Frequently asked questions

High-income independent professionals and specialized consultants who are compensated via 1099 rather than W-2. That exclusive focus is what lets us stay deep on the strategies that matter most for this group.

A flat $5,995 per year, or $500 per month. That covers your business tax return, personal tax return, payroll tax returns, business accounting, ongoing tax planning, tax projections and review, quarterly planning and reviews, unlimited Q&A, and basic IRS and state letter correspondence. No extra or hidden fees, ever.

Everything in your annual plan: return preparation, accounting, year-round planning, quarterly reviews, and unlimited questions. We coordinate with your other advisors and keep your plan current as the tax environment changes. The goal is no surprises — on the work or the bill.

Most firms prepare your return once a year using a generic template. We focus exclusively on 1099 professionals and build a custom, year-round plan — modeling A/B strategy options with quantified savings, then implementing and monitoring them with quarterly check-ins so opportunities are caught before they expire.

It depends entirely on your income, structure, and goals — which is why we don't promise a number up front. Instead, your custom plan shows exactly how much each legitimate strategy can save in your specific situation, with the math laid out clearly so you can decide.

Not necessarily. We start by reviewing your current structure and only recommend changes — such as entity classification — when the quantified benefit justifies it. You'll always see the trade-offs before anything changes.

Year-round. Unlimited Q&A and quarterly reviews are part of the plan. Tax planning works best when it's proactive, so we stay engaged rather than waiting for a once-a-year filing.

1099 CPA is an Arizona registered CPA firm. The process is fully digital and paperless, so we can work together securely no matter where you are — meeting by video when that's easiest, or in person when you'd prefer to sit down together.

Request a free consultation. We'll talk through how you're paid and what you're working toward, then show you what a custom plan would look like — with no cost or obligation.