Projecting EOY

Tax Forecasts for clients wanting proper evaluations. See if you will owe the IRS and receive a Tax Refund. Estimated tax payments will also be evaluated.

Adjust W4 for withholding adjustments. This way you do not have to worry about underpaying on your W2. Avoid penalties and extra tax due to incorrect withholdings.

Put money into Retirement for tax savings. Make SEP Contributions to minimize tax bill and grow savings.