2026 Tax Projections, Real Answers!

Know what you owe before the year ends. Dynamic Tax Advisory turns your prior-year return into a data-driven federal and state tax projection, a quarterly estimate schedule you can rely on, and side-by-side modeling of the decisions still in front of you.

Start Your Tax Projection

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Every Projection Begins with Your Return

Your filed return is the starting point, not a template. We confirm every line that carries forward, roll it into 2026 law, and show you the number, what is driving it, and what can still change.

What Your Projection Include

A simple, guided process built for measurable tax savings.

2026 Tax Projection

Federal and state AGI, taxable income, total tax, and your effective and marginal rates, before year-end.

Quarterly Estimate Schedule

Your January 15, 2027 payment, set to a safe-harbor method, with withholding already credited, plus a starting 2027 schedule.

Your baseline side by side with the moves you are considering, ranked by total tax, delivered in a written, client-ready report.

Scenario Modeling

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Our Projection Process

When you work with Dynamic Tax Advisory, you can expect more than a list of strategies. You’ll receive a structured, proactive planning experience built around clear communication, measurable value, and compliant execution, so you understand what we’re doing, why it matters, and what happens next.

2. 2026 Actuals

We roll your position into 2026 law, including the new deductions for tips, overtime, qualified vehicle loan interest, and taxpayers 65 and over, and choose the safe-harbor method that protects you from underpayment penalties.

3. Scenario Modeling

You receive a written projection and payment schedule, and we go through it with you. The projection also serves as the baseline for any strategy we implement.

1. Read and Review

We review your filed prior-year return and confirm every figure that carries forward: filing status, state of residence, pass-through income, and credits.

4. Projection Report

We model the decisions in front of you, such as an S-corp election, a Roth conversion, or a property sale, against your baseline, so you compare outcomes rather than opinions.

Some of the Questions a Projection Answers

Should you elect S-corp status?
We set a supportable reasonable compensation and weigh the payroll-tax savings against the QBI deduction you give up.
How much can you convert to a Roth this year?
We find the amount that fills your current bracket without pushing you into the next one.
How much of your Social Security will be taxed?
We show where your provisional income falls against the thresholds and what would change it.
Will more income raise your Medicare premiums?
IRMAA surcharges are based on income from two years earlier, so we check this year’s decisions against the premium tiers.
How much more income fits in your bracket?
Know this before you time a bonus, a distribution, or a sale.
What does a change in income really cost?
Your full marginal rate, including self-employment tax, Medicare surtaxes, and QBI phase-outs.

Make the value visible before you decide

We use the ROI Method to quantify the expected financial impact of the strategies we recommend, so you can clearly see the “why” behind the plan and the projected value before committing to the engagement.

Structed around results.

The ROI Method helps us set a fixed advisory investment using a consistent scoring approach based on expected return, complexity, and implementation effort, so pricing is transparent and aligned with value, not billable hours.

Why Us

Because your estimated payments should reflect this year, not last year. We identify which safe harbor applies to you: 90% of this year’s tax, or 100% of last year’s (110% if last year’s AGI was over $150,000). We then build your payments to meet it, account for withholding, and document every assumption. You get clarity, confidence, and no surprises in April.

Start Your Tax Projection