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

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 Includes

Three deliverables. One clear picture of your 2026 tax year.

2026 Tax Projection

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

2026 federal and state tax projection summary

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

Quarterly estimated tax payment schedule

See How We Work

Every Plan Begins by Understanding You!

Our Projection Process

Four steps, from your filed return to a projection you can act on. We combine specialized tax expertise with technology-enhanced analysis to build a projection grounded in your tax return, current-year information, and applicable 2026 tax law.

Enrolled Agent reviewing a tax projection with a client

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.

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.

architectural and low-angle photo of white high rise building

See what your 2026 numbers could look like before year end.

Start Your Tax Projection

See your tax bill before you decide

We project your 2026 federal and state tax from last year’s return and this year’s actual numbers. You see what you owe, what’s driving it, and what each decision would change, before you commit to a strategy or make a payment.

Structured around your deadlines.

Each projection sets your estimated payments to protect you from underpayment penalties. It counts the withholding you’ve already paid and is updated when your income changes, so your quarterly estimates keep pace with your year.

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

Important Disclosure: A tax projection is a planning estimate based on information available at the time of preparation, assumptions provided by the client, and federal and state tax law then in effect. Actual results may differ because of changes in income, deductions, credits, withholding, tax law, or other circumstances. A projection is not a tax return, audit, review, or other assurance engagement. Projected tax savings and estimated payments are not guarantees of final tax liability or of avoiding penalties or interest. Final figures are determined when your return is prepared. Dynamic Tax Advisory LLC does not provide legal or investment advice.