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Tax planning & advisory
Income Tax Projections
- Determine overall tax liabilities and future tax liabilities
- Determine approximate tax related to the sale of stock, the sale of a building, a Roth conversion, lump-sum income items, and more
- Assist employees in filling out Form W-4 to elect payroll tax withholdings
- Maximize low tax brackets
Calculation of Quarterly Estimated Income Tax Payments
- Calculate and deliver quarterly estimated tax payments based on dialogue between our team and the client
- Recalculate quarterly estimated tax payments due to changes in income
Retirement Planning
- Cash flow analysis and budgeting for retirement
- Proactive tax forecasts for income earned in retirement.
2026 Tax Prep Bootcamp
The 2026 Tax Preparation Bootcamp is a practical training program designed to help students build a strong foundation in individual income tax preparation. It introduces key tax concepts, filing requirements, income reporting, deductions, credits, business schedules, depreciation, amendments, e-filing procedures, and professional ethics. You will learn how to approach tax returns with accuracy, due diligence, and confidence while using IRS publications and tax guidance as supporting references.