2026 Tax Season Prep Guide: How to Prepare for the 2026 Tax Season

If you wait until the last minute every tax season, this episode is your wake-up call. Preferred Trust Company CEO Carrie Cook sits down with CPA Larry Pendleton of The Investors CPA to break down why procrastinating your taxes is costly, what MUST be done before year-end, what extensions really mean, how retirement accounts and IRS Form 5498 work, why entity changes can't wait, and how to stay ahead of the April and October tax deadlines.

✔️ What CPAs actually expect from clients
✔️ Why extensions DO NOT delay payment
✔️ How procrastination leads to penalties & stress
✔️ Retirement contributions, IRAs, Form 5498
✔️ Real stories of extreme procrastinators—and what happened
✔️ Practical checklist to stay ahead for the 2026 tax season

Whether you're filing personal taxes, running a business, or managing investments, this conversation will help you stay organized, prepared, and protected when tax season hits.

Connect with Preferred Trust Company

Open a Self-Directed IRA, diversify into alternative assets, or get help understanding retirement strategies at:
PreferredTrustCompany.com

Connect with The Investors CPA

Need a proactive CPA who understands strategy—not just filing? Visit:
TheInvestorsCPA.com
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