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Income Tax Projections

Click on the icon below to complete the
Income Tax Projection Questionnaire

(Be sure to check the box at the bottom of the questionnaire indicating that you accept the terms of our
Income Tax Projection
Engagement Letter

Collect the following documents:


  • Most recent paystubs for each taxpayer in the household

  • Record of any estimated payments made to the IRS and/or NYS

  • Documentation of any large investments or non-payroll income (including property transactions)

​Business Owners

  • Year To Date Financials.

    • Upload or provide us access on the questionnaire.​

Upload your income tax
tax projection documents:

(click the upload documents button to begin uploading)

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