A projection in the fall costs less than a penalty in April. Individual tax planning covers estimated payments, timing of income and deductions, and the moves that only work before December 31.
We build a year-end projection, identify the options that fit your situation, and give you the numbers to decide with.
Book a planning session
Share year-to-date income and expected changes
Receive a written projection and options
Execute before year end
Your return is prepared by the Gordon Tax team in Skokie, Illinois. Gordon Tax, LLC was founded by Andrew Gordon, a tax attorney and CPA, and has focused on crypto tax since 2014.
It is when there is equity compensation, a side business, a large sale, or a change in income. For a simple W-2 year, usually not.
Yes. Planning clients typically have us prepare the return so nothing is lost between the plan and the filing.
September through early December.
Hourly billing, estimated up front, with a deposit applied to the work.
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