Mavilian Financial Group
Financial Planning Tool

Estimated Tax Payment
Calculator

Estimate your quarterly tax payments, understand safe harbor requirements, and see how withholding and estimated payments work together.

Tax rates current as of: 2026 tax year. This calculator is for informational and educational purposes only and does not constitute tax, legal, investment, or financial advice. Any tax-related information is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code. Estimated tax calculations involve many variables not captured here, including but not limited to: state and local taxes, tax credits, alternative minimum tax (AMT), the 3.8% Net Investment Income Tax (NIIT), changes in income throughout the year, and annualized income installment methods. Safe harbor rules are simplified here and may not reflect your complete situation. Your CPA or tax professional may have already provided you with a quarterly estimated tax schedule based on your prior year return — this tool is intended to complement, not replace, that guidance. Consult with your CPA or qualified tax professional regarding your specific situation.
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Did your CPA provide a quarterly schedule? Many CPAs include estimated tax vouchers (Form 1040-ES) with your prior year return. If you received one, that schedule is based on your complete tax picture and should be your primary reference. Use this calculator as a quick check or to model changes in income.
Educational tool only — not personalized financial, tax, or insurance advice. Advisory services provided by Bayworth Capital, a registered investment adviser (CRD #284360). Full disclosures below.

Filing Status

Expected 2026 Income

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Gross wages before withholding
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Net profit from Schedule C, partnerships, freelance — after business expenses
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Taxable investment income expected this year
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Include taxable portion of Social Security
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Rental income, alimony received, gambling, etc.

Deduction

Withholding & Prior Year

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Federal income tax withheld from all W-2s for the year
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From your 2025 tax return
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Line 11 of your 2025 Form 1040

Estimated Payments Already Made

Enter any quarterly estimated payments you've already sent to the IRS this year. Leave blank for quarters you haven't paid yet.
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Important Disclosures

Firm Information: Investment advisory services are offered through Bayworth Capital (CRD #284360), a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Avo Mavilian (CRD #6263067) is an Investment Adviser Representative of Bayworth Capital. Mavilian Financial Group is a dba of Tailwind Financial Strategies, LLC, a licensed insurance agency and tax advisory firm owned by Avo Mavilian. Mavilian Financial Group is not a registered investment adviser. Mavilian Financial Group and Bayworth Capital are independent companies.

Conflicts of Interest — Insurance & Tax: Mr. Mavilian is separately licensed as an independent insurance agent and, in that capacity, may effect transactions in insurance products and earn commissions. Advisory fees paid to Bayworth Capital are separate and distinct from commissions earned on insurance products. This presents a conflict of interest because Mr. Mavilian may have an incentive to recommend insurance products for the purpose of generating commissions rather than solely based on your needs. You are under no obligation, contractually or otherwise, to purchase insurance products through Mr. Mavilian or any affiliated person. Mr. Mavilian is also a federally authorized tax practitioner (Enrolled Agent) admitted to practice before the Internal Revenue Service; tax services are provided through Tailwind Financial Strategies, LLC dba Mavilian Financial Group and are separate from advisory services provided by Bayworth Capital.

Educational Tool Only: This calculator is for educational and illustrative purposes only. Results are hypothetical, based on the assumptions you entered, and are not predictions of actual outcomes. Past performance and illustrated outcomes do not guarantee future results. Individual circumstances vary — consult a qualified financial, tax, legal, or insurance professional before making decisions.

Form ADV: For more information about Bayworth Capital's advisory services, fees, and potential conflicts of interest, please review our Form ADV Part 2A brochure, available at adviserinfo.sec.gov or upon request by contacting compliance@bayworthcapital.com.

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