Quarterly estimates, calibrated to your year

Instead calculates what you actually owe based on this year's income and the tax work you've done. Adjusts across every entity as your year changes. Pay what you owe. Not a penny more.

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Inside every quarterly estimate

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Built from this year's numbers

Real income, real expenses, real strategies, calculated for this quarter alone.
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Reflects your tax strategies

The savings work you've done this year flows into what you owe each quarter.

Adjusts as your year unfolds

New income, new expenses, new strategies. The agent recalculates your amounts.
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Adjusts as your year unfolds

1040-ES, 1120, 1120-S, 1065, and state estimates — across every entity in one place.

Calculates what you actually owe this year

Most business owners take last year's tax bill, divide by four, and overpay every quarter, handing the IRS a tax-free loan. Instead pulls in your prior return, factors in safe harbor rules, and accounts for the strategies and deductions you've actually claimed this year. See exactly what you owe and exactly why.
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Tax return analysis showing 44% savings result

Tracks estimates across every entity

Manage estimates for yourself, your C-corp, your S-corp, your partnership, and your trust in one place. What's been paid, what's due, and what's coming up across every entity you own and every jurisdiction you file in.
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Recalculates with every change

Had a big Q2? Sold an asset? Implemented a new strategy mid-year? The agent recalculates your remaining quarterly amounts. No more manual adjustments. No more guessing if you're still on track.
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Taxes owed dashboard with savings bar chart and tax deduction strategy cards

Checks every payment against safe harbor

The agent checks your payment schedule against safe harbor rules and flags when you're at risk. Adjust your projections mid-year and see updated amounts before the IRS sends a letter.
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Tax payment schedule with due dates and payment status

Built for every entity you have

Tax payment estimate card displaying quarterly amounts and deadlines

Individual estimates
(1040-ES)

Quarterly amounts for individuals and sole proprietors, federal and state.
Tax estimate card showing payment amount and filing deadline

Corporate estimates (1120/1120-S)

Quarterly requirements for C-corps and S-corps, calculated from your books.
Quarterly tax payment card showing New York amount.

Partnership planning (1065/1120-S)

Quarterly planning for partners and shareholders by distribution share.
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Do it yourself, work with your accountant

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Integrated knowledge base every step of the way
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Automated tasks and reminders to meet deadlines
Access to customer support to help you realize savings
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