For 1099 & gig workers

Tax help for the self-employed

Rideshare, delivery, freelancers and independent contractors — we help you stay organized, talk through deductions, and keep up with quarterly estimated taxes. Hablamos español.

General topics

Deductions to discuss with your preparer

These are common areas self-employed people ask about. We'll review what actually applies to your situation — bring your records and we'll talk it through.

Vehicle & mileage

Business use of your car — track miles driven for work.

Home office

A dedicated workspace used regularly for your business.

Phone & internet

The business portion of your phone and internet bills.

Supplies & materials

Items you buy to do your work.

Software & subscriptions

Apps, tools and platforms you pay for to run your work.

Professional development

Courses, licenses and training related to your trade.

Health insurance

Self-employed health insurance considerations to discuss.

Retirement contributions

Saving for retirement as a self-employed person.

Business meals

Meets with clients or collaborators — keep the receipts.

Equipment & tools

Tools and equipment used in your business.

General topics only — not a list of guaranteed deductions. We'll confirm what applies to you based on your records.

Stay on track

Quarterly estimated tax reminders

If you're self-employed, taxes usually aren't withheld from your pay. Setting aside money for estimated taxes through the year helps you avoid a surprise bill. These are the general IRS due dates — we'll help you plan amounts and timing.

Heads up: due dates can shift when they fall on a weekend or holiday. We'll keep you on track.

Quarter 1
April 15
For Jan–March income
Quarter 2
June 15
For April–May income
Quarter 3
September 15
For June–August income
Quarter 4
January 15
For Sept–December income
Recordkeeping tips

Good records make tax time easier

A few habits that help you stay ready all year.

Keep business and personal finances in separate accounts.

Save every 1099 you receive and match them to your records.

Log mileage for business driving as you go — don't guess later.

Save receipts digitally so they're easy to find at tax time.

Track income and expenses monthly so nothing gets missed.

Bring organized records to your preparer to make filing smoother.

Get started

Let's get your taxes organized

Tell us a little about your situation and pick a time that works for you. We'll help you figure out the next step — no pressure.

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For your security, please don't include SSNs, EINs, bank details, or uploaded documents in this form.

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