Free guide for 1099 and owner income

The Solopreneur Tax Strategy Playbook

Ten tax decisions that matter before the return is prepared. Built for independent contractors, Schedule C filers, consultants, realtors, trades, coaches, and S-corp-curious owners who make enough money for the details to matter.

  • Kids on payroll, done with records
  • Solo 401(k) savings example using 2026 limits
  • S-election fit check and reasonable W-2 pay

What the guide covers

The moves that need clean books before they work.

The offer is intentionally not a basic deduction checklist. Social traffic already knows mileage exists. The guide is for owners who need a decision path.

01

Paying your kids through the business

When it can make sense, what changes by entity type, and why timesheets, job duties, W-2 handling, and actual payment matter.

02

Solo 401(k) tax-deferral math

A plain-English example using current contribution limits, with the catch that employee deferrals and employer contributions need the right compensation base.

03

S-election fit test

When an S election starts to become worth modeling, when it is just extra payroll work, and why shareholder pay cannot be guessed after December.

04

W-2 wages you pay yourself

How reasonable compensation, retirement contributions, QBI, cash flow, and payroll timing pull against each other.

05

Accountable plan reimbursements

The underused S-corp recordkeeping habit that can make reimbursements cleaner when the business connection and documentation are real.

06

Home office without sloppy math

Regular, exclusive use, storage exceptions, and why the deduction is easier to defend when the books separate owner payments from business costs.

07

Health insurance and HSA planning

Where the self-employed health insurance deduction enters the return and why payroll structure changes the answer for S-corp owners.

08

QBI, estimates, and year-end cleanup

Why pass-through income, retirement deductions, self-employment tax, and estimated payments should be reviewed while there is still time to act.

Why this converts better

The guide sells the monthly close without sounding like a pitch.

Most owners do not wake up wanting bookkeeping. They do want to know whether they are missing a tax move. This funnel meets them there, then shows the common constraint: the strategy is only useful if the books are current enough to model it.

Social hook Tax strategy for 1099 earners making real money.
Free guide Give the valuable decision path before asking for a call.
Friction cut Only ask for name, email, role, and entity status.
Next step Offer a Tax Strategy Readiness Review tied to QBO cleanup.

Get the free guide

Download the playbook, then check whether your books support the moves.

The guide is educational, not a tax opinion. If the ideas apply, the next step is a clean monthly close and a scoped review before implementation.

Best follow-up offer: Tax Strategy Readiness Review for independent contractors and owner-operated service businesses. Free for qualified monthly bookkeeping applicants.

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