The 7‑Figure Owner’s Year‑Round Tax Playbook
Never miss a savings window. Use the planner and checklist to align payroll, purchases, retirement, and credits before deadlines hit.
Q1 (Jan–Mar)
- Jan 31: Send W‑2s & 1099‑NEC — to employees/contractors
- Mar 15: File S‑Corp/Partnership returns — or file extension
- Quarterly: Accountable plan reimbursements — mileage, home office, etc.
Q2 (Apr–Jun)
- Apr 15: Q1 estimated taxes due
- May 15: State franchise tax (e.g., TX) — if applicable
- By Jun: Mid‑year entity/comp review — reasonable salary, §199A planning
Q3 (Jul–Sep)
- Jun 15: Q2 estimated taxes due
- Aug: Capex review — §179/bonus timing before year‑end
- Sep 15: Partnership/S‑Corp extension deadline
Q4 (Oct–Dec)
- Oct 15: Individual & C‑Corp extension deadline
- Nov: Year‑end payroll planning — bonuses vs. distributions
- Dec 31: Finalize retirement & charity moves — 401(k), DB plan, DAF
Deadlines can shift for weekends/holidays and differ by state. Confirm each year.
Quarterly Estimated Tax Planner
Compares prior‑year safe harbor to current‑year (90%) and uses the lower amount.
Your figures
Plan
This planner does not apply state rules, penalty waivers, or irregular withholding timing. Verify with your CPA.
Educational planner. Confirm federal/state specifics with your CPA.
Get the full playbook (PDF + editable checklist)
Quarter-by-quarter deadlines, owner pay/entity reminders, and links to IRS notices we rely on.
Common questions
How the planner applies safe harbor rules, calculates quarterly targets, and what’s included.
Lock in a smarter 12-month tax plan
Turn your estimate into action. In one session we will set precise quarterly payments, dial in owner pay and payroll, map credits and deductions, and give you a step-by-step timeline so you stop overpaying and stay compliant.