Our Mission

We believe that accurate quarterly tax estimates shouldn't require expensive software or complicated spreadsheets. Simple Estimates provides professional-grade accuracy using IRS-approved methods in a clean, intuitive interface that anyone can use with confidence.

Meet Our Team

SW

Steven Wu, CPA

Founder & Lead Tax Strategist

Steven is a licensed CPA who specializes in helping businesses navigate complex tax situations. He spent years at PwC, a "Big 4" accounting firm, before becoming Head of Tax at a multi-billion dollar fintech company. Steven founded Simple Estimates to bring enterprise level tax software to small businesses and accounting firms at an affordable price.

Firm: TSW Core P.C. - CA Registered Accountancy Corporation

Certifications: Licensed CPA

Experience: PwC Big 4, Tax Director Fintech Corporation

Specialties: Tax Planning, Strategic Financial Advising, International Taxation

Website: tswcore.com

LinkedIn: linkedin.com/in/thestevenwu

SL

Shiang Lin

Co-Founder & Lead Engineer

Shiang is a quantitative engineer with extensive experience developing algorithms and models for financial markets. He leads the development of Simple Estimates' technical infrastructure and core tax engine.

Firm: Lin Partnership LP

Certifications: Series 65

Experience: SpaceX Data Engineer, Portfolio Manager

Specialties: Financial Algorithm Development, Data Engineering, Market Modeling

Website: thelinfund.com

LinkedIn: linkedin.com/in/shianglin

Why Choose Simple Estimates?

✅ IRS-Approved Methods

We use only official IRS safe harbor and annualized income methods to ensure penalty protection.

✅ Professional Accuracy

Built by experienced CPAs and EAs who understand complex tax scenarios and penalty rules.

✅ Comprehensive Coverage

Handles complex income including passive activities, self-employment, investments, and rentals.

✅ Real-Time Calculations

See your quarterly payment amount update instantly as you enter your income information.

✅ Penalty Risk Assessment

Get clear guidance on your penalty risk level and steps to maintain compliance.

✅ Always Up-to-Date

Tax brackets, thresholds, and rates are automatically updated for the current tax year.

Have Questions?

While Simple Estimates is designed to be intuitive, we understand that tax situations can be complex. Our team is here to help if you need guidance on using the calculator or interpreting your results.

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Simple Estimates

Professional-grade quarterly tax calculator designed for individuals and tax professionals. Calculate accurate estimated payments using IRS-approved methods.

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Not tax advice. Consult a tax professional.

IRS Publication 505 compliant