Makki Tax Services

11/04/2026

Meet Your Tax Professional 👋

Hi, I'm Hael Makki, owner of Makki Tax Services in San Antonio. With 17 years in the industry, I help individuals and business owners with tax preparation, bookkeeping & payroll, and year-round Advisory Services — planning ahead, not after the fact.

Book an Advisory Services session: https://makkitaxservices.com/appointment/ — Makki Tax Services, San Antonio · (726) 627-7996

11/04/2026

Timing income & expenses before December 31 — 3 moves for small business owners:

1. Review invoicing and collections — when income is received can affect the year it counts in.
2. Bring forward purchases you already need — equipment and supplies, planned before Dec 31.
3. Keep records for every move — receipts, dates, amounts, and the business purpose.

Book an Advisory Services session: https://makkitaxservices.com/appointment/ — Makki Tax Services, San Antonio · (726) 627-7996
General information only — not tax advice.

11/03/2026

If you earn income that isn't covered by withholding — like self-employment, rental, or investment income — November is a good time to check your estimated taxes.

Compare what you've already paid for 2026 against what you expect to owe for the year. A quick review now gives you time to adjust your final payment in January and helps you avoid surprises at filing time.

Not sure where you stand? Bring your year-to-date income and payment records, and we can walk through it together.

Book an Advisory Services session: https://makkitaxservices.com/appointment/ — Makki Tax Services, San Antonio · (726) 627-7996

11/02/2026

Business owners: November is the time to clean up your books before the year closes.

Reconcile your bank and credit card accounts, separate any personal expenses, and make sure owner pay and payroll are recorded correctly before December 31. If you pay contractors, collect their W-9 forms now so January's 1099 filing isn't a scramble.

A short review now is much easier than fixing records after the year ends.

Book an Advisory Services session: https://makkitaxservices.com/appointment/ — Makki Tax Services, San Antonio · (726) 627-7996

10/30/2026

Three more tax moves to make before December 31 👇

1️⃣ Sell investments that are down to offset gains — tax-loss harvesting has to happen by Dec 31
2️⃣ Roth IRA conversions must be completed by Dec 31 to count for 2026
3️⃣ Spend down your FSA funds before they expire — many plans are use-it-or-lose-it at year-end

Want a second look at your year-end picture before the deadline? Book an Advisory Services session: https://makkitaxservices.com/appointment/ or call (726) 627-7996.

General information only — not tax advice.

10/30/2026

Thinking about charitable giving this year? For a donation to count on your 2026 taxes, it has to be made by December 31 — checks mailed and card gifts charged by that date count for 2026, even if the statement arrives in January.

A few basics: keep a receipt or bank record for every gift, and get a written acknowledgment from the charity for any single donation of $250 or more. Giving appreciated stock can sometimes be more tax-efficient than cash, and if you're 70½ or older, donating straight from an IRA is another route worth asking about.

This is general information, not tax advice for your specific situation.

Book an Advisory Services session: https://makkitaxservices.com/appointment/ — Makki Tax Services, San Antonio · (726) 627-7996

10/28/2026

10/26/2026

Not all retirement deadlines fall in April. If you contribute to a 401(k) or 403(b) at work, those contributions come straight out of your paycheck — which means December 31 is the cutoff for 2026. If a year-end increase is part of your plan, it has to happen in your remaining paychecks.

IRAs run on a different clock: you generally have until next spring's tax filing deadline to make your 2026 IRA contribution. Business owners have separate rules again — solo 401(k) and SEP plans have their own setup and funding deadlines, and some depend on whether you file an extension.

General information only, not tax advice — which deadlines apply to you depends on your income, your plan, and your business structure. A short planning session now can sort that out while there's still time to act.

Book an Advisory Services session: https://makkitaxservices.com/appointment/ — Makki Tax Services, San Antonio · (726) 627-7996