Quarterly estimates that calculate themselves
Stop scrambling before deadlines. Instead calculates what you owe, tracks what you’ve paid, and adjusts automatically when income changes—across every entity you manage.
Everything you need to manage quarterly estimates
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Calculations you can actually trust
Instead doesn’t just guess. It analyzes your prior year return, factors in safe harbor rules, and accounts for your current year projections. See exactly how much is due and why—with clear explanations you can share with clients or review yourself.
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Every entity, one view
Managing estimates for yourself and three businesses? Instead shows payment status across all of them in a single dashboard. What’s been paid, what’s due, what’s coming up—without jumping between spreadsheets or logging into multiple accounts.
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Income changed? Estimates adjust.
Had a big Q2? Sold an asset? Instead recalculates your remaining payments automatically. No more manual adjustments or wondering if you’re still on track. Your estimate schedule stays accurate as your year evolves.
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Avoid penalties before they happen
Instead monitors your payment schedule against safe harbor requirements and flags when you’re at risk. Adjust your projections mid-year and see updated payment amounts instantly—before the IRS sends you a letter.
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Strategic tax planning meets AI-powered compliance
Individual estimates
1040-ES calculations with federal and state amounts included
Corporate estimates
1120 and 1120-S quarterly requirements calculated automatically.
Pass-through planning
Partner and shareholder payment planning for 1065 and 1120-S distributions.
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Quarterly planning that finds savings, not just taxes owed
Save on taxes with accurate quarterly projections that enable strategic implementation across all entities and jurisdictions. By transforming compliance from a burden into a strategic advantage, you get penalty protection, deadline management, and comprehensive coverage that works year-round. All of this tax optimization is available for just $16/mo.
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