Pay
Withholding and Estimated Taxes
Project current-year income and payments, identify a potential balance due or overpayment, and consider adjustments before filing season.
Proactive tax planning and projections
Make tax decisions before the deadline makes them for you.
Authoritax helps individuals, investors, and business owners estimate upcoming tax obligations, compare practical options, and create a clear action list before year-end or another important financial decision.
Current-year projections
Decision-focused analysis
Written action steps
Planning for the decisions that can change your tax picture
Good planning is not a generic list of deductions. It focuses on a real decision, uses the best information currently available, and gives you time to act.
Biz
Business Owner Planning
Review income changes, estimated payments, compensation, retirement contributions, equipment purchases, and other time-sensitive business decisions.
Invest
Investment and Retirement Decisions
Estimate the tax effect of capital gains, loss harvesting, retirement distributions, Roth conversions, charitable giving, and other proposed transactions.
How tax planning works
The engagement is organized around your question, the available data, and the deadline for taking action.
Define the decision
Tell us what changed, what you are considering, and when you need to make the decision.
Confirm the scope
We identify the analysis needed, confirm whether the work is a good fit, and provide a written engagement scope.
Build the projection
Upload current income, withholding, business, investment, and other relevant information through the secure portal.
Choose your next steps
Review the projection, assumptions, alternatives, and action items while there is still time to implement them.
Common reasons to plan before year-end
The value of planning often comes from seeing the tax effect before a transaction is completed or before the final estimated-payment deadline arrives.
Income changedNew job, bonus, business, or retirement
A sale is being consideredInvestments, business interests, or property
Retirement choicesDistributions, conversions, and contributions
Payments feel uncertainWithholding and quarterly estimates
When tax and investment decisions overlap
Some planning questions involve both tax analysis and investment implementation. Authoritax can coordinate with your investment adviser when you authorize it.
- Authoritax provides the tax-planning analysis under a separate tax-services engagement.
- Longhouse Wealth Management provides investment advisory services only under its own advisory agreement.
- You are not required to become a Longhouse client to engage Authoritax for tax planning.
- You may use another adviser or implement tax-planning recommendations yourself.
Tax planning questions
Quick answers about projections, timing, deliverables, and the relationship between planning and tax-return preparation.
Who can benefit from tax planning?
Planning may be useful for people with changing income, self-employment, investment gains, retirement distributions, a proposed Roth conversion, rental activity, estimated payments, or another decision with a meaningful tax effect.
When should I request tax planning?
Start before the transaction or deadline whenever possible. Year-end planning is most useful while there is still time to adjust withholding, make an estimated payment, complete a transaction, or choose among available alternatives.
Is tax-return preparation included?
Not automatically. Tax planning and tax-return preparation are separate services. Your written engagement will identify whether it covers planning only or includes other agreed tax work.
Does tax planning guarantee a particular result?
No. A projection is based on the information and assumptions available when it is prepared. Actual tax results can change because of later income, transactions, law changes, incomplete information, or other facts.
Do I have to use Longhouse Wealth Management?
No. Authoritax and Longhouse Wealth Management provide separate services under separate agreements. You may work with another investment adviser or implement appropriate tax-planning action items yourself.
Have a tax decision you want to make with more clarity?
Tell Authoritax what is changing, what decision you are considering, and when you need to act. We will review the inquiry and explain the next step if the planning work is a good fit.
Authoritax provides tax preparation, tax planning, and related tax support services. Information on this page is general and is not legal, tax, investment, or financial advice for your specific circumstances. Projections depend on the information and assumptions available when prepared. Services begin only after Authoritax accepts the engagement in writing. Longhouse Wealth Management is a separate investment advisory business, and its services require a separate advisory agreement.