The Mid-Year Money Check
Six simple money moves to make this July. Ten minutes each. They can save you real dollars and a lot of stress when tax season comes back around.
- Know exactly what to set aside before September 15
- Stop over- or under-paying the IRS from every paycheck
- Catch the deductions most people lose by December
- Business owners: the 30-minute habit that makes April painless
Written by the team at London's Tax Services.
Serving Westchester, the Bronx and Rockland County since 2004.
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Why now
July is secretly the most valuable month on the tax calendar
By April, the story is already written and all anyone can do is report it. In July, half of 2026 is still wide open, and almost every tax-saving move expires on December 31.
Inside the guide
Six moves. Ten minutes each.
Find your real half-year number
One number from your June pay stub or bank statements that makes every other money decision easier.
Beat the September 15 deadline
The set-aside rule that makes quarterly estimated taxes painless instead of scary.
Give your paycheck a checkup
A ten-minute withholding check that prevents both surprise bills and interest-free loans to the IRS.
Catch deductions while they are fresh
The five write-offs people forget most, and the five-minute weekly habit that saves them.
Let July do your retirement heavy lifting
Why starting monthly contributions now beats scrambling in April, and the December 31 deadline nobody mentions.
Make your books April-proof
For business owners: the 30-minute monthly close, and when to ask the S-corp question.
From the tax team the tri-state has trusted for 20+ years
London's Tax Services has prepared returns, cleaned up books, and planned taxes for individuals and small businesses across Westchester, the Bronx and Rockland County since 2004. This guide is the same mid-year conversation we have with our own clients.
Ready to check your mid-year numbers?
Grab the free guide above, or skip straight to a free 15-minute review with us.