1099 Workers
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1099 Workers *
Bookkeeping, Tax, and Strategic Advisory—Built Exclusively for the Self-Employed
Most 1099 professionals spend 10+ hours a month struggling with spreadsheets and worrying about tax season. We eliminate that burden by combining cutting-edge technology with human expertise. We don’t just record your past; we protect your future by ensuring you never overpay the IRS and always know exactly where your business stands.
We provide a "set-it-and-forget-it" experience. From the moment you earn a dollar to the moment you file your taxes, our platform tracks every expense, calculates your quarterly estimates in real-time, and provides expert advisory to help you scale. It’s like having a CFO, a Bookkeeper, and a Tax Pro in your pocket.
Key Features
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Smart Categorization: Link your bank accounts and let our AI sort your business expenses from personal ones automatically.
Receipt Capture: Snap a photo of a receipt and our system instantly matches it to the transaction, ensuring you’re audit-ready.
Real-Time P&L: View your profit and loss statement at any time via a clean, intuitive dashboard.
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Quarterly Estimate Calculations: Never be surprised by a tax bill again. We calculate exactly what you owe each quarter.
Deduction Finder: Our system identifies "hidden" 1099 deductions (home office, equipment, travel) to lower your taxable income.
Full Year-End Filing: We handle your federal and state tax returns from start to finish.
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Entity Optimization: Not sure if you should be an LLC or an S-Corp? We analyze your income to determine the most tax-efficient structure for you.
On-Demand Expert Access: Message a dedicated tax professional whenever you have questions about a large purchase or a financial shift.
Retirement Planning: Guidance on SEP-IRAs, Solo 401(k)s, and other vehicles to help you save for the future while reducing today’s taxes.
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The myVault S-Corp-in-a-Box Solution is a comprehensive, end-to-end business management platform designed specifically for high-earning independent contractors, consultants, and freelance professionals. The solution automates the transition from a Schedule C Sole Proprietorship to a structured S-Corporation, allowing business owners to significantly reduce their self-employment tax liability while ensuring rigorous adherence to IRS and state compliance standards
Got Questions? We Have Answers…
Our Services
Business Formation.
Establishing the right business entity is a critical step for healthcare travelers, independent practitioners, and private practices to protect personal assets, optimize tax benefits, and ensure regulatory compliance. We partner with FILEJET to make entity formations and maintenance fast, easy and affordable for our clients.
Accounting & Bookkeeping.
Managing finances on the go can be challenging for healthcare travelers, independent practitioners, and private practices. Our Cloud-based Automated Bookkeeping service offers a seamless, efficient solution designed to keep your financial records accurate, and accessible anytime, anywhere.
Our Turnkey Tax-Saving Machine for High-Earning 1099 Contractors and LLCs.
If you are a 1099 contractor or a single-member LLC earning over $60,000–$80,000 in annual profit, you are likely overpaying in self-employment taxes by thousands of dollars every year. S-Corp in-a-Box™ is our all-in-one solution that transitions you into a sophisticated corporate structure, handles the complex administrative burden, and maximizes your take-home pay. We handle the paperwork; you enjoy the savings.
The S-Corp election is the single most effective tax strategy for independent professionals, yet many avoid it because of the "compliance headache."
S-Corp in-a-Box™ removes the friction. We take care of everything from the initial IRS election and payroll setup to ongoing bookkeeping and year-end corporate tax filings. We don’t just set it up and leave you to figure it out—we manage the entire lifecycle of your S-Corp, ensuring you stay compliant with IRS "reasonable salary" requirements while optimizing your distributions for maximum tax efficiency.
Reasonable Compensation.
The self-employed and 1099 independent contractors who elect S-Corp status face unique challenges in determining reasonable compensation due to IRS scrutiny and regulatory requirements. Our Reasonable Compensation advisors provide specialized guidance to help S-Corp electing freelancers and 1099 contractors establish compliant, well-documented compensation structures that balance tax efficiency with regulatory compliance.
Entity Formation Advisory.
If the S-Corp is not ideal for your situation, our Entity Formation advisors provide expert guidance to help entrepreneurs and business owners select and establish the optimal legal structure for their new or evolving ventures, besides an S-Corp. We analyze your business goals, operational needs, and tax considerations to recommend the most advantageous entity type—whether it be a sole proprietorship, partnership, LLC, corporation, or other structures.
Business Checking.
We partner with BLUEVINE to provide our clients with a business checking account that integrates via direct feeds to your accounting & bookkeeping. Bluevine’s business banking comes with all financial tools in one place to help you manage your business on the go – never step foot in a bank again!
Tax Compliance & Filing.
Navigating tax obligations can be complex for healthcare travelers, independent practitioners, and private practices due to variable incomes, multi-state work locations, and industry-specific deductions. Our Tax services provide comprehensive, accurate, and timely tax solutions tailored to the unique financial circumstances of healthcare professionals.
Complete Payroll Solution.
We partner with GUSTO to provide you with a complete payroll solution for small businesses and the self-employed – A centralized hub to manage your employees and 1099 contractors.
Our Payroll Preparation & Benefits services provide accurate, compliant, and efficient payroll processing combined with tailored benefits solutions to support your team and streamline your operations.
Business Planning & Budgeting.
Navigating the complexities of securing SBA financing requires a clear, comprehensive, and compliant business plan—especially for healthcare practitioners and private practices. Our SBA-Compliant Business Plans are expertly crafted to meet the stringent requirements of the Small Business Administration, helping you access critical funding to start, grow, or expand your healthcare practice.
Business Valuation.
Our Business Valuation & Appraisals service provides precise, reliable valuations to support a wide range of business needs, including buying/selling a practice, merging practices, admitting a new partner, partnership dissolution, financing, tax planning, divorse proceedings, and succession planning. We specialize in SBA-compliant valuations, ensuring your business appraisal meets the stringent requirements set by the Small Business Administration for loan approvals and other SBA-related transactions.
Outsourced CFO.
Our Outsourced CFO Services provide businesses with expert financial leadership without the full-time cost. Designed for startups, growing companies, and organizations seeking strategic financial guidance, our seasoned CFOs offer comprehensive financial management tailored to your unique needs..
Exit Planning.
Our Succession & Exit Planning services help business owners strategically prepare for a smooth transition of leadership or ownership, ensuring the long-term success and legacy of their company. We work closely with you to develop customized plans that align with your personal goals, business objectives, and financial needs.
Business Continuity.
Our Business Continuity & Recovery services are designed specifically for healthcare travelers, independent practitioners, and private practices to ensure your practice remains operational and compliant—even in the face of unexpected disruptions.
We partner with iDrive to provide our clients with a business continuity solution to help you recover data and maintain operations in the event of a disaster.
1099 Income Verification.
Accurate income verification is essential for 1099 healthcare professionals to secure loans, leases, insurance, and other financial services. Our Income Verification Services provide reliable, timely, and confidential verification of your independent contractor earnings, helping you meet lender and third-party requirements with confidence.
We partner with Argyle to simplify income and employment verification services for 1099 healthcare professionals.
