self-employed
Tax & Accounting for the Self-Employed
When you work for yourself, you manage everything, clients, operations, growth, and taxes. We support freelancers, consultants, and independent professionals with proactive tax planning and accounting services that keep you compliant, help reduce self-employment tax liability, and give you clear, confident control over your finances year-round.
Who We Serve
Freelancers
Consultants
Coaches
Creators & Influencers
Independent Contractors (1099)
Solo Service Providers
If you earn income independently, we help structure it smartly.
What We Do
Schedule C Tax Preparation
Accurate federal and state filing for sole proprietors and single-member LLCs.
Self-Employment Tax Reduction Strategies
Smart planning to minimize Social Security and Medicare tax burden where legally possible.
Quarterly Estimated Tax Planning
Avoid penalties with proactive income projections and payment guidance.
Expense & Deduction Optimization
Maximize deductions for home office, mileage, equipment, software, and professional services.
S-Corp Election Guidance
Determine when transitioning to an S-Corp makes financial sense.
Retirement & Long-Term Planning
Tax-efficient retirement strategies tailored for independent professionals.
Ready to Take Control of Your Taxes?
Schedule your free consultation and start keeping more of what you earn.
Frequently Asked Questions
Can’t find the answer you’re looking for? Chat with our support team
Question 1: . What bookkeeping services do you provide?
We provide full-service bookkeeping including transaction recording, bank and credit card reconciliations, accounts payable and receivable, payroll support, financial reporting, and monthly/quarterly close. We also assist with tax-ready financials for your CPA.
Question 2: Who do you serve?
We work with small businesses, startups, freelancers, and growing companies across the United States, including sole proprietors, LLCs, partnerships, and corporations.
Question 3: Do you work with businesses in all U.S. states?
Yes. Our services are fully remote, allowing us to serve clients in all 50 states while complying with federal and state-specific bookkeeping requirements.
Question 4: What accounting software do you use?
We primarily work with QuickBooks Online, but we also support Xero, Wave, Zoho Books, and other cloud-based accounting platforms. We can work with your existing system or help you set one up.
Question 5: . How often will my books be updated?
Most clients choose monthly bookkeeping, but we also offer weekly, quarterly, or custom schedules based on business needs and transaction volume.
Question 6: Do you handle tax filing?
We do prepare & file taxes, if you already have a CPA we prepare accurate, tax-ready financial reports and coordinate with your CPA or tax preparer to ensure smooth and timely tax filing.
Question 7: What documents do I need to provide?
Typically, we need:
- Bank and credit card statements
- Sales and expense receipts
- Invoices and bills
- Mortgage, Loan & LOC statements.
- Payroll reports (if applicable)
- Previous financial records (for new clients)