📦 What is it?

The projection will show the tax situation in different scenarios
It usually will be done for the current year and /or the next 3 to 5 years
The comparisons help you identify which scenario gives you the best result and maximizes your benefits.

🛒Who will need it?

Find out if you are subject to quarterly estimated tax requirement. If yes, how much is required? In general, self-employed person usually needs to pay estimated tax. As a regular w2 person, if you receive extra incomes (e.g. RSUs, Options, Capital Gain) or you expect to have lower income compared to the previous tax year, you probably need to pay estimated tax.
If you plan to do a Roth conversion, how much should you convert and what will be the additional tax due?
If you would like to set up a donor advised fund, how much should you do? What will be the maximum amount to max out your benefits?
Before the year-end, would you like to know if there will be a refund or tax due? Your tax situation could be changed when you have a life event. (e.g. change of filing status, getting married, having a new born baby)
Before exercising stock options, how much should you exercise before triggering the AMT tax?
If you have some tax planning strategies in mind, before executing, a dollar to dollar tax projection reports will help you make an informed decision.

💰What does it cost?