Liability Projection
Planning begins with a number.
Most tax planning begins with a product. Ours begins with what you owe. We rebuild your position from three years of returns and the current year as it stands, then project the liability to the dollar before a single recommendation is made.
Three years of returns reviewed line by line
Current year income, gains, and withholding rebuilt
Federal and state liability projected before any advice
The baseline every later decision is measured against
Overview
Why the number comes first
A strategy that cannot be measured against a known liability is a guess. So we do not propose one until we can tell you what you owe. The projection becomes the baseline, and every recommendation that follows is judged by how far it moves that number and at what cost.
Position Review
We read three years of returns alongside your entities, assets, and basis records. This is where missed depreciation, stranded losses, misclassified income, and elections that were never made tend to surface.
Current Year Construction
From wage statements, K-1s, realized gains, and payments made to date, we assemble the year as it actually stands, not as last year's return suggests it will.
The projection
The result is a written projection of federal and state liability with every assumption stated plainly. We review it with you before any planning conversation begins, and we revisit it as the year changes.
Know the number first
The Tax Position Analysis begins here, with a projection you can measure every decision against.
Begin
Start with a conversation.
Thirty minutes on your income, your entities, and whether planning will pay for itself. There is no charge and no obligation.