One price, paid up front.
Pay online in two minutes. We reply within one business day to schedule or ask for documents. If we can't take on the work after reviewing your details, you get a full refund.
Quarterly estimated tax plan, 2027
$199for all of 2027
Four federal and state estimate calculations, each sent before its due date.
- Due dates: Apr 15, Jun 15, Sep 15 and January 18, 2028
- Based on your real year-to-date numbers
- Federal and state
- Payment instructions and reminders
Next estimated tax payment
$59due January 15, 2027
Your fourth 2026 payment worked out, federal and state.
- Year-to-date numbers reviewed
- Safe-harbor check
- Federal and state amount
- How and where to pay
Four payments, no guesswork, no penalty.
- The right amountNot a guess: we work from your year-to-date profit and last year's return.
- Penalty protectionWe use the safe-harbor rules so you avoid an underpayment penalty.
- Federal and stateAny state we prepare returns for (every state except Connecticut, Maryland and Oregon).
- RemindersAn email with the amount and how to pay, before each due date.
Your work is done by Zain Merchant and his team of tax and accounting experts. Zain: Big Four (ex-PwC) · PTIN/EFIN tax preparer, over 10 years of accounting, audit and tax experience.
Questions, answered
Generally, anyone who expects to owe $1,000 or more in federal tax when they file, after withholding and credits. New Jersey's threshold is $400 and New York's is $300. Freelancers, 1099 contractors and business owners usually do.
For 2027: April 15, 2027, June 15, 2027, September 15, 2027 and January 18, 2028. The last 2026 payment is due January 15, 2027.
Pay at least 90% of this year's tax or 100% of last year's (110% if your prior-year income was over the IRS high-income limit), spread over the four due dates.
Yes: our quarterly estimated tax calculator gives a good estimate. The plan is for people who want it checked against real numbers each quarter.
Other things we can take off your plate.
Checked against official sources.
Not sure this is the right fit?
Book a 30-minute call or phone (347) 205-4468. We'll tell you what we'd do and what it costs before any work starts.
General information, not tax or legal advice. Prices are per service as described; anything outside the scope is quoted before we start. State returns are not available for Connecticut, Maryland and Oregon. Reading this page doesn't create a client relationship.
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