The Ultimate Year-End Planning Guide for Law Firms

Year-End Planning for Your Firm

Year-End planning doesn’t have to be stressful. Our CPA-crafted checklist is designed to help law firms save time and maximize profitability at year-end.

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Shonty Spatola, CPA, CFP®, Founder of Spatola & Company CPA with 20 Years of Experience, Professional Headshot 
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Law firms face unique financial and tax challenges at the end of the year. Without a structured approach, tax obligations can become overwhelming and costly. But with the right guidance, you can reduce tax liabilities, optimize deductions, and plan for a profitable year ahead.

Our Year-End Planning Checklist is a CPA-curated guide filled with actionable steps to help your firm close the year strong. Plus, our monthly accounting and tax services ensure that your finances stay optimized and compliant throughout the year.

What’s Inside the Guide?

Brief Benefit Descriptions:

Optimize Your Tax Strategy

Learn income deferral techniques, capital gains management, and bracket strategies specifically for law firms.

Stay Compliant and Proactive

Detailed steps on charitable contributions, investment planning, and retirement contributions help you meet all obligations.

Year-Round Support

As a CPA specializing in law firms, I offer monthly services to help your practice stay financially sound all year.

Meet Your Law Firm Tax Specialist

I’m Shonty Spatola, a CPA with 19 years of tax and accounting experience. From end-of-year tax planning and compliance and monthly accounting, my firms services are crafted to help legal practices reduce tax burdens and enhance profitability. My tailored approach takes into account the specific challenges your firm faces, so you can focus on what matters most—your clients.