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The Freelance Organizer

Fill out and print this form. File this organizer with your other records. Update it monthly in order to keep a detailed list of your income and expenses for the year. 

Freelance Income: 

1099's _________________

Non 1099 Income (Gifts, etc.) _________________

W-2 income _________________

Other Income: _________________

Bank Interest _________________

Dividend Income_______________

Total Income _________________

Total Bank Deposits________________

Total Income Should be more than or at least equal to "Total Bank Deposits" 

Business Expenses:

Utilities _________________ 

Gas/Electric _____________ 

Rent ___________________ 

Phone__________________

Apt. Insurance _________________

Computer cost _________________

Office Equipment _________________ 

Supplies _________________ 

Books _________________ 

Freelance Wages/Other artist _________________ 

Cinema _________________ 

Dues/Subscriptions _________________ 

Visual Aids/Creative Input _________________ 

Reference Tools _________________ 

Studio Cleaning _________________ 

Meals Entertainment (50.0%deductible) _________________ 

Bank Charges _________________ 

Professional Fees _________________ 

Office Expenses _________________

Online Services ____________________

Promotion________________________

Postage/UPS/FEDEX _________________ 

Xeroxing _________________ 

Film Processing _________________ 

Props _________________ 

Advertising Self Promotion _________________ 

Continuing Education & training _________________ 

Debts 

Personal Loan Interest _________________ 

Mortgage Interest _________________ 

Student Loans _________________ 

Credit Cards _________________

Personal

Health Insurance _________________ 

Dental _________________ 

Disability Insurance _________________ 

Local Transportation _________________ 


Other _________________ 

_________________ 

_________________ 

_________________ 

Total: _________________ 



We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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Most commonly looks like, "can I deduct my home, can I pay my children, should I buy equipment, should I track mileage, etc." This is a service that is sometimes addressed by phone calls to the office and/or emails. Often times it's with an associate or staff member in our office. It can also be something addressed and finalized in an annual office meeting. Different strokes for different folks, but we are capturing what "most" business clients are availing themselves of in this area.
Includes Federal and State vouchers based on safe harbor provisions of estimated tax payments. It uses prior year data to help avoid interest and penalties. It is worked on during your 2018 tax prep meetings.
Common in our practice. Many of our business client owners want us to run projections, using very detailed versions of what they think their personal return will look like, in it's entirety. Most commonly done in our office, with a tax manager or myself.
Most commonly looks like a before and after dog and pony show that illustrates the benefits of making retirement contributions and more importantly, structuring a plan for funding the contribution over a more manageable time frame.
The corporate fee includes all applicable schedules including partner K-1s.
We include one owner tax prep and for any additional owners we would offer a bundled fee of 75% of full price.
Our Valued Price Agreements allows our clients to lock in monthly, quarterly or annual billings that even out cash flow.
It is not a popular service within our firm because of a number of online tools but we do offer it at $75 per filing period (monthly, quarterly etc.). We have empowered our clients to take this role on themselves but we are happy to address in our annual office meeting.
We took time to review our previous billing methods, and to better serve our corporate level clients, have embraced a method that allows us to fix our annual fees. That method is based on the value of those services and the costs we incur, providing them.
Individual returns start at $550 and includes Schedule A, B 2441(Child Care Expenses) and one state return. Any additional schedules range from $50 - $100.

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