Quarterly Estimated Taxes

Estimated tax payments are generally used to pay tax on income that is not subject to withholding, or when withholding may not cover the amount due. The appropriate payment can depend on income, deductions, credits, and withholding.

Prepare for a review

Gather records of income received, federal and state withholding, prior estimated payments, and your most recent tax return if available. A simple checklist of what to gather keeps the first meeting short and focused.

Questions are explained in everyday words, so you understand what is being filed and why. You can talk through your situation in a consultation that fits around your workweek. Consider booking before the start of a tax season or payment period if you need time to collect records.

• Review income and withholding information you provide
• Discuss estimated payment dates and relevant records
• Talk through questions about your estimated tax situation

Payment dates and requirements depend on the tax year and individual circumstances. Bring any payment confirmations and notes about changes in income. This service page does not state a payment amount; discuss your circumstances and records during a consultation.