Estimated Tax Planning™
Welcome to Your Estimated Tax Planning™
Get a clearer picture of where your taxes may be heading before the next payment deadline arrives.
Your Estimated Tax Planning™ engagement is designed to help you understand your estimated current-year tax position based on the information available today.
We’ll review your current-year income, business activity, withholding, estimated payments and other relevant information to help determine what you may need to pay toward federal and applicable primary-state taxes.
Your first step is to complete your Estimated Tax Planning™ Intake.
COMPLETE MY ESTIMATED TAX PLANNING INTAKEHere's What Happens Next
1 — COMPLETE YOUR INTAKE
Tell us about your current-year income, business activity, withholding, estimated payments and significant changes since your last tax return.
2 — SECURELY PROVIDE YOUR RECORDS
After completing your intake, you’ll be directed to instructions for securely providing the tax and financial records needed for your projection.
3 — WE PREPARE YOUR PROJECTION
We’ll review the information provided and calculate your estimated current-year federal and applicable primary-state tax position.
4 — REVIEW YOUR RESULTS
You’ll receive your Estimated Tax Planning Summary™ and a 20-minute Estimated Tax Planning Review Session to walk through the results.
What We’ll Review
Your Estimated Tax Planning™ review may include:
âś“ Your most recently filed tax return
âś“ Available year-to-date business income
âś“ Available year-to-date business expenses
âś“ Wages and federal withholding
âś“ Other material income you disclose
âś“ Federal estimated-tax payments already made
âś“ Relevant primary-state estimated payments
âś“ Significant changes since your last tax return
âś“ Your estimated current-year federal tax position
âś“ Your estimated primary-state tax position when sufficient information is available
The purpose is to give you a clearer picture of what your current information indicates before the year is over.
COMPLETE MY ESTIMATED TAX PLANNING INTAKEWhat You’ll Receive
Your findings will be organized using the Tax Control Group™ framework:
UNDERSTAND
See what your current income, payments and available financial information indicate about your estimated tax position.
PRIORITIZE
Identify the estimated-tax obligations and issues that deserve attention now.
CONTROL
Understand the estimated payment recommended for the applicable planning period and what should continue to be monitored.
You’ll receive your written Estimated Tax Planning Summary™ and a 20-minute review session to discuss the results.
Focused on What You May Need to Pay Now
Estimated Tax Planning™ is a focused tax-projection service.
Its primary purpose is to answer:
“Based on what is happening right now, approximately what should I be paying toward my taxes?”
It is not the same as a comprehensive year-end strategy engagement designed to evaluate a broader range of tax-planning opportunities before year-end.
Important Information About Your Projection
Estimated Tax Planning™ is based on the information available at the time your projection is prepared.
Your actual tax liability may change because of additional income, expenses, deductions, credits, withholding, estimated payments, business activity, tax-law changes or other circumstances.
Tax Control Group™ does not guarantee that an estimated payment will exactly equal your final tax liability or eliminate an underpayment penalty.
What This Engagement Does Not Include
Your $397 Estimated Tax Planning™ engagement does not include:
- Tax return preparation
- Amended tax return preparation
- Bookkeeping or bookkeeping cleanup
- Payroll processing
- Tax-account investigation
- Tax-notice response
- Penalty abatement
- Collection matters
- IRS or state representation
- Multi-state tax planning
- Comprehensive year-end tax strategy
- Implementation of other tax recommendations
If additional services are needed, they will be discussed separately before additional work begins.
This engagement does not include a legal determination of worker status.
Your Financial Information Should Stay Protected
Tax returns, Social Security numbers, financial statements, bank records and other sensitive tax information should not be sent through ordinary email.
After completing your intake, you’ll be directed to the next step for securely providing the records needed for your Estimated Tax Planning™ engagement through the designated secure client portal.
COMPLETE MY ESTIMATED TAX PLANNING INTAKEWhat Should You Have Ready?
Depending on your situation, we may need:
âś“ Your most recently filed federal and state tax returns
âś“ Current year-to-date business income and expenses
âś“ Current profit-and-loss information, if available
âś“ Recent pay statements if you receive wages
âś“ Information about other significant income
âś“ Federal estimated-tax payments already made
âś“ State estimated-tax payments already made
âś“ Information about significant financial changes during the year
Important:
Do not send sensitive documents through ordinary email.
Your secure submission instructions will be provided after you complete your intake.
Let’s Get Started
Complete your Estimated Tax Planning™ Intake so we can begin evaluating your current-year tax position.
COMPLETE MY ESTIMATED TAX PLANNING INTAKE