Year-Round Documentation for Independent Professionals
Stop reconstructing your tax records every February. We provide structured, monthly documentation and compliance support so your tax return practically prepares itself.
Most Independent Professionals Are Flying Blind for 11 Months
If you're a notary, gig worker, Airbnb host, or freelancer, your income arrives in fragments — 1099s from multiple platforms, cash payments, direct deposits, and reimbursements that all look identical in your bank account. By the time tax season arrives, you're either:
- Digging through 12 months of statements to separate business from personal
- Reconstructing mileage logs from memory
- Wondering if that $3,200 PayPal transfer was from a signing service or your roommate paying rent
- Missing deductions because the receipt is gone and you can't remember what it was for
Tax preparation shouldn't start in March. It should be a continuous process that keeps your Schedule C accurate, compliant, and audit-ready in real time.
Structured Monthly Reconciliation, Not Generic Bookkeeping
This isn't traditional bookkeeping for restaurants or retail shops. We built this service specifically for the income patterns of independent professionals — people who earn through platforms, stamps, miles, and digital payments that most bookkeepers don't know how to classify.
Income Reconciliation
1099 Income Classification
Separation and classification of 1099-NEC, 1099-K, and direct-deposit income.
Platform Payout Reconciliation
Reconciliation of platform payouts — Airbnb gross vs. net, DoorDash/Instacart adjustments, signing service fees.
Reimbursement vs. Income Tagging
Identification and tagging of reimbursements vs. taxable income.
Personal Transfer Filtering
So your roommate's Venmo rent payment doesn't end up on your Schedule C.
Expense Documentation
Monthly Expense Categorization
Business expenses categorized against IRS Schedule C line items.
Mileage Log Review
We audit your tracking app exports monthly, not just at year-end.
Asset & Equipment Tracking
Depreciation schedules maintained in real time.
Home Office Allocation
Utility and space allocation documentation for eligible filers.
Compliance Monitoring
Quarterly Estimated Tax Calculations
Payment reminders and running liability totals so there are no April surprises.
SE Tax Running Tally
Know your self-employment tax exposure in real time, not at filing.
Multi-State Nexus Flagging
Sales and local tax alerts for multi-state earners.
Documentation Gap Alerts
Missing 1099s, unexplained income spikes, and deduction substantiation needs flagged as they arise.
We Already Understand Your Income. We Just Organize It Sooner.
Niche-specific documentation built on the same expertise as our tax preparation.
Hair Stylists & Makeup Artists
- Booth rent, commission, and freelance income separated monthly
- Product and supply tracking (consumables vs. equipment)
- Tip income documentation system (Venmo, Cash App, Square)
- Mileage for on-location bridal and event work
Loan Signing Agents & Notaries
- Per-stamp fee allocation tracking in real time (SE exemption documented monthly, not reconstructed at filing)
- Mileage and toll log audits (SunPass, E-Pass, and manual logs)
- Separation of notarial act income from travel/administrative fees
Short-Term Rental Hosts
- Monthly Schedule E income/expense separation
- Tangible Personal Property (TPP) tracking for Florida county compliance
- Occupancy and cleaning fee categorization
- Platform fee reconciliation (Airbnb/VRBO gross vs. net payouts)
Gig Workers & Drivers
- Multi-platform income consolidation (Uber, Lyft, DoorDash, Instacart, TaskRabbit)
- 1099-K panic prevention — business vs. personal digital transfers separated monthly
- Fuel, maintenance, phone, and supply expense allocation
- Orlando toll recovery documentation (408, 417, I-4 Express)
Influencers & Creators
- Brand deal income tracking and 1099 reconciliation
- Equipment and software depreciation schedules
- Multi-state income sourcing documentation for nexus compliance
Crypto Investors
- Monthly transaction reconciliation and cost basis tracking
- 1099-DA discrepancy flagging before year-end
- Wallet-to-wallet transfer documentation (non-taxable but audit-triggering)
Tax Season Protection Plans
Billed quarterly. Tax prep included in Pro and Max. Cancel or pause anytime.
Tax Saver Lite
$99/mo
$297/quarter
For low-volume earners with simple income.
- Monthly transaction classification
- Digital document storage
- Quarterly estimated tax reminders
Tax Saver Pro
$150/mo
$450/quarter
For active 1099 earners. Tax prep included.
- Everything in Lite, plus:
- Full monthly reconciliation
- Quarterly estimated tax calculations
- Priority tax season scheduling
- Year-end tax prep checklist Jan 1
- Email support year-round
Tax Saver Max
$275/mo
$825/quarter
For multi-state, high-volume, and complex earners.
- Everything in Pro, plus:
- Monthly P&L & SE tax running total
- Asset depreciation & Sec 179 planning
- Multi-platform 1099 reconciliation
- Quarterly strategy call (15 min)
- Tax prep included (1040 + Sch C/E)
Tax Prep Only
$225 starting
Per return, one-time
Handle your own records? We organize them in March and file.
- Form 1040 preparation
- Schedule C / Schedule E
- Compliance review & e-filing
Start with one month. Cancel or pause anytime. Keep your records either way.
Getting Started Takes Less Than 30 Minutes
Connect Your Accounts
Securely link your business bank accounts, credit cards, and payment platforms (Venmo, PayPal, Cash App, Stripe) through our encrypted portal. You control access; we never store login credentials.
We Build Your Monthly Routine
By the 15th of each month, we deliver a categorized income and expense report. You review, flag anything that looks off, and we lock it into your year-to-date record.
File With Confidence
In January, your tax documents are already reconciled. We finalize your return, conduct our compliance review, and e-file — usually before the general public even receives all their 1099s.
Frequently Asked Questions
Do I need to switch banks or use a specific app?
No. We work with your existing accounts. We do recommend separating business and personal transactions into dedicated accounts when possible — it reduces our monthly reconciliation time and your subscription cost.
What if I don't have many transactions?
Notaries and occasional gig workers often have light months. We still review your records monthly to ensure no personal transfers are misclassified and to keep your mileage log current. Light months take less time; the value is continuity, not volume.
Is this a substitute for QuickBooks or Wave?
It replaces the need for you to maintain those tools yourself. We use professional accounting software on the backend, but we handle the categorization, reconciliation, and tax-ready formatting. You get reports, not a login to another app you don't understand.
What happens if I cancel?
You keep all your records. We deliver a year-to-date PDF summary of your categorized income and expenses. Many clients pause during slow seasons and restart when activity picks up.
Can you handle prior-year cleanup?
Yes. If you're behind on bookkeeping from prior years, we quote cleanup separately before starting monthly service. Most cleanup projects range from $400–$800 depending on months of back data and complexity.
Does monthly service include business entity advice?
Monthly documentation focuses on income tracking and tax compliance. If you're considering an LLC or S-Corp election, we address that during your tax strategy review or a separate consultation.
Ready to Stop Reconstructing Your Tax Records?
Monthly documentation starts at $99/month. Tax season shouldn't feel like archaeology.