This service is designed for individuals who want help organizing their personal finances and identifying potential tax deductions but do not operate a business or file Schedule C. This product INCLUDES your Tax preparation and e-Filling.

Services Included

Expense Tracking

• Monitor and record monthly expenses

• Organize transactions from bank and credit card accounts

Transaction Categorization

• Categorize financial transactions into appropriate expense categories

• Maintain organized records of spending activity

Deductible Expense Identification

• Identify expenses that may qualify as tax deductions

• Maintain documentation to support deductions during tax filing

Monthly Financial Organization

• Review financial activity each month

• Maintain accurate and organized financial records

Tax Preparation Readiness

• Maintain organized records that simplify the annual tax filing process

• Provide categorized expense summaries when preparing taxes

Ideal Clients

• Individuals with multiple accounts

• Clients who want better financial organization

• Individuals who want assistance identifying potential tax deductions

• Audit Support Included

• ANNUAL TAX FILING INCLUDED WITH THIS MONTHLY SERVICE

This service is designed for self-employed individuals, freelancers, contractors, and small business owners who report business income on Schedule C.

The focus is on tracking business activity and identifying legitimate deductions that may reduce taxable income.

Services Included

Business Income Tracking

• Record and organize business-related income

• Maintain accurate records of deposits and payments received

Business Expense Tracking

• Monitor business-related expenses

• Organize purchases and payments related to business operations

Transaction Categorization

• Categorize transactions into appropriate business expense categories

• Maintain organized financial records for Schedule C reporting

Deductible Expense Identification

• Identify qualifying business deductions

• Track deductible expenses such as:

  • Supplies

  • Business software

  • Office expenses

  • Professional services

  • Marketing costs

  • Vehicle or mileage expenses (if applicable)

Monthly Financial Organization

• Maintain accurate and organized records throughout the year

• Ensure documentation is ready for tax preparation

This service is designed for individuals with simple tax situations. It includes the preparation and electronic filing of a federal income tax return and, if applicable, a state return.

Includes:

• Preparation of Form 1040

• Review of W-2 income

• Standard deduction optimization

• Basic tax credit review (Child Tax Credit, Earned Income Credit if applicable)

• Electronic filing of federal and state returns

• Review for accuracy and compliance

• Summary of tax results and filing confirmation

Ideal for:

• Individuals with W-2 income

• Single or married filers without complex deductions

• Taxpayers using the standard deduction

• Audit protection INCLUDED.

Designed for single This service is for individuals whose financial situations require itemizing deductions instead of taking the standard deduction.

Includes:

• Preparation of Form 1040 and Schedule A

• Mortgage interest deduction review

• Property tax deductions

• Charitable contributions

• Medical expense deductions

• State and local tax deductions

• Electronic filing of federal and state returns

• Tax deduction optimization to reduce liability

Ideal for:

• Homeowners

• Individuals with significant charitable donations

• Taxpayers with higher deductible expenses filers or for simple tax situations, audit protection INCLUDED.

This service is designed for independent contractors, freelancers, small business owners, and real estate investors who earn income through self-employment and/or rental properties.

It includes the preparation and electronic filing of a federal tax return with all applicable schedules required to accurately report business and rental income while maximizing allowable deductions.

Includes

Self-Employment Reporting

• Preparation of Form 1040 and Schedule C

• Reporting of business income and expenses

• Self-employment tax calculation

• Deduction optimization for business expenses

• Home office deduction evaluation

• Mileage and vehicle expense review

• Identification of additional deductible expenses

Rental Property Reporting

• Preparation of Schedule E

• Rental income reporting

• Deductible expense review

• Mortgage interest and property tax deductions

• Depreciation calculations

• Repairs and maintenance expense classification

• Carryforward of passive losses (if applicable)

Filing & Compliance

• Electronic filing of federal and state tax returns

• Review of documentation for accuracy and compliance

• Tax liability or refund calculation

• Summary of tax results

Ideal For

• Independent contractors

• Freelancers and consultants

• Gig economy workers

• Small business owners filing as sole proprietors

• Real estate investors

• Individuals with one or more rental properties

• Audit protection INCLUDED!

This service provides assistance with forming a Limited Liability Company (LLC) and ensuring the business is properly registered with the state. The goal is to simplify the formation process and help new business owners start their company correctly.

Services Included

Business Name Availability Check

• Search the state database to confirm the desired business name is available

• Provide guidance if the name needs modification to meet state requirements

Articles of Organization Preparation

• Prepare the Articles of Organization required to legally form the LLC

• Ensure the information is completed accurately before submission

State Filing Assistance

• Assist with submitting the formation documents through the state filing portal

• Provide guidance on paying the state filing fee

EIN Registration Support

• Assist with obtaining an Employer Identification Number (EIN) from the IRS

• Ensure the EIN is properly linked to the business entity

Basic Business Structure Guidance

• Explain how the LLC will be taxed (sole proprietor or partnership by default)

• Discuss optional tax elections such as S-Corporation status

Startup Compliance Guidance

Provide guidance on initial compliance steps such as:

• Annual state filings

• Basic bookkeeping setup

• Estimated tax requirements

Client Pays Separately

• State filing fees

• Registered agent service (if needed)

If a previously filed tax return contains errors, missing information, or overlooked deductions, an amended return may be required.

Includes:

• Review of the originally filed return

• Identification of corrections or missed deductions

• Preparation of Form 1040-X

• Recalculation of tax liability or refund

• Electronic or mail filing instructions

• Documentation support for IRS inquiries

Common reasons for amendment:

• Missed income or deductions

• Filing status correction

• Additional tax documents received after filing

• Correction of reporting errors