Tax planning
Quarterly estimated tax service
Stop guessing, stop overpaying, and stop getting hit with underpayment penalties.
From $75 a quarter, or bundled with your annual return
If you're self-employed or run a business, the IRS expects estimated tax payments four times a year, and getting them wrong means either a penalty or handing the government an interest-free loan. With this service, you don't do the math. Each quarter I calculate what you actually owe from your year-to-date numbers and send you the amount, the due date and exactly how to pay it.
What's included, and who it's for
What's included
- A calculated payment each quarter, based on your real year-to-date income, not last year's guess
- A reminder before each deadline with the amount and how to pay
- Adjustments when your income changes mid-year
- Coordination with your annual return, so nothing is double-counted
- No more underpayment penalties from guessing too low
- No more interest-free loans to the IRS from guessing too high
Who it's for
- Self-employed and 1099 earners
- Small-business owners (Schedule C, S corp, partnership)
- Anyone with significant investment, rental or retirement income without withholding
- Anyone who got an underpayment penalty last year
Prefer to work it out yourself?
The 2026 estimated taxes page has the due dates, a quick safe-harbor estimator and the ways to pay. Or call 239-488-4555 and we'll run it from your numbers.
Questions? Let's talk it through.
The first conversation is free, with no pressure. Book a time that suits you, or just call.