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Who it’s for
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Sole proprietors / freelancers / gig workers
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LLCs and small businesses
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Independent contractors
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Self-employed individuals
Required Documents:
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Valid government-issued photo ID
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Social Security card or EIN (Employer Identification Number)
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Proof of business ownership/registration (if applicable)
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All income records (1099-NEC, 1099-MISC, 1099-K, invoices, bank statements)
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Expense records (receipts, mileage logs, supply purchases, utilities, etc.)
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Payroll records (if employees are on staff)
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Prior year’s business tax return (if available)
Pricing Notes:
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​Fees vary depending on the complexity of the return and forms needed.
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Prior-year filings require upfront payment.
Disclaimer:
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Please note: We provide tax preparation and accounting services only. We do not offer financial advice or investment services.
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