Terms of Use
DRAFT, pending legal review. This page has not been reviewed by counsel and is reconciled with the final site before promotion. Items marked [TO CONFIRM: ...] are not yet sourced.
Last updated: [TO CONFIRM: effective date]
The short version
The Quarterlizer is a free calculator that estimates your tax for tax year 2026 from the year-to-date numbers you enter, and shows an estimated next installment and its due date. It is an estimate, not tax, legal, financial or accounting advice. You are responsible for the numbers you enter and for decisions you make from what you see.
What the service is
You enter year-to-date figures; the page annualizes them and projects a full-year federal income tax, self-employment or owner payroll tax, and a state amount, compares that with payments you say you have made, and shows a remaining estimated-tax installment and a safe-harbor comparison. The state amount is a flat, labelled approximation. The assumptions are shown on the page. It is not a tax return and does not cover itemized deductions, credits, alternative minimum tax or more than one state. It does not recommend an entity type, a salary or a tax strategy.
Not advice
Nothing on this site is tax, legal, financial or accounting advice, and using it does not create an advisory relationship with Tax Sherpa. Your actual tax depends on facts and rules this tool does not model. Talk to a qualified tax professional about your situation before you rely on any estimate or pay, or skip paying, any tax.
Your numbers
The figures you type in are processed in your browser and are not sent to us or stored. See the Privacy Policy for what is sent if you choose the optional email, and for the analytics and advertising tools on this site.
Acceptable use
Do not use the site to interfere with its operation, to attempt to access anything that is not yours, or to copy or resell the tool. We may block use that breaks these Terms.
No warranty
The Quarterlizer is provided “as is.” We make no guarantee that its estimates are complete, accurate, current or fit for any particular purpose. Tax rules and figures change, and the estimates are for tax year 2026 only.
Limitation of liability
To the maximum extent permitted by law, Online Tax Solutions Group LLC (dba Tax Sherpa) is not liable for any indirect, incidental or consequential damages arising from your use of the Quarterlizer, including penalties, interest or decisions made based on its estimates. [TO CONFIRM: liability cap wording for a free tool]
Changes to the service or these Terms
We may update these Terms, or change, suspend or discontinue the tool, at any time. The “Last updated” date shows the latest revision.
Governing law
These Terms are governed by the laws of the State of Georgia, without regard to its conflict-of-law principles. [TO CONFIRM: governing law and venue]
Who we are / Contact us
Operated by Online Tax Solutions Group LLC, doing business as Tax Sherpa, 2302 Parklake Dr NE, Ste 675, Atlanta, GA 30345 [TO CONFIRM: legal name and mailing address are current]. Questions: [TO CONFIRM: contact email], or by mail at the address above.