GlobalX Advisors

US Tax Planning guide

US Tax Planning for Founders and Growing Businesses

The filing calendar, entity-level choices, and the planning moves that matter before year end, not after it.

The GlobalX Advisors teamUpdated September 15, 20261 min read

The forms that apply to your entity

1120, 1120S, 1065, or a Schedule C: which one you file follows directly from the entity choice made at formation.

Federal deadlines that do not move

Quarterly estimates, the extension that buys time to file but never to pay, and what happens when both are missed.

State and local obligations

Nexus, sales tax, and franchise tax in every state the business actually operates in, not just the one it was formed in.

Planning before December 31

Retirement contributions, depreciation elections, and the moves that stop being available the moment the tax year closes.

Written for general guidance. Thresholds and deadlines differ by jurisdiction and change often, so check your own position with an advisor before acting on it.