Tax · A defined engagement
Self-employed taxes
Independent work brings a different recordkeeping picture. Self-employed tax preparation connects your personal return with the business activity included in its agreed scope.
Explore the detailsWhat the work includes
A useful result,
clearly defined.
These are the deliverables to discuss when agreeing on your scope.
- 01
A business activity review
A discussion of your work, sources of income, and the records available for the year.
- 02
A connected checklist
Personal-return information alongside the business records and supporting details needed for the agreed scope.
- 03
Preparation and explanation
A prepared return with questions resolved and an opportunity to review before authorization.
When it fits
Does this sound familiar?
- You freelance, consult, or operate an independent business.
- Business income and expenses need to be organized for preparation.
- You want to separate recordkeeping gaps from the return itself.
A useful distinction
Keep the records behind the totals.
An income total is only part of the picture. We discuss how it was assembled and what documentation supports the business activity.
- Organized records
- Bring reconciled books or a clearly organized income and expense record.
- Records still in progress
- Scope catch-up or cleanup separately so preparation does not rest on unexplained totals.
Prepare for the conversation
The records behind the work.
- Personal-return information and prior-year return
- Business income and expense records
- Supporting records for assets and business activity
- Relevant payment records and tax correspondence
Gather these for an agreed secure handoff. Do not send sensitive documents through this website.
How it moves forward
- 01
Understand the work
Discuss your activities and how they have been reported.
- 02
Connect the records
Identify missing information and any separate bookkeeping scope.
- 03
Review the full return
Explain the prepared return and the questions to carry into planning.
Before we begin
A few useful answers.
Do I need a particular bookkeeping app?
The starting point is a clear, supportable set of records. We review what you use before recommending any separate setup work.
Can we discuss the year ahead?
Yes, through a separately scoped planning conversation. Preparation for a completed year and forward-looking planning have different deliverables.
The next conversation
Start with your situation.
Identify the records, the periods, and the question you want to answer. We can then discuss a scope and fee.
Online scheduling is being prepared. No appointment is booked through this page.
Information on this website is general and is not tax advice. Tax advice is provided only after an engagement is signed. Outcomes depend on your individual circumstances.