Home/Consultants & freelancers
Consultants + freelancers

You invoiced $140,000.Let's talk about what you kept.

Client wires land whole, which feels great right up until April. Freelancers who set their business up correctly keep meaningfully more of every invoice — same clients, same work.

Get started — from $19/mo No credit card required  ·  Cancel anytime
15.3%self-employment tax on net profit
20%potential QBI deduction on qualified income
$0withheld from a client wire
Keep more of it

An invoice is revenue. It is not income.

Marketplace fees, software, insurance, and your own unpaid admin hours sit between what you billed and what you keep. Then self-employment tax takes its cut of the remainder. Structure is the only lever that moves that last part.

Billed
The number on the invoice
Collected
After marketplace fees, processing, and the client who paid net-60
Kept
After expenses, SE tax, and income tax
Know what you owe

The client isn't withholding. Neither is the platform.

Every dollar arrives untaxed and stays that way until you do something about it. That's an opportunity if you plan, and a problem if you don't.

What
How much
Why it matters
Self-employment tax
15.3% on net profit
The single largest tax most freelancers pay, and the most reducible
Income tax
Your bracket, after QBI
Qualified business income may reduce taxable income by up to 20%
Quarterly estimates
Four payments
Safe-harbor rules let you pay based on last year and avoid penalties
Find deductions

Every deduction you've earned

Most freelancers deduct the obvious three and miss the other ten. Retirement contributions in particular are a deduction and a savings vehicle at the same time.

Home office

Regular, exclusive business use — by square footage or simplified method.

Software and tools

The entire SaaS stack, from design tools to invoicing to project management.

Marketplace fees

Upwork, Fiverr, and processor fees taken before payout are still deductible.

Professional development

Courses, certifications, books, and conferences tied to your work.

Business insurance

General liability, professional liability, and cyber coverage.

Legal and accounting

Entity formation, contract review, and yes, this.

Coworking and travel

Desk memberships, client travel, and business meals at 50%.

Retirement contributions

A Solo 401(k) or SEP-IRA can shelter a large share of net profit.

Avoid surprises

Fewer forms. Same tax bill.

The rules changed for 2026. The 1099-NEC threshold moved from $600 to $2,000, and the 1099-K threshold went back to $20,000 and more than 200 transactions.

Marketplaces report gross. If Upwork bills your client $10,000 and deposits $9,000, your income is generally $10,000 with a $1,000 fee expense — not $9,000 with nothing to explain.

The rule that didn't move: all income is reportable whether or not a platform sends you a form. If your books are the only record, your books had better be right.

Stay ahead all year

Tax season stops being an event

Here's what the year looks like when someone else holds the calendar.

Every monthBooks reconciled, income categorized across every platform you earn on, deductions captured while you still remember them.
Every quarterEstimated payment calculated from your real numbers — not a guess, not last year's income — with a reminder before it's due.
Mid-yearA strategy check: entity structure, retirement contributions, and whether an S-Corp election is worth making.
JanuaryEverything is already organized. No shoebox, no scrolling six apps for payout histories.
File with confidence

Filed by people who know your work

Prepared by licensed CPAs and EAs who handle consultants & freelancers constantly — not a seasonal preparer meeting your situation for the first time.

📒

Built from real books

Your return comes out of reconciled monthly records, so nothing is reconstructed from memory in March.

CPA review

On the Professional plan, a CPA reviews the return before it is filed.

🛡️

Audit defense

Included on the Professional plan, so a notice is a phone call rather than a crisis.

Get help when you need it

A whole team in your corner

Tax Hotline access on every plan. Ask before you sign the deal, buy the equipment, or take the write-off.

📊

Bookkeeper

Keeps your records clean and current so you always know where you stand.

💡

Tax Advisor

Builds the year-round strategy that shrinks the bill through planning, not scrambling.

✍️

CPA / EA

Files accurately and on time, claiming every deduction you have earned.

🔔

Engagement Manager

Keeps everything on track and nudges you when we need something.

Book a free tax savings consultation

Go deeper

Same tax code, different day

These breakdowns get specific about how the work actually pays.

🐕 Dog walkers & pet sittersShort trips, cash-feeling payouts, and a platform that keeps 20% before you ever see the money. The tax math on pet…See the breakdown →
Where freelancers find work

The platforms you already use

We handle the tax side of whatever they pay you.

From the blog

Written for people who earn this way

Structure

The S-Corp threshold, honestly

Not at $30K. Usually not at $40K. Where the payroll cost starts being worth it.

Planning

QBI in plain English

A 20% deduction with real limits. Whether your work qualifies and what phases it out.

Forms

Gross vs. net on marketplace income

Upwork bills the client, keeps a fee, pays you the rest. Which number goes on your return.

Read the consultants & freelancers blog →

Keep more of what
you already earn.

A bookkeeper, a tax advisor, and a CPA who work with consultants & freelancers every day. LLC setup and EIN included. Plans start at $19/month.

See Our Packages
See Our Packages — from $19/mo