2026 Tax Year
Tax projection season is here, and this is your opportunity to stay ahead.
Unplanned tax liabilities create stress and unexpected financial impact, and we want you positioned to make informed decisions before year-end.
This short interview is the first step. When it comes to your responses, more is better. The more detail you share, the more accurate and useful your results will be.
Together with a few supporting documents, this gives us what we need to create on a customized projection that reflects your anticipated tax position and cash flow requirements.
What This Process Delivers
It’s about giving you clarity and control as you close out the year. Here’s how we use what you share:
- Customized tax projection(s) based on your unique business financial situation
- We flag items that could impact your year-end position
- Q&A Session via Video to walk through the numbers and ensure you’re clear on what’s next – we get a lot of enjoyment out of this part!
Let’s Get Started
Here’s how to move things forward:
Step 1: Complete this short interview. Once submitted, it goes directly to your Client Experience Associate (CEA).
Step 2: Upload the necessary documents listed below. Please only use your secure client portal or the secure send feature on our website for anything sensitive.
What to Upload (you can securely upload to your portal here):
- Recent paystubs for you and your spouse
- Confirmation of estimated tax payments made (business, personal, and PTE)
- Documentation of new asset purchases, such as real estate, vehicles, equipment, etc.
- Bookkeeping or Financial Records
- QuickBooks Desktop (QBD): Send an updated Accountant’s Copy or Backup
- QuickBooks Online (QBO): Ensure your books are current so we can pull data – your CEC will be pulling these reports upon receipt of your other uploads.
- Not using QuickBooks? Send your most recent profit and loss statement, balance sheet, or reports from the system you use to track your financials