SELF EMPLOYED

If you have earned over $400 in income from a hobby, a person you bartered work from, or a business you've just registered - congratulations, you've earned a Schedule C on this year's return.

When you've earned income outside of your job, that income is added to a Schedule C (Compensation) form. This can include driving for Lift, Uber, InstaCart, etc.

ADD MY SCHEDULE C
SELF EMPLOYED INFORMATION

☐ Business Name if different than what is listed on your 1040
☐ Ownership Acquisition Date and Distribution details 
☐ Owner #1 Name, Social Security number, D.O.B, Email, and Ownership percentage 
☐ Owner #2 Name, Social Security number, D.O.B, Email, and Ownership percentage 
☐ Owner #3 Name, Social Security number, D.O.B, Email, and Ownership percentage 
☐ IRS issued Tax ID letter 
☐ Secretary of State letter for LLC, Inc, and DBAs. 
☐ City license or Resale Certificate 
☐ Business checking account/current statement 
☐ Previous year completed Tax return  

INCOME

☐ Hobby/Gig Work income 
☐1099-NEC and/or 1099-MISC 
☐ Merchant Account 1099-K - Including PayPal, Cash App, Venmo, etc.
☐ Reconstructed Income Document 
☐ Profit & Loss Affidavit 
☐ Balance Sheet 
☐ Journal Entries 
☐ Schedule K-1 records to verify amounts not reported on 1099-MISC/NEC 
☐ Sale of any Business Assets

ITEMIZED BUSINESS EXPENSES

☐ Business Expense Intake 
☐ Check Register and/or Merchant statements 
☐ Business Meals 
☐ Log of Cancelled checks, Credit card statements, Register Receipts, etc.) 
☐ Record of estimated tax payments made (Form 1040–ES) 
☐ Travel - Airfare, Taxis, Hotel, AirBnB, etc 
☐ Advertising - Digital, Traditional, Promotional, etc. 
☐ Professional – Accounting, Legal, Insurance, Permits, Licenses, etc 
☐ Bank fees and interest 
☐ Rent – Office, Storage, Warehouse, Storage 
☐ Office supplies and products 
☐ Mileage logs and other vehicle expenses 
☐ Business-use asset information (cost, date placed in service, etc.) for depreciation 
☐ Home office square footage
☐ Offsite Office square footage

Several Convenient Payment Options

Tax Returns:

We accept nearly all forms of payment to process your Paper or Electronic tax filing including:

  • All Debit Cards
  • All Major Credit Cards
  • ACH Bank Transfers
  • Stripe Payments
  • PayPal Payments
  • PayPal Invoicing
  • Invoice Payments
  • Pay By Returns

Add-Ons:

You may add additional services to your transaction to include:

  • IdentityIQ Theft Protection - $29.95
  • Protection Plus Audit Protection - $79.95
  • White Glove Service - $99.95
  • Two Year Rate Lock - $179.95

Full pricing details are located at: HERE

Partner Merchants

Thinking about planning ahead?
Schedule a Complimentary Tax Planning Strategy Today

Making the best tax decisions happens before the year is over. Adding Tax Planning strategies can help you stop overpaying in taxes by rolling a different set of dice to include deductions, investments, credits and expenditures. 

We will craft a plan by analyzing your financial situation to determine how to pay the lowest amount of taxes based on your current circumstances.

Removing the stress and burden of financial compilation is how we can assist you tomorrow and beyond. Book Your Appointment

Did You Know?

Over 160 Million Tax Returns were e-filed last year and of that over 20% were delayed due to errors. My goal as your Tax Professional is to not only handle your Accurate Income Taxes - but to create a plan that strengthens your portfolio, keeps your business moving forward, thus building a life-long relationship with you.

My passion for helping clients understand their tax situation has the ability to improve the lives of you, your family, and your business. You can expect my engagement to include a review of your past books to create a realistic roadmap for the next four quarters.

IL Review

When you need accurate income tax preparation, you have to trust TAXPRONAME with DaBizzName with your financials. I know my whole family is covered because they ask more questions than any other office that i've been to. Five Stars!