The OpenYear Planning Letter

A little planning now. More options later.

One practical tax-planning email each month. Understand an opportunity, gather the right records, and know what to discuss with your accountant.

For business owners who want to keep tax planning moving throughout the year.

A useful next step, each month

Read it. Check your facts. Make a plan.

  1. Understand the opportunity

    A plain-language explanation, a worked example, and questions that help you assess whether a strategy is relevant.

  2. Know what to gather

    A checklist of business facts, records and questions to bring to your accountant before you act.

  3. Keep the year moving

    A monthly prompt to revisit your planning, with relevant deadlines and follow-up steps covered in each issue.

The public strategy guides, calculators and templates stay free. The letter adds a regular, guided planning routine in your inbox.

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Three quick questions, then your email. We'll review your business and write about access as the app becomes available. Applying is free; access requires approval and isn't immediate.

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