2026 Tax and Financial Planner
Stay on top of key tax events, prioritize business action items, recognize financial planning opportunities and improve client relationships.
A month‑by‑month guide to a stronger 2026
This month‑by‑month guide highlights timely action items to help keep your firm running smoothly, strengthen client connections and support meaningful financial planning conversations. It’s a practical resource designed to help you stay proactive — for your practice and your clients.
Log in to your AICPA account to access. Available to PFP and Tax Section members. Once logged in, a link to access will appear at the top of the page.
A month‑by‑month guide to a stronger 2026
This month‑by‑month guide highlights timely action items to help keep your firm running smoothly, strengthen client connections and support meaningful financial planning conversations. It’s a practical resource designed to help you stay proactive — for your practice and your clients.
Log in to your AICPA account to access. Available to PFP and Tax Section members. Once logged in, a link to access will appear at the top of the page.
Your monthly dividend
Every new month brings a new opportunity to connect with clients on key actions items around financial planning. Incorporating small actions each month can help you scale to the next level — improving client services and building a future-ready firm.
May 2026 tip — Avoid the summer slump: Planning for a productive summer is imperative for a smoother extension season in September and October. Request that staff schedule vacations for the summer months. Brainstorm with your team on ways to maintain momentum. Proactively reach out to clients to schedule their work. Recharging is necessary after tax season, but staying focused and productive makes the fall season so much easier.
Your monthly dividend
Every new month brings a new opportunity to connect with clients on key actions items around financial planning. Incorporating small actions each month can help you scale to the next level — improving client services and building a future-ready firm.
May 2026 tip — Avoid the summer slump: Planning for a productive summer is imperative for a smoother extension season in September and October. Request that staff schedule vacations for the summer months. Brainstorm with your team on ways to maintain momentum. Proactively reach out to clients to schedule their work. Recharging is necessary after tax season, but staying focused and productive makes the fall season so much easier.
Build your tax and financial planning advisory services
Develop deeper client relationships and reinforce your role as a trusted adviser through expanded tax and financial planning services.
Build your tax and financial planning advisory services
Develop deeper client relationships and reinforce your role as a trusted adviser through expanded tax and financial planning services.
Join the Tax Section member community
Your go-to source for tax developments and professional sights to keep pace with the evolving tax environment
Join the Tax Section member community
Your go-to source for tax developments and professional sights to keep pace with the evolving tax environment
Join the PFP Section member community
Enhance the value of your services related to tax, estate, retirement, risk management and investment planning advice
Join the PFP Section member community
Enhance the value of your services related to tax, estate, retirement, risk management and investment planning advice
Reserved for Tax Section Members and PFP Section Members
Already a Tax or PFP Section Member?
Log in with your account
Our guaranteeOur guaranteeEvery purchase you make from the AICPA & CIMA is safe and secure. We also guarantee 100% customer satisfaction on most of our products. If you’re not satisfied with your purchase, please contact us.
Our refund policyOur refund policyTo start the return process, please contact us first. View all products eligible for refunds.