STEP 1: INITIATE YOUR TAX PROJECTION REQUEST

To begin, email your assigned tax professional to request a tax projection.

This step allows our team to:

+ Confirm the scope of the projection
+ Review timing and data requirements
+ Determine appropriate next steps based on your situation

If you do not have an assigned tax professional, our team will guide you through the appropriate intake process.

STEP 2: ENGAGEMENT & SCOPE CONFIRMATION

Once scope and timing are confirmed, you will receive an Engagement Letter for review and electronic signature.

The engagement letter outlines:

+ The scope of services to be provided
+ Responsibilities of both parties
+ Applicable fees and terms

Services will not begin until the engagement letter has been reviewed, signed, and accepted. This ensures accuracy, alignment, and clear expectations before projections are prepared.

STEP 3: COMPLETE TAX PROJECTION DISCOVERY FORM

Once your engagement is confirmed, you will need to complete the RC Tax Projection Discovery Form so our team can begin preparing your estimated tax projections.

+ If you are Married Filing Jointly, please complete one form per household, including information for both spouses.
+ Once the RC Tax Projection Discovery Form is complete you can begin uploading your supporting documents.

STEP 4: UPLOAD REQUIRED DOCUMENTS

You will be asked to upload all requested documents to your secure Client Portal.

To upload:

Log into your client portal atwww.richardcolins.com.

Navigate to: Documents > Folder View > Advisory > Advisory (current year) > Advisory (current year) PBC. Upload any related files into this folder

Timely and complete document submission is essential to ensure projections are prepared accurately and efficiently. Our team will reach out if any clarification is needed.

STEP 5: TAX PROJECTION COMPLETION & REVIEW CALL

Once your discovery form and documents have been received/reviewed, we will finalize your tax projections. Once complete, our team will schedule a Tax Projection Review Call.

During this call, we will:

+ Walk through your projected tax outcomes
+ Review key assumptions used
+ Discuss planning considerations and next steps

This ensures you understand the projections and how they may inform proactive tax planning decisions.