The Annual Tax Projection

One of The Five Critical Reports™, this tax projection is created during the four months prior to the end of the annual income tax period for every Ideal Client. Unlike the other Critical Reports, the format is established by the Subject Matter Expert creating it (usually 1 - 5 pages). Once the tax returns have been filed with the government, the tax return form (1040 in the U.S.) replaces this document as the Tax Critical Report.