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We’ll map your firm’s message, ideal client, and growth goals into a platform built to:

Personalize your visibility with narrative-led SEO

Automate onboarding, content, and client communications

Unlock advisory revenue with plug-and-play upsell flows

It’s your vision—we just make it run smoother.

Select the time with the team that works best for you.

Meet with Rebekah and Patrick

Meet with Alex and Abel

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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.
  • ...

2. Manage Quarterly Estimated Tax Payments
...

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