Seasonal tool
Year-End Tax Projection Signal Report
A clear, one-page snapshot of what might be worth reviewing before Dec 31 and the Jan 15 estimated tax deadline. Built for high-income professionals and business owners who want signal, not noise.
Build your year-end snapshot
Answer a few questions. We will generate a one-page Signal Report that highlights what to review before Dec 31.
Signal Report
Year-End Tax Projection
Complete the inputs to generate your one-page Signal Report. It will summarize the gap, why it matters, and the single question to ask before year-end.
Quick question to personalize your next steps
One tap helps us tailor your follow-up guidance.
This tool is for planning and coordination only. It does not provide tax, legal, or investment advice. Confirm deadlines and next steps with a qualified professional.
Want the short, decision-ready framework?
Read the Year-End Tax Projection guide for the checklist and CPA questions.
Decision support
Get clarity before the last window
The outcome is a clear range, not perfect math.
What a year-end projection is
A year-end projection is a visibility check. It shows whether a meaningful gap exists while there is still time to adjust.
Decision checklist
- Do you have a current income picture for the rest of the year?
- Are bonuses, RSUs, or distributions still pending?
- Do you know what has already been paid in tax?
- Will a gap change year-end decisions?
- Do you have documents ready for your CPA now?
Questions for your advisor
- What would move the projection by a meaningful amount?
- Which documents do you need now to avoid a late scramble?
- Should we adjust withholding or estimates this quarter?
