 2026 tax liability look like if I do nothing between now and December 31?

That's where effective tax planning starts.

First, establish your current tax position.

Then determine:
• What is my projected 2026 federal tax liability?
• Have I paid enough through withholding and estimated payments?
• What planning opportunities are still available before year-end?
• What would each strategy actually save in taxes?
• What does each strategy cost economically?
• What actions need to happen before December 31?

The objective isn't to find a deduction simply for the sake of creating one.

The objective is to make good financial decisions while there is still time to act.

At Accountant Analytics, I call this approach Actionable Tax Intelligence:

Assess → Project → Evaluate → Act

For Q4, I'm offering a focused 2026 Q4 Tax Assessment & Action Plan for investors, business owners, and high-income taxpayers who have experienced significant taxable events during 2026.

We'll establish where your tax position is headed, evaluate the strategies that apply to your situation, quantify their potential impact, and develop a prioritized year-end action plan.

Discovering the tax consequences when preparing your return is very different from understanding them while you still have time to act.

If you've had a significant taxable event this year, message me “Q4,” and I'll send you information about the assessment.

07/14/2026

**It's July. The Biggest Tax Planning Opportunities Are Still Ahead—But the Window Is Closing.**

Many business owners make the same mistake every year.

They wait until tax season to think about taxes.

By then, most of the decisions that could have reduced their tax bill have already been made.

The reality is that **July is one of the best times of the year to begin proactive tax planning.**

You still have time to make meaningful decisions before December 31, including:

✅ Reviewing your projected taxable income

✅ Evaluating S-Corporation salary and distribution strategies

✅ Planning retirement contributions

✅ Reviewing equipment and vehicle purchases

✅ Optimizing estimated tax payments

✅ Improving after-tax cash flow before year-end

The goal isn't simply to pay less in taxes.

The goal is to make better business decisions that improve profitability, strengthen cash flow, and help you keep more of what you earn.

That's the difference between **tax preparation** and **tax planning**.

If you're a business owner and haven't reviewed your 2026 tax strategy yet, now is the ideal time.

I'd be happy to spend 30 minutes discussing your situation and identifying opportunities that may be available before year-end.

📅 Schedule a complimentary Tax Strategy Session:
https://calendly.com/barton-bumpus-1/30-minute-tax-savings

**Your taxes simplified. Your business strengthened. Your future. Secured.**

💡 Tax Strategy Tip of the Week: The best tax strategies are implemented before year-end—not after your return is prepared.

This meeting is an intro to our Tax Health Check service and what is needed to get it done!

11/22/2025

You’ll feel better after this call. Promise.

It’s hard to describe what it feels like to finally talk to someone who gets it.
Not someone who lectures you.

Not someone who tries to sell you.

Someone who actually listens—and helps.
That’s what we do on your free consultation call.
You’ll walk away with:
• Clarity on what the IRS sees
• Your options laid out
• A plan to move forward
And most of all?

You’ll feel like you can breathe again.
https://calendly.com/barton-bumpus-1/tax-resolution-call
– Barton Bumpus