Next US federal quarterly deadline
Quarter Ready

The next deadline is coming.
Be ready in 20 minutes.

The Quarterly Kit, open on a phone on a desk at night

Calendar + checklist + the spreadsheet that adds it all up — your quarter, done before the date.

Choose your kit·
Get instant access — $26
30-day guarantee Instant download Secured by Stripe

Organizational tool, not legal or tax advice. Consult a CPA about your specific situation.

Everything included

Desk calendar with a date circled in amberThe deadline calendar4 federal dates through June 2027 + 8 alerts to setincluded
A teal kitchen timer next to a coffee cupThe 20-minute routine4 blocks, same order, every quarterincluded
A tidy stack of receipts with a checklist cardThe gathering checklistevery place your numbers hide, one checkbox eachincluded
A kraft folder with an envelope, ready to hand offHandoff pack + 12 CPA questionsyour accountant reads it in one passincluded

These are the actual pages

Nine of the forty-nine, exactly as they open on your phone. What you see here is what you download.

Cover page of The Quarterly Kit
The cover
Chapter page: the 20-minute routine
The 20-minute routine
The gathering checklist with checkboxes
The gathering checklist
The category sheet
The category sheet
The set-aside habit: two ways to pick a percentage
The set-aside habit
Safe harbor explained in plain English
Safe harbor, plain English
The handoff email, written out to copy
The handoff email
Quick reference card with the four federal dates
Quick reference
The pre-send checklist
The pre-send checklist

Twenty minutes. Four times a year.

Same four blocks, same order, every quarter. Run it on the start date, two weeks before the deadline — that gap is where problems get fixed.

5 minutes

Money in

Every account clients pay into, filtered by quarter. One line per source. Transfers between your own accounts stay out.

5 minutes

Money out

Business accounts and card, exported to CSV if your bank lets you, sorted into the same fifteen categories every time.

5 minutes

The gaps

The four places receipts hide that a bank export never sees: email, the camera roll, cash slips, and the mileage log.

5 minutes

Set aside and file

Move the suggested amount to the tax account while the number is on screen. Save the quarter folder. Close the laptop.

Your numbers, added up

Seven sheets, no macros, no login, no subscription. It opens in Excel, in Numbers and in Google Sheets, and it lives on your computer.

Set-Aside
Quarter2026 Q3
Income for the quarter$14,200.00
Expenses for the quarter$3,480.00
Net$10,720.00
Suggested set-aside$3,216.00
Example figures. Every rate lives in an editable cell with its source next to it. Estimate only. Not tax advice. Confirm with your CPA.

The last-night scramble, or twenty minutes

The last-night way

  • ✕An afternoon lost inside a camera roll full of receipts
  • ✕The date arrives before the number does
  • ✕Fifteen browser tabs and one late-night guess
  • ✕The set-aside that stayed in the account and got spent

The Quarter Ready way

  • ✓Twenty minutes, on a start date the calendar already set
  • ✓The number is on screen two weeks before the deadline
  • ✓The set-aside moves while the spreadsheet is still open
  • ✓One folder, one email — your accountant reads it in one pass

What getting this handled usually costs

A bookkeeper

$150+every month

Accounting software

$16–30every month, forever

The Quarterly Kit

from $17once · yours to keep

Different tools for different jobs — the kit replaces the scramble, not your accountant. It makes their hour cheaper too.

30 days, no questions asked

Download it, run one quarter with it, and if the routine isn't for you, just email us within 30 days and we'll refund you in full. You keep the files. We'd rather have a clean list of happy customers than an argument about a $17 download.

Before you ask

Is this tax advice?

No, and it is written to stay clearly on the other side of that line. This is an organizational tool: checklists, a calendar, and arithmetic worksheets that add up numbers you type in. It does not know your filing status, your state, your entity or your deductions, and it does not tell you what you owe.

Consult a CPA or a licensed tax professional about your situation. Chapter 8 of the kit is twelve questions written specifically to make that conversation short and useful.

I have never filed a quarterly payment. Is this for me?

Yes. The kit assumes you are starting from a camera roll full of receipts and no system at all. It gives you the dates, the routine and the folder structure, and it tells you which questions to bring to a professional so the first conversation is productive.

What exactly do I download?

Immediately after payment: a 49-page PDF formatted for reading on a phone, and an Excel workbook (.xlsx) — seven sheets, or eleven with the Premium Calculator. The link also arrives by email, and it keeps working — the files are yours.

What does the Premium Calculator add?

Four more sheets on top of the standard workbook: a mileage log, a client and forms tracker, a year-at-a-glance view of all four quarters, and the handoff checklist to run before you send anything to your preparer.

Does the spreadsheet work in Google Sheets or Numbers?

Yes. It is a plain .xlsx with formulas, dropdowns and number formats — no macros and no add-ons. Excel, Numbers and Google Sheets all open it.

Does it cover my state?

This edition covers US federal dates only. Many states run their own schedule with their own thresholds, and some run none at all. The kit tells you to ask your CPA which state dates apply to you and shows you where to add them to the same system.

The dates say 2026 and 2027. What happens after that?

The routine, the checklists and the spreadsheet are evergreen — they work for any quarter. The calendar chapter is the part that rolls forward, and a new edition ships each cycle. Add lifetime updates at checkout for $2.95 and every future edition lands at the same download link.

Is there a subscription?

No. This is a one-time purchase and the files are yours. The add-ons at checkout are also one-time.

What if it is not for me?

Just email us within 30 days and we'll refund you in full — no questions asked. Contact is in the footer of every page and in the delivery email.

Twenty minutes from now,
your quarter is done

Until the next federal deadline — a date on the federal calendar, so this countdown is real.

Choose your kit·
Get instant access — $26
30-day guarantee Instant download Secured by Stripe

Organizational tool, not legal or tax advice. Consult a CPA about your specific situation.

$26
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