Services and Solutions
Designed for the Self-Employed.
760-668-6676
Sole Proprietors
Independent Contractors
Freelancers
"Self-employed persons should have the opportunity for "affordable" professional tax preparation, bookkeeping, and reporting services so you can focus on what you do best - growing your business."
- Chris Compton, CRTP AFSP
Owner, Essential Tax and Bookkeeping
How I Can Help
With 17 years of experience in California serving individuals, families and of course, the self-employed - oh yes, I'm a Schedule C guru!
In addition to preparing and filing clients’ personal tax returns, I specialize in helping unincorporated business owners (freelancers, independent contractors, sole proprietors) grow their business without the stress and headaches of managing their own books and taxes.
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Self-employed individuals already bear a challenging set of circumstances like self-employment taxes, estimated tax payments, sub-contractor 1099 reporting, and high rates of scrutiny by taxing authorities.
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Adding shoeboxes to the shelf for your receipts; filing 1099’s for your contractors; keeping log sheets for your vehicle's business miles; knowing which deductions you “can” and “can’t” take; getting organized for tax time - all of this can be daunting, taking precious time away from growing your business or relaxing with family.​
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My expertise helps the Self-Employed:
- save time and money;
- get a clear picture of income and expenses;
- maximize business deductions;
- stay organized and compliant for tax time; AND
- file taxes.​
Essential Tax and Bookkeeping's services include:
- tracking your business income and expenses, saving you significant time and headaches;
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- producing monthly reports that show you how your business is performing;
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- managing your end-of-year responsibilities like 1099 submissions, to ensure everything is filed and mailed on time;
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- preparing and filing your taxes, with your business transactions neatly categorized to the right places, while maximizing your deductions to ensure you aren’t paying more than you should be; AND
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- keeping your books organized, so in the event of an audit, the documentation you need to substantiate your deductions will be there.
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Service and Rates
ESSENTIAL PLUS
Affordable. Secure. Tax Compliant. (and tax-deductible!)
Service Includes:
Income and Expense Bookkeeping
Monthly Profit and Loss Statements
Secure Online Portal with Bank-Level Encryption
Digital Receipt Capture
24/7 Secure Messaging
Automated Mileage Tracking*
End-of-Year 1099 Filing**
AND
Advanced Federal and CA State Tax Preparation and E-File
with Schedule C, Self-Employment Income/Loss***
(a $425.00 value per year!)
Up to 30k Annual Revenue
$150.00
monthly (recurring)
+ one time $300
setup/onboarding fee
30k - 60k Annual Revenue
$200.00
monthly (recurring)
+ one-time $300
setup/onboarding fee
Over 60k Annual Revenue
+ one-time $300
setup/onboarding fee
$275.00
monthly (recurring)
Bookkeeping Service Plan Conditions and Limits:
* Automated mileage tracking includes one (1) vehicle. Add'l vehicles add $25 per month, per vehicle.
** End of year 1099 filing includes up to five (5) contractors. Add'l 1099 filings add $20 per contractor.
*** Advanced federal 1040 / CA state 540 Tax Preparation and e-File includes one (1) Federal 1040 and one (1) State CA540 per client, per year.
Tax Preparation
and e-File
Schedule an office visit, or we can do it all from the comfort of your home or office. The choice is yours! Professional Tax Preparation and e-File has never been easier - with bank level encryption and 24/7 secure messaging, you can rest assured that your information stays safe and secure.
- Federal (1040)
- CA State (540)
- K-1 Reporting
- Capital Gains/Losses
- Rental Income
- Sales of Property/Investments
- Self-Employment Income/Expenses
- Maximize Tax Credits/Deductions
Federal 1040 and CA State Tax Preparation and e-File Services starting at $250.00.
See our fee schedule HERE
*Our firm specializes in Personal Tax Preparation, and Bookkeeping services for Individuals, Independent Contractors, Freelancers and Sole-Proprietors. We do not provide any services for corporate entities (LLP, LLC, Corporations).
Tax Preparation Fees
Simple Federal 1040 and CA State 540 Tax Preparation and e-File: $250.00
for single, w-2 income-only filers with no itemized deductions or dependents
Advanced Federal 1040 and CA State 540 Tax Preparation and e-File: $300.00
w-2’s, 1099’s, interest/dividends, dependents, itemized deductions, associated qualifying tax credits
Self-Employment Income (Schedule C): $125.00 per business
income, expenses, business use of home, business use of vehicle(s)
Sales of Property, Investments, K-1 Reporting, 1099-K (Schedule D): $125.00
Rental Income, K-1 Income/Loss from Partnerships or S-Corps (Schedule E): $125.00
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(per rental property, partnership or S-corp)
Tax Preparation and e-File Additional States (other than CA): $150.00 per state
Get
in touch
Questions? Just ask-
I look forward to hearing from you!
Office is located in Big Bear City, CA.
(Street address provided with appointment)
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Mailing Address:
P.O. Box 1713
Big Bear Lake, CA 92315
(760) 668-6676 (call or text)
Email: essentialtaxus@gmail.com
Essential Tax and Bookkeeping is a licensed, bonded and insured
tax preparation firm.
Registered with the California Tax Education Council (CTEC).
CTEC ID: #A335035
IRS AFSP Record of Completion.
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Member of the American Institute of Professional Bookkeepers (AIPB).
