Interactive tool

Tax projection timeline.

Set your revenue, margin and effective rate, then move the month you start planning. Watch how much of the available savings is still on the table.

Calculator 01

Tax Projection Timeline

When you project, not what you owe, determines what you save.

Annual revenue$2.40M
Net margin22%
Effective tax rate35%
Month you start planningMay
JANMARMAYJULSEPNOV
Projected liability$184,800
With strategy$155,355
You keep$29,445
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What it shows
A projected liability and a savings curve tied to the month you start.

Enter an annual revenue, a net margin and an effective tax rate, and the calculator estimates a projected liability: revenue times margin times rate. That number does not move when you change the planning month. What moves is the savings curve behind it. Most of the strategies that reduce a tax bill (elections, entity changes, retirement contributions, equipment purchases timed against depreciation rules) have deadlines. The later in the year you start engaging with them, the fewer are still open, and the smaller the realistic savings get. The chart plots that decay across the twelve months and marks where your selected month falls, then applies it to your projected liability to show a net figure and a dollar amount you keep.

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What the real version adds
Your actual returns, schedules, entity and state code.

This version uses three sliders and one curve. A real projection replaces all of it with your actual filed and year-to-date returns, real depreciation schedules including bonus depreciation and Section 179 elections, your actual entity structure, and your state's specific tax code, since state treatment of the same strategy can vary widely. From there we identify which strategies you still qualify for given your timeline, model each one against your numbers, and sequence them before the deadlines that apply to you close.

This tool is illustrative only and is not tax advice for your situation.

Start with the numbers

The first review is free. We will look at your current situation, identify the areas worth modeling, and tell you whether there appears to be a meaningful planning opportunity.

Get the real number