Self-Employed & 1099 Strategy
Quarterly planning and deduction architecture for 1099 earners.
Self-employment income compounds quickly — and so do the tax consequences. We build a year-round system around your 1099 income so quarterly payments are accurate, deductions are documented, and entity decisions are made before they cost you.
A fit for clients who need…
- Independent consultants and contractors
- Creators, freelancers, and gig professionals
- Service providers preparing to form an LLC or S-Corp
- Side-business owners with W-2 day jobs
Scope of work
- Quarterly estimated tax calculations
- Schedule C or pass-through entity preparation
- Home office, vehicle, and accountable-plan analysis
- Retirement contribution strategy (SEP, Solo 401(k))
- Reasonable-compensation review for S-Corp owners
How we work this engagement.
Baseline
We review prior returns and current bookkeeping to set a starting point.
Plan
Quarterly projections, deduction map, and entity recommendation.
Operate
Check-ins each quarter to adjust estimates and capture new deductions.
File
Year-end preparation reflects the planning you already did.
Common questions.
When should I elect S-Corp status?+
Typically once net self-employment income consistently exceeds the salary you'd reasonably pay yourself. We model both sides before recommending.
Do you work with bookkeepers?+
Yes. We coordinate with your existing bookkeeper or recommend one if needed.
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