Independent workers & sole proprietors
For people earning income from clients, independent work, or multiple platforms who need their activity assessed for return preparation.
OPTIMUM / SELF-EMPLOYED TAXIndependent work.
Independent work.
A clearer tax season.
Organize the income, expenses, and questions that come with working for yourself.
THE OPTIMUM DIFFERENCEA focused service.
A focused service.
A practical starting point.
We start by understanding your needs and confirming the scope of the work.
01
Income records
Bring payment records and tax documents related to your independent work.
02
Business expenses
Gather expense records and supporting documents for discussion.
03
Planning questions
Discuss current-year changes and the questions you want to address beyond the return.
Understand the serviceWho it helps.
01 / WHO IT SUITS 02 / DEFINE YOUR DELIVERABLES 03 / YOUR ROLE
Who it helps.
What to agree before we begin.
Agree the scope
Discuss income records, business expenses, payments, and the returns to prepare. Separate bookkeeping or planning needs can be scoped first.
Prepare for the work
Bring a complete picture of your activity and supporting records. Explain any personal and business transactions that are mixed.
After your inquiry
Your request is recorded with a reference number. Discuss your circumstances with our team, confirm the work and fees, and arrange the appropriate method for sending records. Submitting a form does not begin preparation or create a software account.
Discuss self employed tax ↗BEFORE WE TALKA little organization.
A little organization.
A more useful conversation.
These records provide a starting point. Your exact document needs will be confirmed for your circumstances.
✓Income and payment records
✓Business expense records
✓Prior-year returns and payment information
Ask us for an approved document-sharing method before sending sensitive records.
YOUR QUESTIONS, ANSWERED
Browse all FAQs ↗Self-employed tax FAQ
What records should independent workers collect?
Gather payment records, income statements, business expense records, prior-year returns, and payment information. Include a description of the work you do and any changes during the year.
Can I discuss income from several clients or platforms?
Yes. Bring a complete picture of your activity across clients, payment processors, and platforms. Keeping records together helps identify questions and reconcile the information before preparation.
What if personal and business transactions are mixed?
Tell us which accounts contain mixed activity and organize the supporting records. We can discuss what clarification or bookkeeping work is needed before the preparation scope is finalized.
Can I ask about expenses related to my work?
Yes. Bring the records and explain how each expense relates to your activity. Treatment depends on your circumstances and supporting information; a receipt alone does not establish the tax treatment.
Can I discuss payments and planning for the year ahead?
Yes. Bring your current income information, prior return, and payment records. A planning conversation can be scoped separately to review your questions and changing circumstances.
Do I need the free preparer software to use this service?
No. The software offer is for professional preparers with an EFIN and PTIN. A self-employed client can request professional tax services directly through the contact page.
LET’S MOVE FORWARD
Request a consultation ↗Let’s talk about your self-employed tax.
Tell us where you are today. We’ll help define the next conversation.