Sole Proprietor Returns (Schedule C)

What we need

• Profit and loss statement — your income and expenses by category
• 1099-NEC and 1099-K forms you received
• Prior year's tax return
• Business mileage log, or your actual vehicle expenses
• Home-office details (the square footage used for business), if you claim it
• A list of equipment or assets purchased during the year to depreciate
• Self-employed health insurance premiums you paid
• Estimated tax payments made during the year

Tip: keeping business income and expenses separate from personal spending makes your return smoother — and often lowers it. Not sure a cost counts? Bring it and we'll sort it out together.

What's included

• Review of your income and expense records
• Complete preparation of your Schedule C with your Form 1040
• Self-employment tax calculated correctly
• Secure electronic filing with the IRS and your state
• A copy of your completed return in your secure client portal
• Quarterly estimated tax payment vouchers for next year, if you need them
• If we make an error on your return, we fix it