Compliance & Requirements

Tax rules can feel overwhelming, but most issues stem from a few common misunderstandings. Knowing the basics helps you avoid penalties and unexpected notices.

Common Topics We Help Clarify

• Who needs to make quarterly estimated payments

• Key filing deadlines and extensions

• Understanding IRS notices and correspondence

• Filing requirements for self-employed individuals

• Basic compliance considerations for nonprofits and small businesses

Estimated Taxes — In Plain Language

• Often required for self-employed individuals and business owners

• Paid quarterly throughout the year

• Designed to prevent large balances and penalties at filing time

If You Receive a Notice

• Don’t panic

• Don’t ignore it

• Many notices are informational or easily resolved with timely response

Compliance doesn’t have to be intimidating when you understand what’s required and why.