Seasonal tool
Year-End Tax Projection Signal Report
A clear, one-page snapshot of what might be worth reviewing before Dec 31 and the Jan 15 estimated tax deadline. Built for high-income professionals and business owners who want signal, not noise.
Build your year-end snapshot
Answer a few questions. We will generate a one-page Signal Report that highlights what to review before Dec 31.
Signal Report
Year-End Tax Projection
Complete the inputs to generate your one-page Signal Report. It will summarize the gap, why it matters, and the single question to ask before year-end.
Quick question to personalize your next steps
One tap helps us tailor your follow-up guidance.
This tool is for planning and coordination only. It does not provide tax, legal, or investment advice. Confirm deadlines and next steps with a qualified professional.
