The decisions you make in the next few weeks will directly impact your 2026 tax bill.
Many small businesses overpay—not because they're making mistakes, but because they don't know which strategies actually apply to their business or when to use them.
This session will help you understand where the biggest tax-saving opportunities are and how to approach them with confidence. Patrick Elliott, CFP®, will walk through practical strategies that apply at every stage—from commonly missed deductions that nearly everyone can use, to more advanced decisions like when S-Corp election makes sense (and can save $10k+ for the right businesses).
Whether you're just getting serious about tax planning or looking to optimize what you're already doing, you'll leave with clarity on which moves matter most for your situation.
Patrick Elliott CFP®, MBA
HoneyBook Tax & Advisory
Patrick is a Certified Financial Planner with decades of experience helping creative entrepreneurs and small business owners build smarter tax strategies. He's guided hundreds of clients through critical decisions like S-Corp elections, saving many $10,000+ annually, and specializes in translating complex tax concepts into clear, actionable advice. Patrick has deep experience working with entrepreneurs navigating seasonal income and the unique financial realities of creative business models.
Monica Rodriguez
HoneyBook Community Manager
Monica is a Community Manager at HoneyBook, where she brings independent business owners together through education, connection, and shared learning. She’s passionate about creating spaces where entrepreneurs feel supported, informed, and confident as they grow their businesses.