Tax planning
See your tax picture while there is still time to plan.
A tax projection estimates the current year using your results so far and the business and household information you provide. It gives you time to review estimated payments, consider upcoming changes and ask better questions before the year closes.
One form • Video meeting with Trevor • Confirm scope and pricing
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Who this is for
- Owners who want to understand expected taxes before year-end instead of after.
- Businesses with a change ahead, such as a large purchase, new hire, or shift in income.
- Owners who already have a preparer but want a focused projection for the current year.
What we do
- Build a current-year projection from your available results and household and business inputs.
- Review estimated payments made so far and discuss what may be needed going forward.
- Consider known upcoming changes and how they may affect the projection.
- Identify questions and planning options within the agreed scope.
What you receive
- A written projection with the assumptions behind it.
- A discussion of estimated payments.
- Scoped action items to consider or follow up on.
A one-time projection or ongoing monitoring
A one-time projection is a snapshot based on the information available at that point. Estimates change as actual income and expenses change. Silver and Gold monthly packages include quarterly projections and planning throughout the year; Bronze includes an annual review. Planning results depend on your facts, and no particular tax outcome is guaranteed.
Records we ask for after engagement
After engagement, we request information through our secure TaxDome portal. Typical requests include:
- Year-to-date financial statements or QuickBooks Online access
- Prior-year business and personal returns
- Estimated payments made so far this year
- Expected changes in income, payroll, equipment or ownership
- Household information relevant to the owner's personal return
How it works
Step 1
Request a quote
Tell us about your business and the timing you have in mind.
Step 2
Meet Trevor by video
After your details are saved, schedule your video meeting with Trevor Haug, CPA. Discuss fit, what the projection covers and the fixed fee before engagement.
Step 3
Share current information
After engagement, provide year-to-date results and inputs securely.
Step 4
Review the projection
We walk through the written projection, assumptions, estimated payments and action items.
Prefer projections throughout the year? Silver and Gold include quarterly projections and planning; Bronze includes an annual review. Compare monthly packages
Questions owners ask
Ready to talk about your scope?
One form. Our team reviews your needs and confirms scope and fees before any work begins.
Get a Tax Projection QuoteRelated
- Quarterly estimated tax payments
How estimated payments are calculated and what records help.
- Business tax preparation
Coordinated business and applicable owner returns.
- Bookkeeping cleanup
Reliable numbers before you project.