Avoid tax surprises with proactive quarterly tax planning and estimated payment guidance designed for self-employed individuals and small business owners.

Stop Guessing About Your Tax Bill

One of the biggest challenges for business owners and self-employed individuals is knowing how much they actually need to save for taxes.

Unlike W-2 employees who have taxes withheld from each paycheck, business owners are responsible for making their own estimated tax payments throughout the year.

Missing payments or underestimating your taxes can lead to:

• Unexpected tax bills

• Penalties and interest

• Cash flow problems

• Stress during tax season

At Knobbe & Associates CPA, we help business owners stay ahead of their tax obligations through proactive quarterly tax planning and estimated payment guidance.

Is This Service Right For You?

This service is designed for:

✔ Self-employed individuals

✔ 1099 contractors

✔ Realtors

✔ Insurance agents

✔ Consultants

✔ Small business owners

✔ Freelancers

✔ Anyone with income that does not have taxes withheld

What's Included

Your Quarterly Estimated Tax Planning Service includes:

✓ Quarterly review of income and expenses

✓ Estimated federal tax calculation

✓ Estimated Iowa/state tax calculation

✓ Recommended quarterly payment amounts

✓ Review of business deductions

✓ Tax projection updates throughout the year

✓ Guidance on tax savings opportunities

✓ Year-end tax planning recommendations

✓ CPA support when tax questions arise

Our Process

Step 1: Initial Tax Review

We'll review your income sources, business activity, deductions, and prior tax situation.

Step 2: Create Your Tax Projection

We'll estimate your annual tax liability and determine appropriate quarterly payments.

Step 3: Quarterly Check-In

We'll update your projection as your income and expenses change.

Step 4: Stay Ahead

You'll know what to set aside and avoid the surprise tax bill at the end of the year.

Why Work With Knobbe & Associates CPA?

Quarterly taxes shouldn't be a guessing game.

Many business owners wait until tax season to find out what happened. By then, opportunities may have already passed.

Our goal is to help you make informed decisions throughout the year so you can manage cash flow, reduce surprises, and stay financially organized.

Frequently Asked Questions

Who needs to make quarterly estimated tax payments?

Generally, individuals who expect to owe $1,000 or more in taxes after withholding and credits may need to make estimated payments. Your situation depends on your specific income and tax circumstances.

Can you help me figure out how much I should set aside?

Yes. We'll calculate recommended payments based on your projected income, deductions, and tax situation.

What if my income changes throughout the year?

That's common for business owners. Quarterly reviews allow us to adjust your projections as your business changes.

Do you submit the payments for me?

We provide the recommended payment amounts and guidance. Payments are made directly by you through the appropriate tax authority systems.

Can this be combined with bookkeeping?

Absolutely. Many clients combine bookkeeping and quarterly tax planning for a complete year-round financial strategy.

Ready to Take Control of Your Taxes?

Don't wait until April to find out what you owe.

Schedule your Quarterly Estimated Tax Planning service today and stay ahead of your tax obligations all year long.