BUSINESS TAX / SOLE PROPRIETORS
Working for yourself?
Let’s sort out your taxes.
Whether it’s your main business or a side job, we’ll help you organize income and expenses and prepare the business reporting included with your personal return.
HOW WE CAN HELP
What the work covers.
- Agreed business schedules as part of individual preparation
- A review of supporting records and unanswered questions
- Clear separation of preparation and ongoing planning
Your proposal lists the federal and state work included. We’ll separately agree on any planning, bookkeeping cleanup or owners’ personal returns.
BEFORE WE BEGIN
Records to organize.
- Business income and expense records
- Prior individual return and business schedules
- Asset, vehicle and home-office records where relevant
- Estimated payments and other household income records
Use this list to start gathering your records. Contact us for secure sharing instructions before sending sensitive documents.
PRICING FACTORS
What affects your fee?
Income streams, expense records, assets, states and other items on the individual return.
You’ll know what we’ll do and what it costs before we start. If more work is needed, we’ll discuss it with you first.
Have questions beyond the return?
Wondering about cash, profits or an upcoming decision? We can discuss a focused business review or regular check-ins alongside your tax preparation.
Official background: IRS · Sole proprietors ↗
PREPARE FOR THIS SERVICE
Sole Proprietor Tax Preparation Checklist
36 practical prompts covering the records and questions to organize. Mark what is ready, missing or not applicable.
LET’S TALK