Quarterly Estimated Taxes Book a free call

What to have ready

The most useful thing is last year's return, open to the total tax line. That's the number we start from, not your refund or the amount you owed. If you didn't file last year, say so at the start, and we'll go straight to this year's numbers.

If this year is very different from last year, bring your books for at least one recent month. That means the month is finished and your accounts match your bank statement. If your books aren't there yet, that's fine. We'll set the next payment from last year's tax and help you get the books caught up.

If you get a paycheck, bring your year-to-date withholding from your payroll company, or tell us you don't get one. We can talk about how much tax your wages should take out. We can help set your payroll up. After that, the payroll company you choose runs each payday.

You can bring an IRS letter too. We'll match its date to April, June, September or January and go over the penalty with you. If the letter is in your company's name, tell us, because your payments and the corporation's payments are separate.

The call is 30 minutes, and it's free, whichever due date is next. If you'd like us to keep helping after the call, we put the work and the fee in a letter we both sign first. If the calendar doesn't load, use the form on the home page or any other page of this site.

June is the date people ask about most, because it covers only April and May. Any of the four dates is a good reason to book. Tell us which period you're in when the call starts. Once we've worked out the amount, you pay the IRS yourself through your IRS online account or Direct Pay, and it takes a few minutes.

Not sure which due date is next? That's fine. Tell us today's date and whether you've made any payments this year. We'll figure out the next date at the start of the call.

Your bookkeeper or spouse is welcome to join. If someone else keeps your books or files your personal return with you, it often helps to have them on the call.

Can't find last year's return? Sign in to your IRS online account and download the free return transcript. It shows the total tax line we need.

The call is by video. You can share your screen if you'd like us to look at a return or a report together, but you don't have to.