Quarterly Estimated Taxes
Expert CPA Guidance for Quarterly Estimated Taxes
Stay Compliant, Maximize Cash Flow, and Avoid IRS Penalties
Don’t let surprise tax bills derail your financial plans. If you’re earning income outside traditional employment, you may need to pay quarterly estimated taxes. Our CPA team specializes in navigating these complex requirements, ensuring you stay compliant with IRS and state regulations. We help you avoid penalties and optimize your tax strategy throughout the year.
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-Detelina Marinova
Business Owners and Partners
If you receive income from an S-corporation, C-corporation dividends, or partnership guaranteed payments, you likely need to pay quarterly estimated taxes. This includes single-member LLCs showing net income after expenses. Our CPAs help you navigate these complex business structures and ensure timely, accurate payments.
Investment and Passive Income Earners
K-1 income from private equity, law firms, oil & gas, real estate, or other business investments often triggers quarterly tax obligations. We also assist with significant investment gains reported on 1099-B, 1099-DIV, and 1099-INT forms. Our team helps you project your tax liability and avoid underpayment penalties.
Equity Compensation Recipients
If you receive equity compensation such as RSUs, ESPPs, ISOs, or NSOs, you may need to pay estimated taxes. These complex compensation structures can significantly impact your tax situation. We help you understand your obligations and plan for the tax implications of your equity payouts.
Self-Employed and Gig Economy Workers
Income reported on 1099-MISC or 1099-K forms, including consulting fees, contracting work, and income from platforms like eBay or Square, often requires quarterly tax payments. Our CPAs help you track your income, identify deductions, and calculate appropriate quarterly payments.
High-Income Earners and Unique Situations
Significant W-2 income with insufficient withholding can necessitate estimated tax payments. We also assist with unique situations like court settlements, gambling winnings, alternative investments, cryptocurrency gains, and property sales. Our team provides tailored strategies for these complex scenarios.
Your Personal and Business Accounting Team
George Dimov
President
Stan Shraybman, MBA, EA
Senior Tax Manager
Bob Liu, CPA
Senior Accountant
Xintian Wang, CPA
Senior Tax Manager
Our Quarterly Estimated Tax Services
Income analysis and tax liability projection
We meticulously review your income sources and financial data to accurately forecast your tax liability. This proactive approach helps you avoid surprises and plan your cash flow effectively throughout the year.
Customized quarterly payment schedules
We create a tailored payment plan that aligns with your income patterns and cash flow needs. This personalized schedule helps you meet your tax obligations without straining your finances.
Multi-state tax compliance for remote workers
Our experts navigate the complex landscape of multi-state taxation for remote workers. We ensure you're compliant with all relevant state tax laws, helping you avoid penalties and double taxation.
Integration of business and personal tax planning
We take a holistic approach, considering both your business and personal financial situation. This integrated strategy optimizes your overall tax position and helps you make informed financial decisions.
Adjustments based on income fluctuations
As your income changes throughout the year, we continuously update your estimated tax calculations. This dynamic approach ensures you're neither overpaying nor underpaying as your financial situation evolves.
Year-end tax optimization strategies
We implement strategic moves before year-end to minimize your tax liability. Our proactive planning helps you take advantage of all available deductions and credits.
Assistance with federal and state tax form preparation
We handle the complex paperwork associated with estimated taxes, ensuring accurate and timely filing. Our meticulous approach helps you avoid errors that could trigger audits or penalties.
IRS and State Tax Authority Representation
If questions arise about your estimated tax payments, we act as your advocate. Our experienced team communicates directly with tax authorities on your behalf, protecting your interests and resolving issues efficiently.
Get award-winning accounting services
Our expert CPAs are ready to help you navigate these complex requirements, ensure compliance, and optimize your tax strategy. With our personalized approach, you’ll stay ahead of your tax obligations while maximizing your financial potential.
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