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Marcus Hale

United States tax analyst

1099 self-employment tax (IRC §1401) Schedule SE + Form 1040-ES Quarterly estimated tax + safe-harbor rule QBI deduction (IRC §199A) Standard deduction + federal brackets Underpayment penalty (IRC §6654)

Marcus owns the United States surface. He maintains the US tax-rule modules — 1099 self-employment tax, Schedule SE, 1040-ES quarterly estimates, the QBI deduction, the safe-harbor rule — and writes each new US fact page against the canonical source at U.S. Code Title 26 (via Cornell LII) and the most recent IRS Revenue Procedure for bracket updates.

Marcus files the matching `/changelog/` entry for every US bracket or threshold change, and is the first line of defense against stale IRS numbers across the site.

Marcus is not a CPA or Enrolled Agent. He is TaxValio’s in-house analyst for the United States; his work is fact-checked against primary sources and carries the mandatory disclaimer. For filing-specific advice, please consult a qualified professional via NAEA’s tax-expert finder.

Editorial process. Every page Marcus Hale writes passes through our three-gate review — /tax-fact-check, /sydacos-core:customer, and /sydacos-core:seo-audit — before publish. See the full methodology for how we keep tax data current and accountable.

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