The 15-Minute Quarterly Tax Reset

For Solo Private Practice Owners

Purpose:
Prevent tax panic.
Reduce avoidance.
Execute calmly.

Total time: 15 minutes or less

Before You Start (1 minute)

☐ Open your business checking account
☐ Open your Tax Savings account, if you have one
☐ Take one slow breath

Say:

“This is routine business maintenance.”

Step 1: Confirm Available Tax Funds (3 minutes)

☐ Look at Tax Savings balance
☐ Confirm you have funds available
☐ If short, transfer what you can now (no spiraling)

No backtracking through months.
No reviewing the entire year.

Step 2: Submit Estimated Payment (7–10 minutes)

If you are in the U.S., log in to the
Internal Revenue Service
estimated payment portal.

☐ Enter payment amount
☐ Submit payment
☐ Save confirmation
☐ Close the browser

Completion > perfection.

Step 3: Quick Adjustment Check (2–3 minutes)

Ask:

☐ Is my 25–30% transfer still sufficient?
☐ Do I need to adjust up or down by 2–3%?

If yes → adjust auto-transfer.
If no → done.

That’s It.

No profit deep dive.
No fee restructuring.
No existential business review.

This is a maintenance task — not a personality referendum.

Aftercare (1 minute)

☐ Stand up
☐ Physically move
☐ Say: “I handle my business.”

Quarterly Dates (U.S. Reference)

Estimated payments are generally due:

• April

• June

• September

• January

Put them on your calendar once and set it to recurring annually. I usually add a week prior date because I can’t always predict my health and ability for that exact day.
Let automation carry the rest.

The Reframe

Quarterly taxes are not a crisis.

They are a scheduled transfer from “I earned” to “I owe.”

Routine exposure turns threat into procedure.