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.
Accepting clients for the 2025 tax year.
Get the return you deserve.
Your Tax Return Options
The preparation process starts around the week of 1/15/2026, with an estimated filing of two months (approximately the end of March 2026).
Includes:
Electronic 1099 preparation and filing for up to 5 contractors.
Additional 1099s are $25 each.
Includes your personal return and Schedule C for business/freelance income.
This includes a spouse if you are married and filing jointly.
Review of accounting transaction categories. (We love Xero—Ask us why!)
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 Essentials
You have your tax sh*t together, feel confident in your materials and don’t need a detailed review.
You just need someone to get it all organized, filed and submitted for you!
Choose your plan
The Goldilocks
$1650
Everything in The Essentials, plus/upgrade:
→ Loom Video Review
→ Quarterly Tax Checklist
→ IRS Notice Response
→ 6-Month Wealth Witches Membership ($1/month)
→ 1 Tax Strategy Call/Year*
→ Limited Email Support
→ 4-Week Turnaround
→ Extensions: Client’s Discretion
Popular
The Holy Grail
$3300
Everything in Goldilocks, plus/upgrade:
→ 1:1 Zoom Review
→ Real-Time Quarterly Estimates
→ Monthly Tax Checklist
→ Personalized Tax Plan
→ Audit Support
→ 12-Month Wealth Witches Membership
→ 2 Tax Strategy Calls/Year
→ Unlimited Email Support
→ Senior Tax Member
→ 2-Week Turnaround
The Essentials
$1175
→ Tax Return Preparation
→ Email Review for Tax Return
→ Safe Harbor Quarterly Estimates
→ Annual Tax Checklist
→ Quarterly Tax Newsletter
→ Associate Tax Member
→ 8-Week Turnaround
→ Filed on an extension basis
The Essentials
Includes:
Tax Return Preparation
Email Communication for the Tax Return Review
Safe Harbor Estimates (based on the prior year) for Quarterly Estimated Taxes
Annual Tax Optimization Checklist
Quarterly tax savings newsletter
One Time Payment
$1,175
Payment Plan
$117.50 for 10 months
8 weeks turnaround time for Tax Returns
Filed on an Extension Basis
Associate Tax Member as Point of Contact
Electronic Client Document Submission
No calls are included
The Goldilocks
Includes:
Tax Return Preparation
Recorded Loom Video for Tax Return Review
Safe Harbor Estimates (based on the prior year) for Quarterly Estimated Taxes
Quarterly Tax Optimization Checklist
Quarterly tax savings newsletter
Government notice response
One Time Payment
$1,650
Payment Plan
$165.00 for 10 months
Once per year (Summer/Fall) 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
Audit Support
One Time Payment
$3,300
Payment Plan
$330.00 for 10 months
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
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.