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