Are you paying more taxes to the IRS ?

Do you feel like you are not taking advantage of tax credits and ending up paying more money to the IRS ?

You’re not alone—and you might be at the risk of a surprise tax bill without even realizing it.

Every quarter you skip tax planning, ignore tax credits, risk penalties—or hand the IRS money you could be investing.

If you’re not planning taxes each quarter, you’re either risking penalties or giving away savings. Get proactive and take control.

You can get proactive & estimate your true tax bill to keep more of what you earn.

Here’s the reality:

Every year, over 14 million US taxpayers pay more than $7 billion in IRS penalties—often because quarterly taxes aren’t paid correctly. This is a bigger problem than most people realize; so many simply ignore it or leave money on the table.

Why is this happening?

• Employers often withhold less tax than your actual effective tax rate. That means you can end up underpaid (and penalized) or overpaid (and missing out on your own cash).

• Navigating complex regulations for investments, tax, and compliance creates stress.

• FBAR, FATCA, and other requirements remain confusing barriers.

With Taxagon Tax Planning service, you will get personalized expert review of your tax situation

We’re here to help tech employees, investors & business owners remove anxiety around taxes, avoid IRS penalties, and take advantage of federal & state tax credits.

Retirement & IRA Optimization

• Advice on Tax Advantaged Retirement Accounts

Equity & Capital Gains Planning

• Project tax implications involved with RSUs.

Tax Loss Harvesting

• Identify losses that offset gains

International Tax Planning

• Manage investments & avoid double tax

Real Estate

• Accelerate depreciation & maximize deductions

Schedule C Optimization

• Maximize deductions on Schedule C & QBI

Estate & Gift Planning

• Use trusts & minimize your estate tax burden.

HSA, FSA & Commuter Benefits

• Take care of you & dependents

Education Savings

• Save Taxes by Planning for College Expenses

Stay on Track with Quarterly Payments

• Make quarterly estimated tax payments confidently

If you want to remove uncertainty about your taxes this year, just reply or check it out here 👇

Signup today — every dollar counts.

Warm regards,
Taxagon Team