Withholding Assessment

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When we are asked to determine if a client's withholding is adequate

Work type: Tax

Location: United States

Client industry: Generic

Version: 1 (Latest)

This template includes

	Team Tasks
	Invoice client for level of assessment ($150 basic; $250 with RSUs)	Bookkeeper
	Review paystubs relative to anticipated tax bracket and appropriate standard deduction
	Write letter to client with results of analysis and possible avenues of remediation if necessary
	Upload to Client Docs
	Schedule meeting to review with client
	If there are next steps for us, create new project

	Client Tasks Client Tasks
	Please upload 1 or more paystubs showing current and YTD deductions
	What is your anticipated gross salary?
	What is your anticipated filing status?
	What is the combined total of your annual mortgage interest and up-to-$10,000-of property tax?