We will file your federal and state income tax returns that are due April 15th (March 15th for S Corps and Partnerships). This includes both business and personal income tax filngs.

 

All clients receive a complementary extension if additional times is needed.

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Our process includes:

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1. You upload your tax documents and complete a series of questionnaires in our secure online portal.

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2. We ask any necessary follow up questions.

 

3. We provide a draft of your tax return including a personalized video explanation in plain language.

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4. Upon your approval, we proceed with collecting necessary e-signatures and completing your tax filing.

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    TAX RESOURCE CENTER

    Freelance 101
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    Freelance 101

     

    Best Practices

    • What is an EIN and how to get one

    • Separating business and personal finances

    • Invoicing best practices

    • What is a profit and loss report?

    • Form 1099 reporting requirements

    • How to start a new business

    • How to hire subcontractors

    • How to pay quarterly estimated taxes

    • LLCs vs liability insurance

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    Video Resources

    • [Free webinar] How to take charge of your taxes as a freelance interpreter (explains separating finances, business deductions & quarterly taxes)

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    Spreadsheets

    • Invoice tracker spreadsheet (google sheet) (excel)

    • Quarterly estimated tax calculator spreadsheet (google sheet) (excel)

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    Example W9 Forms

    • W9 Form for a sole proprietor

    • W9 Form for a sole proprietor with an EIN

    • W9 Form for a sole proprietor with an EIN and a Tradename (or a DBA)

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    Business Expense Deductions

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    Best practices​​

    • How to use YNAB for business record keeping

    • Business trip flowchart

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    Specific deductions

    • Tax deductions for interpreters

    • Tax deductions for photographers

    • Tax deductions for artists

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    • Tax deductions for musicians

    • Auto expense info sheet

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    Liability insurance providers for interpreters

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    Rental income tips

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    Spreadsheets

    • 2022 Business expense tracker spreadsheet

    •  2021 Business expense tracker spreadsheet 

     

    LLCs, Corporations, Partnerships & Non-profits

     

    Comparison charts

    • Sole Proprietor vs S Corp

    • Sole Proprietor vs C Corp

    • S Corp vs C Corp

    • Sole Proprietor vs Partnership

    • Qualified Joint Venture vs Partnership

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    S Corps

    • What is an S Corp

    • How to decide a reasonable salary

    • What is an accountable plan?

      • How to set up an accountable plan

      • Options for reimbursing auto-related expenses via an accountable plan

    • How to take owner's distributions

    • Payroll taxes vs quarterly estimated taxes

    • How to compare a staff position vs owning an S Corp

    • Retirement options for S Corp owners

    • Form 1099 reporting requirements

    • S Corp Health Insurance Deduction FAQs

    • How to contribute to and HSA as an S Corp owner

    • S Corps, C Corps and SSDI

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    Partnerships

    • Example partnership agreement

    • Example partnership meeting minutes (to add UPE to the agreement)

    • What is a partnership

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    LLCs

    • What is an LLC

    • How to form an LLC (state specific guides)

    • LLCs vs liability insurance

    • What does it mean when an LLC is taxed as a Sole Proprietor?

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    Non-profits

    • Filing requirements

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    Example W9 forms

    • W9 Form for an LLC S Corp

    • W9 Form for an LLC C Corp

    • W9 Form for an LLC sole proprietor

    • W9 Form for an LLC partnership

     
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    Retirement

     

    Comparisons

    • [S Corp Owners] SEP IRA vs Solo 401k

    • [S Corp Owners] How to set up a SEP IRA in QuickBooks

    • [Sole Proprietors] SEP IRA 

    • Roth IRA vs Traditional IRA vs SEP IRA vs Solo 401k

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    Helpful Links

    • Maximum retirement contribution calculator

     
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    Personal Taxes & Finances

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    Personal income & taxes

    • How do I pay my taxes on EFTPS?

    • How do I pay my taxes on DirectPay.IRS.Gov?

    • Inheritance vs gifts

    • How to call the IRS and get a hold of someone

    • I've experienced identity theft, what do I do now?

    • Tax implications of investing in stocks

    • I can't afford to pay my taxes... what do I do?

    • Personal budgeting apps

      • You Need a Budget

      • Mint

      • Every Dollar

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    Personal tax deductions & credits

    • Charitable donations and taxes

    • Standard personal deduction vs itemized personal deduction

    • What is the child care credit?

    • Health savings accounts quick guide

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    Homeowner tax tips

    • Tax implications of a HELOC loan

    • Tax implications of selling a home

    • Tax implications of buying a home

    • What is considered my home for tax purposes?

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    Spreadsheets

    • How many hours do I need to work? (google sheet) (excel)

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