The 2023 Essential Financial Tasks Calendar
This calendar highlights the most important financial tasks you should be planning for in the coming year, to get you started.
January
1/17 – 4th Qtr Estimated Taxes Due
Early/Mid Jan. – Finalize 2023 Goals & Game plan
Prep & Send 1099’s, due 1/3
February
Send all documents to CPA/EA for 2022 filing.
Refine goals, ensure you have a plan to implement goals.
March
Finalize taxes, meet with CPA/EA to begin tax planning for 2023
Use 2022’s tax outcomes to make 2023 more tax efficient
April
4/18 – 1st Qtr Estimated Taxes Due
4/18 – 2022 Year End Taxes Due
4/18 – Deadline to make 2021 IRA contributions
May
Evaluate tax savings YTD now that 1st payment has been made
Confirm 2022 books are closed & accurate
June
6/15 – 2nd Qtr
Estimated Taxes
Due
July
Check in on
progress of
2023 financial goals.
Readjust as needed
August
Check in on profitability YTD compared to 2022 YTD, prepare to make purchases/ contributions as needed
September
9/15 – 3rd Qtr Estimated Taxes Due
Check in on tax savings account, adjust savings contributions as needed
October
Begin tax planning with CPA/EA to optimize 2023 taxes
10/16 – Taxes due if extended
November
Continue tax planning to optimize 2022
This is the time to consider purchases, or, cutting back on purchases
December
Make year-end purchases & contributions to lower tax liability, if needed
Begin creating 2024 goals