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: .
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: .
Total estimated tax payments made this year?
IRS: NYS:
Upload any of the following documents that applied to you this year in the secure File Upload section below:
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. Did you purchase any single asset worth over $2,500? Did your business begin repayment of any large loans this year, such as EIDL? 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.