Running your own business means managing complex finances. Our service is specifically designed for freelancers, independent contractors, and small business owners (Sole Proprietors, LLCs, S-Corps). We go beyond basic compliance to ensure you take full advantage of every eligible business deduction and credit, including:
Small Business & Self-Employed Tax Optimization
1. Income
- 1099 forms
- Bank statements
- Payment app reports (Cash App, PayPal, Venmo, Zelle)
2. Expenses
- Material receipts
- Tools & equipment
- Gas & mileage
- Home office (square footage)
- Phone & internet receipts
- Advertising
- Subcontractor payments
3. Business Documentation
- LLC / Corp papers
- EIN letter
- Sales & Use Tax Permit
- Previous year tax returns
- Invoices or spreadsheets
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Quarterly Estimated Taxes: Accurate calculation and timely filing to avoid IRS penalties.
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Schedule C Optimization: Maximizing expense deductions for income reported on Form 1040.
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Entity Selection Advisory: Guidance on the most tax-efficient structure (e.g., LLC vs. S-Corp).
Let us handle the complexity of business taxes so you can focus on revenue and growth, not risk.
Our Services
Request an Appointment
Ready to discuss your financial strategy? Fill out the short form below and we will contact you within one business day to confirm your meeting time.