Estimated Tax Service

For 50$ annually to tax return clients (200$ annually for non-clients), TravelTax offers an Estimated Tax Service where we will calculate the approximate amount of estimated tax payments you need to make to Federal, State and Local tax authorities each quarter. To take advantage of this service, do the following:

1) Open and print the Demographic Data Sheet . Completing this provides us with basic information about you so we can determine your filing status. Fax or mail this to us with the appropriate fee.

2)

Open and print the Estimated Tax Worksheet . This form will help you organize your income and expenses. This should be sent to us quarterly. By request, we will send you the Excel version of this form.

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Estimated tax payments are due on the 15th of Jan, April,  June and September and we will email you a friendly reminder 15 days before the due date (the last day of each quarter). Fax us the completed Estimated Tax Worksheet and Itinerary Worksheet (if necessary). Once we receive your info, we will notify you of the amounts due to Federal, State and Local tax authorities and email the appropriate forms.

Why is this important??? Failure to make regular and adequate estimated tax payments will result in an Underpayment Penalty and possible interest. In addition, without regular installments, your tax bill on the 15th of April will be quite large.

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 Voice) 866-272-7871 Fax) 877-TRAVTAX