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Expert Tax Preparation for Every Need
Whether you're filing a personal return or managing complex corporate tax obligations, our CPAs deliver year-round support with upfront pricing.
More Than Just Preparation—Prevention
Tax projections are forward-looking estimates of your tax liability based on current income, deductions, and life changes. We analyze your financial situation throughout the year to help you avoid surprises and optimize your tax strategy before year-end.
Proactive Planning for Every Situation
For Individuals
- Self-employed or freelancers with variable income
- High earners with complex investment portfolios
- Anyone expecting major life changes (marriage, home purchase, inheritance)
- Multi-state income earners
- Those who've owed significant taxes in prior years
- Anyone planning large charitable contributions or business expenses
For Businesses
- Startups and growing companies with fluctuating revenue
- Businesses considering major purchases or investments
- Companies planning bonuses or profit distributions
- Multi-state operations with complex tax obligations
- Businesses evaluating entity structure changes (LLC to S-Corp, etc.)
- Any company wanting to optimize quarterly estimated payments
How We Help You Stay Ahead
Financial Review
We analyze your current YTD income, deductions, and prior year returns
Scenario Planning
We model different scenarios: business expansion, investment sales, year-end bonuses, etc.
Tax Liability Estimate
Receive a detailed projection of your federal and state tax obligations
Strategic Recommendations
We identify specific actions you can take to reduce your tax burden
Clear, Actionable Insights
- Detailed tax liability projection (federal & state)
- Estimated quarterly payment schedule
- Itemized breakdown of income, deductions, and credits
- Strategic recommendations for tax reduction
- "What-if" scenario analysis (optional add-on)
- 30-minute consultation to review findings
- Written summary and action plan
Opportunities We Help You Capture
Retirement Contributions
Max out 401(k), IRA, SEP-IRA before year-end
Business Expenses
Accelerate deductible purchases (equipment, software)
Charitable Giving
Strategic donation timing and bunching
Income Timing
Defer or accelerate income based on projections
Tax-Loss Harvesting
Offset capital gains with strategic sales
Entity Structure
Evaluate S-Corp election or other entity changes
When to Get a Tax Projection
The best time for a projection is now—the earlier you plan, the more options you have.
Q2 (Apr-Jun)
Mid-year check-in—adjust estimated payments and strategy
Q3 (Jul-Sep)
Planning window—identify major year-end moves
Q4 (Oct-Dec)
Final execution—implement tax-saving strategies before deadline
Why C & C for Tax Projections?
Experience Meets Proactive Strategy
CPA-Level Accuracy
Dynamic Updates
Personalized Guidance
Ready to Take Control of Your Tax Future?
Book a Free Tax Projection Consultation