Successful Tax And Accounting Practice's Case Studies

How do independent CPA, EA, and bookkeeping practices thrive in challenging markets? More new clients, higher fees, five-star reputations and strong organic search results. Find out how these top-performing professionals do it by reading these CountingWorks PRO case studies.
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Terry O’Neill EA LLC

Terry O’Neill EA LLC is dedicated to keeping their tax preparation skills honed with continuing

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Peter J Marchiano, Jr. CPAs & Business Advisors

Peter J Marchiano, Jr. CPAs & Business Advisors strives to provide each of their clients

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Bookkeeper.com

Bookkeeper.com is your all-in-one small business solution for accounting, bookkeeping, payroll, bill pay, and tax. Our experience

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Murphy, Murphy, & Murphy, Inc.

Murphy, Murphy, & Murphy strives to provide each of their clients with the best in

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Yuliya Olaru

Yuliya Olaru is the owner of Olaru’s Premier Tax Services, Inc. She has her master’s

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Kelli Cox

CGC Accountants & Advisors brings together experience, knowledge, and technology to provide you with comprehensive

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Peter Flournoy

Peter Flournoy has been a CPA since 1983, attainted the AICPA PFS designation in 2008, worked for a private company for 11 years and a financial planner for 12 years.

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Steven Vogt

Steven M. Vogt, CPA, EA, located in Chandler, Arizona, is a full-service, tax preparation, CPA firm specializing in income tax return preparation (personal and business), accounting services, business consulting services and tax resolution services.

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Jeffrey J. Quatrone PLLC

Jeffrey J. Quatrone PLLC, based in Phoenix, AZ, was formed as a boutique tax and accounting firm to serve clients who desire personal attention.

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Create a year-long tax planning strategy for a freelancer earning $75,000 with multiple 1099 clients.

Below is a personalized, year-long tax planning strategy developed by CountingWorks, Inc., specifically for a freelancer earning $75,000 with multiple 1099 clients....

1. Establish a Robust Recordkeeping System

Dedicated Business Accounts: Open a separate business bank account and credit card to clearly define your income and expenses. This step not only simplifies your tax documentation but also aligns with our best-practices at CountingWorks.
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2. Manage Quarterly Estimated Tax Payments
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