What is this?

Tax Preparation is done after the year has ended.  Tax Forecasting is the valuable tool to determine the amount of taxes owed based on the decisions a client made throughout the taxable year BEFORE the year is through. 

How does it help me?

As clients make financial decisions throughout the tax year Pry Professional Group’s Tax Forecasting process will allow the client to see the consequences of those decisions in real-time.  This information will allow the client to make an informed decision prior to the end of the year. 

As the Alternative Minimum Tax rates change and are reformulated it will be essential for clients to know where they stand prior to year end. 

Who do I contact for questions?

For more information on using the Pry Professional Group’s Tax Services to project future tax implications and comply with current tax regulation, contact Chuck Stumpp at cstumpp@PryGroup.com or 419-423-4481.

What do I need to bring?

You will need to bring prior year income tax returns, current year-to-date income or projected income, and monthly/quarterly investment statements.