2026 Tax Year
Tax projection season is here, and this is your opportunity to stay ahead.
Unplanned tax liabilities can create unnecessary stress and unexpected financial burdens. Tax Projection Services are designed to help you stay ahead of tax deadlines, maximize deductions, and make informed decisions to optimize your financial outcome.
What you’ll receive:
- Customized tax projection(s) based on your unique financial situation
- Strategies to minimize tax liabilities and increase savings
- Q&A Session to review projection
How this works:
We work together to create a proactive plan – giving you peace of mind for the rest of the year and a calm, anxiety free tax season. We’ll start by getting some information from you – the greater the detail and more accurate the information, the better your outcome will be. It is super important for the information requested to be provided timely and completely – it only serves your best interests. Once received, we’ll work up a projection and get that in front of you for your review. We’ll then schedule a Q&A Session to review and discuss with you – that’s the fun part!
Step 1 is the following interview and information uploads as necessary. Please use your portal or the secure send feature on our website for any sensitive information uploads. Any questions, let us know, we are happy to help!
“All great decisions look forward.” – Andrew Carnegie
Checklist of Items needed (you can securely upload to your portal here):
- Tax Projection Kickoff Interview (this form – which if completed and submitted online doesn’t need to be “printed” and uploaded)
- Most recent paystubs from you and your spouse
- Confirmation of estimated tax payments
- Retirement distribution remittance – that shows gross and withholding
- “Page 1” of investment statements showing interest, dividends and realized gains YTD.
This form serves as both an initial interview and memory jogger as well as helps set an agenda.