Income and payments
Review year-to-date income, withholding and estimated payments alongside expectations for the remainder of the year.
Tax strategy
and year-round planning
Advice during the year, with a team that gets to know your income, investments and plans. We review your current tax position and discuss the decisions that could change it.
What the planning covers
Events on your calendar
Include a planned exercise, sale, move, contribution, distribution or other significant change.
Alternatives to compare
Evaluate the tax consequences of stated alternatives, with the assumptions and unresolved questions made clear.
Follow-through into the return
Carry the relevant records and decisions into return preparation when it is included in the engagement.
A working year
Review
Start with the filed return and the current year.
Project
Update income and expected tax payments.
Revisit
Review the events that change the projection.
Prepare
Carry the final records to the return preparer, or prepare the return when included.
An agreed rhythm, with room for new questions.
For year-round advisory, your lead contact coordinates the planning and reviews we agree. We keep the relevant tax history, analysis and open questions with the team so the next conversation can build on the last.
We agree the events to tell us about and the reviews appropriate to the engagement. Where needed, we coordinate with your existing advisors with your permission.
Related reading
A mid-year tax review
What has happened this year, what is expected next and which tax-payment assumptions need another look.
Read the article