Chart your next move with confidence—data-driven tax forecasts for relocations, equity events, and new ventures
Tax Projections & Scenario Modeling
Services Overview
Planning a move, job change, or equity event without knowing the tax outcome is like sailing without a chart.
Our Tax Projections & Scenario Modeling service delivers interactive, bespoke forecasts of your U.S. tax liability under any scenario—relocations, contract swaps, RSU vesting, investment sales, and more. We layer in federal, state, and local rules, foreign-earned income exclusions, tax credits, GILTI, PFICs, and treaty benefits so you can compare outcomes side-by-side. With our data-driven insights, you’ll pinpoint the optimal timing and structure to minimize tax drag and avoid unexpected liabilities.
Gain the foresight to steer your financial life with confidence—because every major decision deserves a precise forecast.
Frequently Asked Questions
What information do you need to run a tax projection?
We’ll ask for your anticipated income sources (salary, bonuses, RSUs, rental income, etc.), filing status, residency plans, and any existing foreign-income exclusions or credits. The more details you provide—such as expected equity-vest dates or relocation timelines—the more precise your forecast will be.
How accurate are the scenario models?
Our projections use current federal, state, and local tax rates plus up-to-date rules on the FEIE, GILTI, PFICs, and relevant treaties. While no model can predict future law changes, our side-by-side comparisons generally land within a few percentage points of actual liability, giving you reliable guidance for planning.
Can I compare multiple scenarios or “what-if” analyses?
Yes—while our models aren’t live-interactive tools, we’re happy to run as many bespoke scenarios as you need. Whether you want to test different move dates, salary levels, RSU vesting schedules, or rental income figures, we’ll deliver clear, side-by-side comparisons so you can choose the optimal path.
How long does it take to receive my projection report?
Most projections are delivered within 5 business days after you supply your information. If you have an urgent timeline, just let us know and we’ll do our best to prioritize your modeling.
What deliverables will I receive with my projection?
You’ll get a detailed report breaking down each scenario’s tax liability—line-item calculations, effective rates, and side-by-side tables—plus a concise narrative highlighting key trade-offs and our recommendation. Reports come in PDF and/or spreadsheet formats for easy review and sharing.
Additional Information
Chart your course with confidence—our projections serve as your personal tax compass, guiding you through complex U.S. rules before you set sail. While final liabilities can shift once returns are filed, these forecasts arm you with the insight to avoid surprises and make strategic moves. Ready to plot another scenario? Drop us a line, and we’ll steer you toward smooth sailing.
More Tax Advisory Services
Entity Structure & Business Setup Strategy
IRS Notices & Audit Defense
Multi-Jurisdiction Residency & Domicile Strategy
One-Off Consultation
Tax Projections & Scenario Modeling
Year-Ahead Tax Planning
Testimonials
Get In Touch
"*" indicates required fields