Year-End Tax Moves for 2026: What Has to Happen by December 31
The 2026 tax moves that must happen by December 31, including payroll retirement contributions, RMDs, charitable gifts, and New York 529 deposits.
Gregg Jaffe prepares and plans individual, business, and non-profit taxes for clients across Long Island. You work with Gregg directly, all year, with more than 25 years of experience behind every return.
Gregg Jaffe is a tax accountant with a background in public accounting and a Bachelor of Science in Accounting from Bentley University.
He prepares federal, New York State, and local returns for individuals and businesses, builds tax plans for high-net-worth families, and provides bookkeeping, payroll, and sales tax support for small companies.
Calls and emails are returned promptly, and each year’s work builds on a full understanding of your finances.
Five areas of practice that work together. Planning informs preparation, so each year’s return is built on a full picture of your finances.
All servicesFederal, New York State, and local returns for individuals and families, including catch-up filing for prior years.
Returns for sole proprietors, partnerships, LLCs, and corporations, with payroll and sales tax compliance.
Year-round planning for individuals, business owners, retirees, and high-net-worth families.
Form 990 filings, exempt-status compliance, and grant and donation reporting for organizations of every size.
Reconciled, organized books and clear monthly reporting, so your business is ready for tax season every month of the year.

Gregg is based in Plainview and works with individuals, families, and businesses across Nassau and Suffolk counties, from the North Shore to the East End.
Meetings are by appointment.
Request a consultationGregg’s clients include households, companies, and organizations at every stage, from a first business return to a complex family plan.
Salaried professionals, self-employed individuals, retirees, homeowners, investors, and high-net-worth households, including anyone bringing prior-year filings up to date.
Small and middle-market companies in real estate, professional services, restaurants and hospitality, internet startups, manufacturing, construction, and wholesale distribution.
Charities, educational institutions, religious organizations, social advocacy groups, and foundations that need accurate Form 990 filings and steady compliance support.
“Gregg is an excellent accountant. He works very closely with you to ensure everything is considered. Gregg always returns calls and emails promptly, and you are not kept waiting. Gregg offers a very professional and personal service that you will not find with franchise accounting services or the software accounting that is available. I would highly and strongly recommend Gregg to those in search of an accountant.”
The 2026 tax moves that must happen by December 31, including payroll retirement contributions, RMDs, charitable gifts, and New York 529 deposits.
With the 2026 SALT cap at $40,400, many Long Island homeowners may come out ahead itemizing. Here is how to compare it with the standard deduction.
IRS payment options explained: short-term plans, installment agreements, hardship status, and Offers in Compromise, and how to choose the right one.
A free initial consultation is the easiest way to see how Gregg can help. Call, email, or send a message and he will be in touch.