Introducing Your Free Tax Saving Checklist: Simplify Your Financial Planning
Running a business or working as an independent contractor can be rewarding but managing your taxes can feel overwhelming. That’s why we at The 1099 CPA are offering a free Tax Saving Checklist to make your financial journey easier. Designed specifically for LLC owners, freelancers, and contractors, this checklist covers everything you need to keep your taxes in order—from essential filing deadlines to bookkeeping and payroll tasks.
Download the free checklist here!
What’s Inside the Tax Saving Checklist?
Here’s a breakdown of what the checklist includes:
Quarterly Tasks: Keep track of your bookkeeping and tax filings every quarter. This includes personal payroll, federal and state payroll tax filings, and unemployment insurance filings.
Annual Tasks: Don’t miss out on key yearly deadlines like federal unemployment insurance filings, business income tax returns, and LLC renewal.
Tax Preparation Setup: A step-by-step guide to registering your LLC, obtaining an EIN, setting up business accounts, and establishing payroll software. From Form 2553 to setting up EFTPS payments with the IRS, it’s all in here.
This comprehensive checklist takes the guesswork out of staying compliant with your taxes while helping you avoid penalties and ensuring you don’t miss out on deductions or credits.
Why Are We Offering This Checklist for Free?
The 1099 CPA is a proud member of the Aegis Wealth Management family of companies, and our mission is simple: to make financial success accessible to everyone. Traditionally, the best tax strategies and financial tools were only available to the wealthy. But we believe that everyone—from the self-employed freelancer to the small business owner—deserves access to the same resources that can help them thrive.
By offering this checklist for free, we aim to level the playing field. This guide serves as a roadmap, whether you’re new to managing your business finances or just need a structured approach to staying organized. Our goal is to empower you to make informed decisions that will help you save money and grow your business.
How Can This Checklist Help You?
Tax compliance can be confusing, especially if you’re managing it on your own. Missing a tax deadline or incorrectly filing your payroll taxes can lead to fines and headaches. The checklist not only outlines what needs to be done but also when and how to do it. It’s like having a tax advisor right at your fingertips.
By staying organized and aware of your responsibilities, you can focus on what really matters—growing your business and maximizing your profits.
Take the Next Step
Download your free Tax Saving Checklist today and take control of your financial future. At The 1099 CPA, we’re here to help you succeed, no matter where you are in your business journey. Our checklist is just one of many ways we’re working to give everyone access to the financial strategies and tools they need to prosper.
Remember, you don’t have to navigate the complexities of taxes alone—let us guide you along the way!
Any and all information included in this article and the attached checklist is provided for informational purposes only and is not to be relied upon as a professional opinion. All content does not constitute professional advice and is not guaranteed to be complete, accurate, reliable, current, or error-free. By consuming this content, you accept and agree that following any information or recommendations provided therein and all channels of digital content is at your own risk.