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MTB Financial

Ultimate Self-Employed Tax Toolkit

Ultimate Self-Employed Tax Toolkit

Regular price $19.99 USD
Regular price $45.00 USD Sale price $19.99 USD
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Take the stress out of preparing self-employed tax returns with this all-in-one toolkit designed for tax professionals and business owners alike. This bundle gives you everything you need to stay organized, compliant, and maximize deductions—saving time while protecting your practice.

What’s Included:

  1. Schedule C Comprehensive Guide

    • Step-by-step instructions to accurately prepare Schedule C

    • Tips for documenting income and expenses

    • Strategies for avoiding common mistakes and IRS red flags

  2. Self-Employed Due Diligence Checklist

    • Complete checklist to maintain thorough records for every client

    • Ensures all required documentation is captured and verified

    • Protects you from penalties, audits, and compliance issues

  3. Self-Employed Deductions Checklist

    • Over 200 deductions, tailored by niche and industry

    • Helps identify every possible write-off—from common expenses to overlooked deductions

    • Includes examples and documentation guidance

  4. Self-Employed Affidavit

    • Standardized affidavit for client signature to verify income, expenses, and business activity

    • Provides additional protection for your practice and helps maintain compliance

Why You Need This Bundle:

  • Streamline your workflow and reduce prep time

  • Ensure due diligence and proper documentation for all self-employed clients

  • Maximize client deductions legally and efficiently

  • Reduce your risk of IRS penalties or audits

Perfect for:

  • Tax preparers serving self-employed clients

  • Bookkeepers and accountants managing small business taxes

  • Entrepreneurs preparing their own returns

Get the complete toolkit today and take the guesswork out of self-employed tax preparation. Protect your practice, serve your clients better, and confidently handle even the most complex Schedule C returns.

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