Annual Tax Filing for Single Member

LLCs/Sole Proprietors/Freelancers

 

Never miss a deadline, and forget important filing paperwork and accurately report your income and expenses. Get the best return possible for you and your business, with a team that cares and gets the job done.

Still accepting clients for the 2024 tax year.

*Please note, new clients will be placed on an IRS extension for 2024. This extension provides extra time to file your personal or business tax return, but any taxes owed must still be paid by the April deadline. The extension only applies to filing, not to payment.

Get the return you deserve.

Your Tax Return Options

The preparation process starts at end of 1/10/2025, with an estimated filing of two months (approximately the end of March 2025).

Includes:

  1. Electronic 1099 preparation and filing for up to 5 contractors.

    • Additional 1099s are $25 each.

  2. Includes your personal return and Schedule C for business/freelance income.

    • This includes a spouse if you are married and filing jointly.

  3. Review of accounting transaction categories.

The Goldilocks

You have most of your tax sh*t together, but also have a few questions that need answering.

This includes some document review and a personalized walkthrough to cover any major questions you may have. This also includes a 30 minute tax call between June and October and year-round email support.

The Holy Grail

This is a collaborative process between you and our team..

This includes two 30-minute tax strategy calls (one during tax season and one in the Summer) so we can work together to be proactive instead of reactive and save you $$$!

The Goldilocks

Includes:

One Time Payment

$1,427.80

Payment Plan

$475.93

Quantity:
ADD TO CART
$475.93 every month for 3 months
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  • Once per year (Summer) Tax Strategy Calls

  • Limited Email Support

  • 4 weeks turnaround time for Tax Returns

  • Extension is based on the client's discretion

  • Associate Tax Member as Point of Contact

  • Electronic Client Document Submission

The Holy Grail

Includes:

  • Tax Return Preparation

  • Zoom Meeting for Tax Return Review

  • Actual Real Time Estimates for Quarterly Estimated Taxes

  • Monthly Tax Optimization Checklist

  • Quarterly tax savings newsletter

  • Personalized tax plan

  • Government notice response

  • 12 Months Wealth Witches Membership

  • Audit Support

The_Freelance_CFO_Taxes
The_Freelance_CFO_Taxes

One Time Payment

$3,388.00

Payment Plan

$1,129.33

Quantity:
ADD TO CART
  • Twice per year Tax Strategy Calls

  • Unlimited (one week response time) Email Support

  • 2 weeks turnaround time for Tax Returns

  • Extension is based on the client's discretion

  • Senior Tax Member as Point of Contact

  • Electronic or Paper Client Document Submission

$1,129.33 every month for 3 months
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Got A Question?

 

Get Your Questions Answered

For any general inquiries (and if you just want to talk smack about Dave Ramsey) email us at hello@thefreelancecfo.biz, or with the form below.