If you’re self-employed or running a small business, your taxes require extra attention and the right strategy. From income and expenses to Schedule C reporting, I help make sense of it all so you can file with confidence.
To make things easier, I’ve listed the documents you’ll want to gather before starting the form. When you’re ready, click Get Started to complete the Client Intake Form with your business details. After submitting the form, you’ll be able to schedule your appointment so we can move forward together.
Business Information
- Photo ID and SSN or EIN
- Business name, address, and entity type
- Business licenses and insurance documents
Income Records
- 1099-NEC / 1099-MISC forms
- Sales reports, invoices, or income summaries
- Cash income records (if applicable)
Expense Documentation
- Advertising and marketing expenses
- Supplies, equipment, and software costs
- Business mileage log
- Home office expenses (if applicable)
- Phone and internet business-use amounts
Required for Compliance
- Prior-year business tax return
- Retirement and health insurance contribution records
- IRS correspondence, if any
*Disclaimer: This checklist is provided as a general guide only. The documents listed are not limited to those that
may be required. Additional information or documentation may be necessary to accurately prepare and complete
your tax return in compliance with IRS regulations