Individual Tax Projection
The first step in the tax planning process is to review your prior year tax returns. We will review the last two returns you filed, and highlight any potential errors which may have caused you to leave money on the table. Once the initial review is complete, we will project out your current year data to let you know where you stand and provide you with a summary. Finally, we will schedule a call to go over your projection and to make any further recommendations.
The first step in the tax planning process is to review your prior year tax returns. We will review the last two returns you filed, and highlight any potential errors which may have caused you to leave money on the table. Once the initial review is complete, we will project out your current year data to let you know where you stand and provide you with a summary. Finally, we will schedule a call to go over your projection and to make any further recommendations.
The first step in the tax planning process is to review your prior year tax returns. We will review the last two returns you filed, and highlight any potential errors which may have caused you to leave money on the table. Once the initial review is complete, we will project out your current year data to let you know where you stand and provide you with a summary. Finally, we will schedule a call to go over your projection and to make any further recommendations.
This kind of projection is for individuals who want to feel comfortable in the past, the present, and the future. Our goal is to ensure that you have done the most efficient thing with your past filings, and know where you stand for the current year. This kind of projection is for individuals only with no businesses, or no flow-through entities. If you have either of the above, please select one of the other options, or reach out via our contact page.