Tax Support & Quarterly Estimated Payments

Get Tax Support and Guidance on Quarterly Payments

Ongoing Tax Planning & Quarterly Estimate Guidance

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We are here to help you estimate how much you should be setting aside based on your year-to-date income, expenses, and projected tax liability. Instead of just dividing last year’s tax bill by four, we take a more nuanced approach, adjusting for fluctuations in income or deductible expenses so your quarterly payments are more accurate.
Our goal: protect you from the risk of underpayment penalties while keeping your cash flow manageable.
We also work with your CPA or tax advisor to align on safe-harbor strategies and make sure your quarterly tax payments are calculated in a way that best suits your business structure.

Preparing & Filing Your Estimated Tax Payments

Once we’ve modeled your expected tax liability, we help you generate and schedule your estimated tax payments. These are often calculated using IRS Form 1040‑ES for individuals and pass-through business owners.
We track due dates and set up reminders so payments go out on time, minimizing the risk of costly IRS penalties.
If your income or expense profile changes mid-year — a big contract, a new expense category, or a shift in revenue — we revisit the calculation. This flexibility ensures your quarterly payments remain aligned with your actual financial situation.
We also recommend setting aside a dedicated tax-savings account, so the cash for your quarterly payments is segregated. This helps you avoid scrambling for funds when due dates arrive.

Why Choose Cary Bookkeeping Service for Tax Support?

Proactive planning: We don’t wait until year-end — we build a tax strategy throughout the year.
Accuracy-driven: We adjust for real-time income and expenses, not just last year’s numbers.
Partnership mindset: We collaborate with your CPA or tax preparer to align your book‑keeping and tax strategy.
Stress reduction: With our help, you avoid surprise tax bills and IRS underpayment penalties — and gain peace of mind.

Let Cary Bookkeeping Service manage your quarterly tax estimates and tax planning so you can focus on growing your business — not scrambling when April rolls around.

Testimonials

Mike Reitzel at Cary Bookkeeping Service has been fantastic to work with. He kept everything simple and straightforward, which made managing my company’s books stress-free. Mike was always on top of getting the necessary information to my CPA when needed, which made tax time a breeze. On top of that, his services are very cost-effective without sacrificing quality. I’d highly recommend Mike to any business owner looking for reliable and professional bookkeeping support.

Christopher Douglas

Big Red Dog Marketing