08/10/2026
MID-YEAR WITHHOLDING CHECKUP — $149
April is decided in August. Most people don't find that out until it's too late to matter.
Here's what happens:
✓ You send a recent check stub — both spouses if married
✓ We project what you'll actually owe for 2026 ✓ We compare that against what's being withheld right now
✓ You get a written one-page summary of exactly where you stand
✓ If adjustments are needed, we give you the precise W-4 entries to make
You set the goal. Some people want a refund. Some want to break even and keep more in every paycheck. Both are achievable — but only while there's still year left to work with.
There are five months of paydays remaining. That's enough to correct a real shortfall. By November it isn't.
This matters most if you got married, had a baby, started a second job, picked up 1099 income, or got a raise this year. Withholding does not adjust itself for any of that.
$149 flat, and $50 credits toward your 2026 tax prep.
Prepared by an Enrolled Agent — federally licensed to represent taxpayers before the IRS.
Send us a message or call/text us at 865.359.0228
