Freelancer? Independent contractor? Just a side gig?
You are considered self-employed if you work as an independent contractor, are the sole proprietor of a business, practice a trade as your business or received a 1099-NEC,1099-MISC or 1099-K.
Self-employed taxpayers file differently.
We help you sort it all out and uncover each tax advantage you deserve to improve your tax outcome and financial wellness.
Bookkeeping, Taxes & Advisory.
Pay annually and save 10%
Tax Preparation Only.
Deluxe
$299plus $49/State
Homeowners, investments, sale of home and rental property.
- Everything in Standard, plus:
- Itemized deductions
- Child & dependents care
- Student loan interest
- Mortgage interest, real estate taxes
- Health Savings Account (HSA)
- Stock, gains and losses
- Rental property income
- Royalty & Schedule K-1 income
- Crypto transactions
- Foreign bank & financial accounts
Frequently asked questions
Our paperless bookkeeping uses your bank and credit card transaction feed to provide accurate tax ready financial statements. Alternatively, you can opt in to do your own bookkeeping and have us review at the end of each month. Our service does not include invoicing or bill paying.
If you have more than 2 rental properties it is $20/mo each. Additional states or local returns are $24/mo each. But in some cases we may waive or charge more if the engagement is very complex. We also offer optional services that are not included in the base pricing.
If you need us to prepare prior year filings the price will be based on our current rates available on our website.
You can cancel at anytime if we have not prepared your year end tax return. Once we prepare your return, you must complete your 12 month subscription.
