1099 Tax specialist
Getting compensated via 1099-MISC comes with immense tax planning opportunity. If you haven't considered the options below, we need to talk.
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Proper entity classification
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Solo 401(k)
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SEP IRA
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Traditional vs Roth IRAs
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QBI optimization
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Making deductible Section 530A "Trump" account contributions
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PTE (pass-through entity) tax election
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Deferred Comp Plans
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Defined Benefit Cash Balance Plan
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Spousal & Family Compensation and its planning benefits
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HSA plans
Custom, detailed summaries show exactly how much these legitimate tax strategies can save you.
YOUR CUSTOM PLAN INCLUDES:
Tax Return Preparation
Your business, individual, payroll, and all other tax forms prepared by an experienced CPA with over 20 years of experience.
Your current year and projections are reviewed in an easy-to-understand custom report.
Your Tax Plan
Every client is unique and requires a individual plan. We look at your current and future income, age, goals, and your unique financial situation to create a custom plan that incorporates every tax advantage possible.
We'll review A/B options with simply stated, quantified goals and projections.
Constant updates
1099 clients are all we do. Our narrow focus allows us to stay up to date on the changing tax environment.
We'll stay on top of your plan constantly and are available to answer questions any time.
We'll coordinate with your advisors and host quarterly updates to make sure you're on track to meet your goals.
build wealth
Leveraging the proper tax plan can build generational, tax-deferred wealth.
reduce taxes
Maximum tax savings, minimal effort.
Why Choose 1099 CPA?
1099 Focus
No Hidden Fees
Tailored Plans
Strategic Reach
We specialize exclusively in high-income tax return preparation for independent professionals and specialized consultants.
Our professional fees are transparent and communicated upfront, ensuring you never face hidden charges or billing surprises.
We replace generic templates with custom-crafted tax strategies designed to align with your specific income goals and business structure.
We proactively provide year-round guidance to identify tax-saving opportunities before they happen, maximizing your wealth. Quarterly check-ins help ensure your plan is on track.
How Much does it Cost?
$5995/year (or $500/month)
Covers Everything:
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Business Tax Return
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Personal Tax Return
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Payroll Tax Returns
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Business Accounting
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Ongoing Tax Planning
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Tax Projections & Review
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Quarterly Planning and Reviews
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Unlimited Q & A
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Basic IRS & State Letter Correspondence
No extra or hidden fees, ever. Simple, transparent pricing
TAX PREPARATION & STRATEGY FOR HIGH-INCOME 1099 PROFESSIONALS