Services
Self-employment / 1099 tax preparation
Self-employment income, business expenses, and organized reporting of income and costs.
Who this service is for
For freelancers, independent contractors, and small self-employed businesses that receive 1099 forms or have business income even when no separate 1099 was issued. It also applies when a client has both a W-2 job and a separate self-employment activity.
Common situations
- Independent contractor work reported on Form 1099-NEC.
- Platform or payment-processor income reported on Form 1099-K.
- Freelance or small business income without a separate tax form for every payment.
- A W-2 job combined with additional self-employment income.
What to prepare
- 1099-NEC, 1099-K, and other forms connected with the business activity.
- A summary of business income, including payments for which no separate tax form was issued.
- Records of business expenses such as supplies, software, services, insurance, and other costs related to the activity.
- A business mileage log and vehicle records if a vehicle was used for the activity.
- Information about estimated tax payments made during the year, if any.
What we review
Income and expenses are organized so Schedule C reflects the actual business activity rather than a simple list of bank transactions. We also look at mixed personal and business expenses and at the records available to support amounts reported on the return.
Helpful resources
What to prepare
A list of documents and supporting records for credits, dependents, mileage, expenses, and foreign items.
How it works
Four steps from initial contact to filing: we first understand the situation, then identify the documents, receive them securely, and review the result with you.
Documents are transmitted only through a secure method after the initial contact.
Common questions
Do you work with 1099 income / Schedule C clients?
Yes. Schedule C requires income records, categorized expenses, and supporting documents such as mileage, supplies, software, insurance, home office, and other costs.
Can W-2 and 1099 income be filed together?
Yes. W-2, 1099, and other income forms are reported within one individual return when they belong to the same taxpayer.
What if a 1099 or another form has not arrived yet?
We first check whether the form is expected and what income records are available. Before filing, the data should be complete to avoid missing income or amending later.
What affects the price?
Forms, states, income sources, Schedule C activity, foreign income, foreign accounts, and any additional explanations required.
Should I keep documents after filing?
Yes. Keep a copy of the return and supporting records for income, deductions, credits, children, business activity, foreign accounts, and IRS letters.
Contact
Describe what you have: W-2, 1099, Schedule C, income outside the U.S., foreign accounts, an IRS letter, or another question. We will then suggest the next step.
