Estimated Taxes

First Name(Required)

Please provide your full name.*

Initial

Last Name(Required)

Initial

Are you married?(Required)

What is your age as of 12/31/2022(Required)

Please provide spouse age if filing jointly

Do you Have Dependents?(Required)

Please provide total dependents and their age on 12/31/2022

Current Address(Required)

Street Address City State ZIP Code

At what number can your accountant reach you if there are questions?(Required)

Do you live outside the United States?(Required)

Business Type, if Applicable

Expected Business Profit or Loss

Expected Profit or Loss from Personally Owned Rental Property

Expected IRA or Pension Distribution

Federal Withholdings on IRA

State Withholdings on IRA

Taxpayer - Total Social Security Received so far this Year

Spouse - Total Social Security Received so far this Year

Taxpayer - Total Unemployment Compensation Received so far this Year

Spouse - Total Unemployment Compensation Received so far this Year

Other Income

State Estimated Taxes already paid so far this year

Federal Estimated Taxes Already Paid so far this year

Amount of College Tuition Paid, if Applicable

Please upload your latest paystub.

Max. file size: 1 GB.

You and your spouse's paystub should be uploaded here if filing jointly

Please upload prior year tax return

Max. file size: 1 GB.

Not applicable if we filed your prior year return

Other Documentation you want to be considered with your estimate

Max. file size: 1 GB.

i.e. profit & loss statement, property management statement, etc.

Enter additional information if any: