Income index
1099s, marketplace statements, payment-app exports, and invoice summaries are grouped by payer and tax year.
Freelancer tax record prep
Turn scattered 1099 records into a cleaner handoff packet.
Remote record organization for U.S. freelancers who need receipts, mileage notes, payment exports, and missing-item questions grouped before a qualified tax professional reviews them.
$89+starting scope for a simple packet
What gets cleaned
Records become a packet, not a tax opinion.
The work is about organization: labeling what is present, listing what is missing, separating personal notes from source records, and writing a plain-English handoff note.
Expense trails
Receipts, subscriptions, mileage notes, home-office notes, and software costs are placed into review categories.
Question list
Unclear items are flagged so a qualified preparer can decide treatment without digging through raw folders.
Packages
Commercial scopes stay narrow and priced.
$89
Lite sort
One tax year, one main income stream, one missing-item memo.
$149
Freelance packet
Multiple payers, expense categories, mileage notes, and review checklist.
$229
Backlog cleanup
Messy multi-folder records arranged into a concise handoff package.
Workflow preview
Four checkpoints before the final packet.
- Scope notes identify the tax year, income channels, and record volume.
- Exports and receipts are grouped into named folders and simple indexes.
- Missing items are listed without guessing tax treatment.
- The handoff note explains what is ready and what still needs judgment.
Boundaries
Useful prep without pretending to be filing advice.
No licence number, preparer credential, refund estimate, or savings promise is invented. The finished package supports later review by a properly qualified professional.
No filing
The site does not file returns or sign tax forms.
No treatment calls
Deduction treatment remains for a qualified reviewer.
No outcome claims
Refund size and tax savings are never promised.
No credential claims
Credentials are not displayed unless verified separately.
FAQ
Is this tax preparation?
No. It is record organization and packet preparation. Tax advice, filing, representation, and signed returns are outside this scope.
Can messy folders be handled?
Yes, as long as records can be opened, sorted, and described. Large backlogs are scoped as a separate cleanup package.
Are original documents required?
No. Copies, exports, statements, scans, and organized summaries are usually enough for this record-prep scope.
What happens with unclear items?
They are listed as questions. The packet avoids guessing and leaves treatment decisions for a qualified professional.