Why are you most interested in a tax projection?(Check all that apply)Determine if/how much I should plan on paying in estimated payments by the end of the year. Assist in making a decision by the end of the year (retirement accounts, purchases, etc.) Cash flow planning I want a projection because: blanks.
What changed for you this year?(Check all that apply)Changed jobs/lost my job Income was significantly different from last year Married/Divorced/Separated Number of dependents Changed my payroll withholdings Bought or sold property Made/cashed out investments (including crypto currency) Started a business (rented property, began farming, etc.) Other happened this year: .
Did any of these apply to you this year?(Check all that apply)I received a stimulus payment this year totaling: $ How do I know if/how much I received? Set up an IRS account to view any payments you may have received.I have been receiving Child Tax Credit Advance payments (CTC) this year totaling: $ How do I know if/how much I received? Set up an IRS account to view any payments you may have received. I have made estimated payments for this tax year to the IRS totaling $ and/or NY State totaling: $
Upload any of the following documents which applied to you this year in the File Upload section below or on our website at: rac-co.com/tax-projections
BUSINESS OWNERS ONLY: We will need a copy of or access to your year-to-date financials.I have uploaded our financials which are reconciled through this date: I use QuickBooks Online and RAC already has access to our financials. We do not have current financials and would like RAC’s assistance by the year end. I completed the NY State Pass-through entity tax (PTET) election for this year. How do I know if filed this? Set up a NYS Online account to view your elections.