Sole Proprietorship
Schedule C prepared alongside your personal return, with clean expense categories and a self-employment tax plan.
- Filing
- Schedule C with your 1040
- Estimates
- Quarterly vouchers included
- Starting at
- $395 flat
What's included
- Schedule C prepared with your individual return
- Self-employment tax calculation and quarterly estimate vouchers
- Home office, mileage and equipment depreciation
- Reconciliation of every 1099-NEC and payment-processor total
- Entity review: whether an S election would lower your tax
Who it's for
- Freelancers and consultants invoicing under their own name
- Single-owner shops, trades and service businesses
- Side businesses that outgrew hobby-level income
From $395 including the personal return. Businesses with more than 300 transactions a year are usually better served by adding monthly bookkeeping.
Our process
- STEP 01
Consult
We review revenue, expenses and how you track them today.
- STEP 02
Organize
Bank and card activity mapped into deductible categories.
- STEP 03
Prepare
Schedule C, SE tax and the personal return built together.
- STEP 04
File & plan
E-file, then set next year’s quarterly estimates.
What you'll need
Bring what you have. If something is missing we will tell you exactly how to get a copy.
- Year-end profit and loss, or bank and card statements
- All 1099-NEC and 1099-K forms received
- Mileage log or total business miles
- Receipts for equipment purchased over $500
- Home office square footage and rent or mortgage totals
Questions about sole proprietor filing
It depends on profit, not revenue. We run the comparison as part of the return and tell you the tax difference in dollars before recommending a change.
We calculate the underpayment penalty, file the return, and set up a payment schedule with the IRS if the balance is large. Then we build vouchers so it does not repeat.
That is normal. We can rebuild the year from bank statements as a one-time catch-up before preparing the return.
Ready to hand off the paperwork?
Twenty minutes on the phone is usually enough to know exactly what your return needs and what it will cost.