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.

01

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.

Payments

Estimated Tax Payments

Federal (IRS Direct Pay, EFTPS, 1040-ES) plus official state payment portals, grouped by region with a state search.

Open the directory
02

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.

03

Monthly newsletter

A short brief each month on the decisions that actually move the number on your return. Free to read, no signup — every issue stays available here.

Issue 03 · July 2026

What a car really costs in 2026

New or used, buy or lease, mileage or actual — worked as calculations against one real vehicle rather than rules of thumb. Includes the §280F caps, the used-money rate spread, and what recapture takes back when you sell. PDF, 7 pages.

Read the issue

Issue 02 · June 2026

Crypto reporting & estimated taxes

Form 1099-DA matching, why wallet transfers break the basis trail, and the same transactions shown as a $6,000 loss or a $90,000 gain depending only on records. With 2026 quarterly due dates. PDF, 2 pages.

Read the issue

Issue 01 · May 2026

Planning ahead: positioning for 2026

Withholding tracks base salary only. What a bonus, an RSU vest, or an asset sale does to that math — for individuals and for owners. PDF, 2 pages.

Read the issue
04

Publications & primers

Short, plain-language reading on the topics owners ask about most. We add to this list as new pieces are published.

Feature · July 2026

Financial things society does not teach well

What inflation actually does to idle cash, how fees quietly eat returns, and how much account structure alone can change the tax picture — plus why much of what feels like advice is also, in part, a sale. PDF, 6 pages.

Read it

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.