Decisions made before December 31 can shape your 2026 return and 2027 planning. BSK helps Spokane-area businesses and families identify opportunities while there’s still time to act.
Proactive Planning
Spokane & Eastern WA
CPA Guidance
Last day to book one of this year's planning slots
Most 2026 moves must be completed by year-end
A 20-minute call with a BSK CPA. We’ll confirm which package fits.
Federal and Washington tax changes in 2025 and 2026 make year-end planning especially important. Decisions now can affect your 2026 return and your tax position through 2028.
Retailing, wholesaling and manufacturing B&O rates move to a single 0.5% rate. Service businesses already moved to 1.75% above $1M and 2.1% above $5M of gross income. Your classification mix matters more than ever.
100% bonus depreciation and the 20% QBI deduction are now permanent. Equipment, entity, and compensation decisions matter—and equipment must be in service by December 31.
Long-term gains above $1 million are taxed at 9.9% instead of 7%. Direct sales of real estate are excluded, but the sale of an interest in an entity that owns property is only partly covered.
A 9.9% tax on income above $1 million takes effect January 1, 2028. Initiative 645, which would repeal it, is on the November 3 ballot. Either way, 2026 and 2027 are the years to look at structure.
Figures reflect federal, Washington and Idaho law as of October 2026. Your plan confirms what applies to your situation.
The Tax Planning Special
One hour with a BSK CPA, plus a written list of tax strategies built for you. One flat rate, for individuals and businesses, new and existing clients.
Individual
$950
flat rate
3–4 hours of total planning time
Business
$1,900
flat rate
6–8 hours of dedicated planning
Open to new and existing BSK clients. · Offer runs through December 11, 2026.
How it works
A 20-minute conversation about your goals and what’s changing. We confirm which package fits.
Day 1
Upload last year’s returns and year-to-date numbers through our secure client portal.
Week 1
We walk you through your 2026 projection, year-end action list and 2027 strategy, in plain English.
Week 3
We help you implement before December 31, then check in during 2027 as laws and life change.
Through 2027
Why BSK
Your plan doesn’t get handed off to someone who’s never seen it. The same Spokane Valley team can prepare your return, keep your books, run payroll and provide audit and attestation work, so the plan and the execution stay in one place.
Answers to common questions about tax planning, deadlines, and how our team can help.
Each plan has a flat starting fee. We confirm your exact fee on the call, based on the number of entities, returns and states involved, before any work begins.
Absolutely. The 2027 Tax Plan is open to new and existing clients. We start from your most recent returns and build from there.
Planning and preparation are separate engagements, but your plan is built by the same team that can prepare your 2026 return, so nothing gets lost in the handoff.
Many of the most valuable moves, like equipment purchases, charitable gifts and some retirement contributions, generally must be completed by December 31. Planning in Q4 keeps both tax years on the table.