- Why Quarterly Planning Matters
- The Four Quarterly Deadlines
- How to Calculate Your Payments
Why Quarterly Planning Matters
Waiting until April 15 to think about taxes is a recipe for stress and missed opportunities. Quarterly tax planning keeps you ahead of the curve and saves money.
The Four Quarterly Deadlines
Mark your calendar: Q1 - April 15, Q2 - June 16, Q3 - September 15, Q4 - January 15. Missing these dates means penalties and interest.
How to Calculate Your Payments
Use last year tax return as a baseline. Divide by 4 and adjust for any changes in income. Our team can help you calculate the right amount.
Benefits of Accurate Quarterly Payments
Avoid underpayment penalties, Cash flow predictability, Time to adjust if income changes, and Peace of mind year-round.
What Happens If You Underpay
The IRS charges underpayment penalties plus interest. The penalty is based on how much you underpaid and how long it was underpaid. It adds up fast!
We Are Here to Help
We serve clients nationwide via phone and zoom. No need to visit an office. Let us help you set up a quarterly payment plan that works for your business.
About the Author
Jason Astwood, Fractional CFO & Tax Strategist
As an IRS Enrolled Agent* and Financial Services Certified Professional®, Jason is a trusted authority in taxation, financial strategy, and business growth. He is the author of The S-Corp Playbook and the Director of Union National Tax, bringing over two decades of expertise in proactive tax planning, financial management, and compliance. Jason specializes in helping business owners minimize tax liability, optimize cash flow, and build long-term financial success. His combined expertise as a tax strategist, financial advisor, and Fractional CFO empowers entrepreneurs to scale their businesses with confidence.
