Estimators

What you will owe, and what we would charge

Two quick estimates from the figures you already know. Your partner confirms both at the first consultation.

Revenue minus expenses, before your own draws.

Wages, interest, a spouse’s pay on a joint return.

Withholding from wages plus estimates paid so far.

Pay each quarter

 

Estimated tax for the year  

Taxable income
 
Self-employment tax
 
Federal income tax
 
Already withheld or paid
 
Still to pay
 

Payment dates

  • Apr 15, 20261st payment
  • Jun 15, 20262nd payment
  • Sep 15, 20263rd payment
  • Jan 15, 20274th payment
Book a planning call

An estimate for planning, not tax advice. It leaves out credits, the QBI deduction, state tax and anything else particular to you. Your partner works out the real figure with you.

Quarterly tax

Estimate your quarterly payments

Revenue minus expenses, before your own draws.

Wages, interest, a spouse’s pay on a joint return.

Withholding from wages plus estimates paid so far.

Pay each quarter

 

Estimated tax for the year  

Taxable income
 
Self-employment tax
 
Federal income tax
 
Already withheld or paid
 
Still to pay
 

Payment dates

  • Apr 15, 20261st payment
  • Jun 15, 20262nd payment
  • Sep 15, 20263rd payment
  • Jan 15, 20274th payment
Talk to Daniel Reed

An estimate, not advice.

Fees

Estimate your monthly fee

Three numbers you already know.

Estimated monthly fee

 

/ month

Your engagement letter fixes the fee before work begins.