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.

We are accepting 2026 tax clients.

Get the return you deserve.

Your Tax Return Options

The preparation process starts at end of 1/10/2026, with an estimated filing of two months (approximately the end of March 2026).

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. (We love Xeroโ€”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.

Learn more

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 $$$!

Learn more

Choose your plan

The Goldilocks

$1700

โ†’Tax Return Preparation

โ†’ Loom Video Review

โ†’ Quarterly Tax Checklist

โ†’ IRS Notice Response

โ†’ Associate Tax Member

โ†’ 6-Month Wealth Witches Membership ($1/month)

โ†’ 1 Tax Strategy Call/Year*

โ†’ Limited Email Support

โ†’ 4-Week Turnaround

Popular

The Holy Grail

$3400

Everything in Goldilocks, plus/upgrade:

โ†’ 1:1 Zoom Review

โ†’ Real-Time Quarterly Estimates

โ†’ Monthly Tax Checklist

โ†’ Personalized Tax Plan

โ†’ Audit Support

โ†’ 12-Month Wealth Witches Membership

โ†’ 2 Tax Strategy Calls/Year

โ†’ Unlimited Email Support

โ†’ Senior Tax Member

โ†’ 2-Week Turnaround

The Goldilocks

Includes:

One Time Payment

$1,700

Payment Plan

$154.55 for 11 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

  • 12 Months Wealth Witches Membership

  • Audit Support

The_Freelance_CFO_Taxes
The_Freelance_CFO_Taxes

One Time Payment

$3,400

Payment Plan

$309.09 for 11 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?

 
Checkout Our FAQ's
 
 

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.