Q3 Estimated Tax Reminder — Fox Tax Newsletter

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Quarter 3 Estimated Tax Due: September 15

If you normally make quarterly payments, remember to pay those by the 15th.

Pay online using the links on our website
If we helped you make those back in the spring, check your online portal "Documents from Preparer" folder for vouchers listing amounts due.

NEED HELP ADJUSTING ESTIMATES?

Having an unexpectedly good financial year?
Let us know and we can help adjust estimates higher for Q3 and Q4 while also looking for ways to lower your tax burden.

Having an unusually low earning year?
Maybe we can lower those estimated payments to improve your cash flow. We'll also check if it's a good time to convert some pre-tax retirement savings to Roth (post-tax) to save money in the long-term.

BOOK A CONSULT WITH YOUR ACCOUNTANT NOW

Before your consult, send us a message via our Online Portal with a little summary of any big changes this year.

Please attach any of the following that apply to your situation:

Recent paystubs with YTD summary,
Business Financial reports for the 1st half of 2024
- Or estimates of income/expenses,
Any other items of note:
- New house/spouse/child
- New business or rental properties
- Big changes expected in the 2nd half of the year vs the first

With that, we can set up a projection of your 2024 taxes, suggest adjustments to estimated tax payments and set up a time to discuss any tax savings opportunities we find.*

*Standard hourly consulting rates will apply for tax planning services.

STILL NEED TO FILE 2023 TAXES?

We're running out of time before the extension deadlines: September 15 for corporations and partnerships, October 15 for Individuals.

Please do the following as soon as you can:

Fill out our Online Organizer in the Portal
Upload forms (as instructed in Organizer)
Set up an Appointment with your Preparer

We ask that you upload your documents at least 2 full business days in advance of your appointment so that we have time to review the documents and enter information into our software.

ONLINE PORTAL