Bookkeeping for Freelancers

Each year we will prepare and e-file form 1040 which is your personal tax return. All returns are reviewed by a CPA/EA and you will always approve everything before we file.

As part of your personal tax return, we will prepare a schedule of all itemized deductions helping you reduce tax liability and ensuring we find every deduction possible.

Because you are a sole proprietor, you must file this schedule to report your profit and loss from the business. We’ll ensure you are reporting all your business information accurately.

We’ll send you electronic vouchers and instructions each year for your annual and quarterly tax payments. This makes paying your taxes a snap.

Included with every Solo plan is one state tax return prepared and filed for you.

Included with every package is one state tax return prepared and filed for you. After we e-file your returns, we’ll send you an email with copies of all your documents that you can store with your personal records.

Our team of dedicated bookkeepers will ensure your business financials are always accurate and up to date each quarter.

All Solo plans come with 1 monthly email to our staff for financial questions and concerns.

2 times per year our Financial Review Board meets internally to review all aspects of your business from top to bottom to determine if we can make any recommendations to help you and your business. You will receive a summary of what we discuss after each meeting.