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Advisory › Foundational packages › Individual Return with Self-Employment, Rental or Farm Income

Individual Return with Self-Employment, Rental or Farm Income

A return and calculator in front of three tabbed dividers marked with a toolbox, a doorway and a wheat sheaf

Adds the structure, cash flow and operations ground that Schedule C, E or F work needs.

Entity Structure Planning

  • Personal/LLC planning
  • LLC compliance and documentation

Cash Flow Planning

  • Income and tax projection analysis and planning
  • Tax payment timing analysis and planning
  • Budget analysis and planning

Business Operations and Documentation

  • Company bank accounts and business expenses
  • Record keeping and expense reporting
  • Business expense reimbursement plan

Independent Contractor-Employee Analysis

  • Independent contractor
  • Employees

Company Fringe Benefits

  • Health insurance premium analysis and planning
  • Medical expense analysis and planning
  • Retirement account analysis and planning
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