Before year-end
Tax planning & projections
A projection in October is worth more than a surprise in April. We run the numbers while there is still time to act.
Book this work
From $650 · Fall projection, optional mid-year update
Estimated payments, retirement contributions, bonus timing, equipment purchases, and the S-corp wage question. You leave with a one-page plan and the calendar dates attached to it.
Who it is for
Owners and households with income that moves year to year.
On the letter
- Current-year projection vs. last year
- Estimated-tax voucher calendar
- Two or three specific moves, with dollar impact
- Follow-up after year-end to close the loop
Bring the folder. Or the letter you have not opened.
The consult is thirty minutes and complimentary. If we are a fit, you leave with a fee and a date. If we are not, we will say so.