If you’re self-employed or receive 1099 income, tracking the right items throughout the year makes filing easier and helps you avoid surprises. What to track • Income by client/platform • Business expenses (categorized) • Mileage and/or vehicle expenses • Home office info (if applicable) • Equipment/software purchases • Business meals/travel (if applicable) Quarterly taxes Many self-employed taxpayers need to plan for estimated payments. A simple system and consistent bookkee

Many tax issues come from missing documents, messy bookkeeping, or filing with incomplete information. Here are common mistakes and how to avoid them. Common mistakes • Missing 1099s or other income forms • Not tracking expenses consistently • Mixing personal and business spending • Not reconciling accounts • Forgetting life changes (dependents, address, filing status) • Waiting until the last minute How we help We help you get organized and file accurately. Submit the tax fo