top of page

Tax Planning Quarterly Check-in Program

  • 19 Steps

About

This quarterly check-in program assists business owners in managing tax obligations throughout the fiscal year. Participants will learn to monitor income, adjust estimated payments, and implement deduction strategies in real-time. By moving away from reactive year-end filing to proactive quarterly planning, the course covers entity-specific considerations, payroll adjustments, and federal compliance requirements. Each module provides actionable steps to ensure financial records are accurate and tax liabilities are optimized before the filing deadline.

You can also join this program via the mobile app. Go to the app

Instructors

Price

Free

Share

© 2026 by Roosevelt & West

​

​

  • LinkedIn
  • Youtube
  • Instagram
  • TikTok

Location:

​​

Los Angeles, California

Austin, Texas

Queens, New York​

Mailing Address:

​

3680 Wilshire Blvd, Ste 1310

Los Angeles, CA 90010

​

Call: 424-234-6001

Email: info@rooseveltandwest.com​

​

Click Here to Schedule a Meeting

​

​

​

bottom of page