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
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)
Year To Date Financials.
Upload or provide us access on the questionnaire.