Service · Personal Tax

Personal tax preparation for owners.

Individual returns for business owners and the self-employed — Schedule C, owner distributions, 1099 income and quarterly estimates, filed in step with your business return so nothing double-counts.

What's included
  • Individual (1040) return preparation
  • Owner, distribution & 1099 income handled correctly
  • Schedule C for sole proprietors
  • Quarterly estimated payments
  • Year-round planning to smooth your set-aside
Start with a free call →

Why it matters

For an owner, business and personal taxes are one picture. Filing them together means distributions, estimates and deductions line up — no double-counting, no surprise balance due, no amended return.

Built for service industries

Tuned to your trade

Personal Tax that fits how operators actually run.

Questions

Personal Tax FAQ

My business and personal taxes are tangled together — can you do both?

Yes, and that's the point. I file them together so owner income, distributions and estimates line up.

How much should I set aside?

For most self-employed owners, 25–30% of net profit. I'll dial in your exact number from your books.

I'm behind on estimates — am I in trouble?

Usually fixable. We catch up the current-year payments and set a simple monthly transfer so you're never caught short again.

File it right, once, together

Free intro call — tell me about your income sources and I'll map your return and estimates.

Book a callor call/text 701-690-3707
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