Tax Planning Appointment

Steps for A Successful Session

Preparing for your tax planning appointment has never been easier!

Actions to Follow:

  1. Book appointment – book online here and select ‘Tax Planning Session’
  2. Prepare for your appointment
  3. Submit any supporting documents 2-3 days prior to appointment
  4. Attend your appointment
  5. Post-appointment follow-up

 

Preparing for Your Appointment

Gather and review all income sources, amounts, and payments. Areas that will be discussed include:

  • Year-to-Date earnings
    • Employment income/Self-employment income
  • Social Security income
  • Untaxed income
    • Interest
    • Dividends
    • Capital gains
    • K1 income
  • Federal and state tax estimates already paid

Also, did you experience a life change that will alter your tax situation from the previous year? Some of the most common changes include:

  • Divorce
  • Purchase or sale of property
  • Inheritance
  • Gambling winnings or losses

It’s best practice is to set aside a dedicated time to pull all your information together. This will avoid rushing at the last minute and forgetting key information.

Submitting Documentation

  • If you have supporting documentation to share or discuss at your appointment, please provide in advance by:
    • Uploading to our secure online portal. Please visit our webpage for how to request access to our portal and instructions on accessing the portal if you already have a login and password set up.
    • Dropping off in-person to our office
    • Faxing to 203.272.1572

We will review your submitted documents ahead of your meeting. We require 2-3 days in advance.

Plan ahead and write down your questions! What’s confusing to you? What’s causing you stress or anxiety? No question is too small or too simple. Some of the most common ones we get are:

  • What are the new tax changes this year and how will they impact me?
  • What can I do differently to improve my tax situation?
  • What other advisory services do you offer that I’m not aware of?

Post-Appointment Follow-Up

By offering proactive, advisory guidance before year-end, we aim to improve client outcomes and provide greater confidence heading into tax season

One of the best ways to get ahead of your tax filing position is to pre-pay estimated taxes. See instructions for the IRS and the State of Connecticut.

Please note: Payments made must be for the given year, and under the Social Security number of the primary taxpayer.

IRS

All quarterly estimated tax payments must be paid electronically. The mailing of quarterly estimated tax payments will no longer be allowed.

For Individuals

  1. Log into your IRS Online Account.
  2. Select “Make a Payment” and choose “Estimated Tax”.
  3. Pay directly from your checking or savings account using Direct Pay (no fees), or use a debit/credit card (fees apply).
  4. Keep the confirmation number for your records.

Without Using an Account: If you prefer, you can also use IRS Direct Pay without logging in. You enter your Social Security number, name, and bank details to submit a payment.

  1. Call one of the IRS-approved payment processors listed on IRS.gov/payments.
  2. You can pay using a debit or credit card (processing fees apply).
  3. Keep your confirmation number for proof.

  1. Download the IRS2Go app on iOS or Android.
  2. Make a secure payment directly from your bank account or card.

You can also check your payment history from the app.

  1. Contact your bank for fees and setup.

Use this option if you need to make a large or last-minute payment.

For Businesses

  1. Ensure you are enrolled at EFTPS.gov (for newly created businesses)
  2. Once enrolled:
    1. Log in to your EFTPS account.
    2. Choose “Make a Payment.”
    3. Select “Estimated Tax” as the payment type.
    4. Enter the tax period and amount due.
    5. Schedule same-day or future-dated payments.
    6. You’ll receive a confirmation number as proof of payment

Tip: EFTPS allows you to schedule recurring payments for all four quarterly deadlines in advance.

Once logged in, you can:

  1. View your payment history.
  2. Make estimated payments using Direct Pay for businesses.
  3. Payments come directly from your bank account (no fees).

Connecticut

All quarterly estimated tax payments can be paid electronically or by US mail.

Individuals & Businesses

Individuals and businesses who already have a myConnect account may log in and pay through there.

  1. On the home page, click “Make a Payment or Estimated Payment” from the Individuals pane
  2. Click “Make an Estimated Payment” from the Estimated Payment pane
  3. Fill out your information, enter banking information and complete

Connecticut also provides paper vouchers (CT-1040ES) for mailing estimated tax payments with a check.

Contact us to prepare these vouchers for you.

Mail payments to the CT DRS address provided with the voucher.