This report takes a look at your overall combined income and provides you with your estimated quarterly and annual estimated tax liability for both Federal and State (for states with income tax). Tax strategy reporting is great for anyone that owns a small business and or has flexible income throughout the year due to capital gains, rental properties or other forms of multiple stream taxable income revenue.

Your tax strategy report will provide you with your demographics, projection summary, tax tips and advice, along with reminder of quarterly and annual tax payment due dates.