Resources
Tools, links, and reading between our conversations.
A working library for clients and visitors — official federal and state payment links, short primers, and (soon) interactive calculators. Curated so you spend less time hunting and more time deciding.
Make a payment
Official federal and state estimated-tax payment portals. We link directly to the government sites so you can pay without going through a middleman.
Calculators & tools
Quick scenarios you can run before our next meeting. The first calculator is being built; additional tools will appear as we publish them.
Coming soon
Tax scenario calculator
Model the federal and state impact of a specific decision — a sale, a bonus, a Roth conversion — before you commit. Currently in development.
Coming soon
Retirement readiness
Stress-test a few "what if I keep going / scale back / sell" paths against the number you actually need. Currently in development.
Publications & primers
Short, plain-language reading on the topics owners ask about most. We add to this list as new pieces are published.
Coming soon
Choosing an entity, in plain English
How sole prop, LLC, S-corp, and C-corp actually differ for working owners — and the five moments your choice should be re-evaluated.
Coming soon
Retirement vehicles for small businesses
IRA, SEP, SIMPLE, Solo 401(k), 401(k) — what they are, who they fit, and the Roth options inside each.
Coming soon
A monthly financial routine
The weekly and monthly bookkeeping rhythm we recommend, plus the three reports every owner should read every month.
Note. Resources are provided as a convenience and reflect public, official sources at the time of publication. They are general information, not tax, legal, accounting, or investment advice. Always confirm payment deadlines and requirements with your tax professional or the relevant government agency.