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Estimated Taxes
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How Many Dependents Do You Have?
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At what number can your accountant reach you if there are questions?
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Do you live outside the United States?
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Yes
No
Quarter for which you're estimating:
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Q1 (Jan - Mar)
Q2 (Apr - May)
Q3 (Jun - Aug)
Q4 (Sep - Dec)
Full Year - For clients completing tax plans
Select all that apply
Income Year to Date:
Please provide details of your income from the various sources listed below up to the current date of this year.
Business Profit/Loss:
Business Type,
Sole Proprietorship
Partnership
S-Corporation
C-Corporation
Not Applicable
Profit / Loss from Personally Owned Rental Property:
IRA Distribution:
Pension Distribution:
Federal Withholdings on IRA & Pension:
State Withholdings on IRA & Pension:
Social Security:
Federal Withholdings from Social Security:
Unemployment Compensation:
Dividends:
Interest Income:
Year to Date Capital Gains/Losses
Other Income, please specify:
Itemized Deductions Year to Date
Please provide details of your deductions from the various sources listed below up to the current date of this year.
Mortgage Interest:
Property Taxes:
Charitable Donations:
Amount of College Tuition Paid:
Federal Estimated Taxes:
State Estimated Taxes:
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:
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