The same calculators, checklists and trackers we use with clients, ready to download. Prefer to hand it off? We'll do the work for a price quoted up front.
From Schedule C to self-employment tax to a 1040-ES schedule: how much to set aside, the payment that avoids an underpayment penalty, 2026 and 2027 due dates and a payment log.
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See where a 2026 paycheck goes: federal, FICA, NJ / NY / NYC tax and net pay per year and per paycheck, with a bracket-by-bracket table.
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Compare self-employment tax with S corp payroll taxes after the extra costs, see net annual savings and the break-even profit, and read the warnings before you elect.
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An annual budget with budget vs. actual by month and year to date, plus a rolling 13-week cash flow forecast from your recurring items, receivables and bills, with scenarios and a low-cash alert.
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Commission price calculator (materials, hours, fees and a tax set-aside), invoice and deposit tracker, W-9 / 1099 check with the 2026 $2,000 rule, and a contract-points checklist for your attorney.
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Decide who needs a 1099, collect W-9s and file on time. Updated for the new $2,000 threshold, with a contractor tracker.
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A 38-step close checklist plus an 8-tab workbook: 12-month close tracker, month view, reconciliation log, month-over-month change review, sign-off sheet and dashboard.
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The step-by-step method to catch up months-behind books, plus a tracker that shows what's done.
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Every step to set up a new business right: entity, EIN, registrations, bank, books and the compliance calendar.
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A check-the-box year-end guide for sole proprietors, partnerships, S corps and C corps: documents, reconciliations, 1099s, payroll, assets, owner pay and 2027 deadlines.
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Log every contractor and vendor payment in 2026, see who needs a Form 1099-NEC or 1099-MISC at the $2,000 threshold, and work a year-end filing checklist with the 2027 deadlines.
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Track who paid you, which 1099 to expect from each client or platform, reconcile the forms you receive to your books, and set money aside for each 2026 Form 1040-ES period.
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A complete cash-basis set of books for a sole proprietor or single-member LLC: chart of accounts, ledger, monthly P&L, dashboard, bank reconciliation and a Schedule C summary.
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Look up where 129 common business expenses go on Schedule C, track your own expenses with automatic line mapping, and keep a 2-page Schedule C cheat sheet next to your receipts.
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Receipts, mileage, home office, health insurance and retirement contributions in one workbook, ending in a one-page year-end summary for your tax preparer.
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A trip-by-trip mileage log with odometer readings, automatic miles, the 2026 standard mileage rates by trip date (including the July 1 change) and a monthly summary.
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Order-level bookkeeping for Etsy, Shopify, Amazon and eBay sellers: platform fees, COGS, a Form 1099-K reconciliation, a sales tax log by state and a Schedule C summary.
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Landlord workbook for up to 8 rentals: rent roll, income and expense logs mapped to Schedule E lines, mileage at the 2026 rates, depreciation and a per-property Schedule E.
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Mileage-focused tax tracker for Uber, Lyft, DoorDash and Instacart drivers: shift log at the 2026 IRS rates by trip date, earnings and fees, standard vs. actual, 1099 check and quarterly set-aside.
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All eight industry charts of accounts for QuickBooks Online in one download: 8 annotated workbooks, 16 import-ready CSVs and the PDF import guide.
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An import-ready QuickBooks Online chart of accounts (112 accounts) built for Etsy, Amazon, Shopify, eBay, TikTok Shop and Walmart sellers, print-on-demand shops, dropshippers and craft sellers: channel sales, marketplace and processor clearing accounts, marketplace fees, COGS, payouts and 1099-K reconciliation.
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An import-ready QuickBooks Online chart of accounts (92 accounts) built for freelancers, consultants, coaches, designers, writers, developers, agencies and virtual assistants: service revenue, retainers and client deposits, contractor costs and Schedule C mapping.
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An import-ready QuickBooks Online chart of accounts (104 accounts) built for general contractors, remodelers, plumbers, electricians, HVAC and roofing contractors and other trades: job costing, progress billings, retainage, over/under billings, materials and subcontractors.
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An import-ready QuickBooks Online chart of accounts (113 accounts) built for restaurants, cafes, coffee shops, bakeries, caterers, food trucks, bars and ghost kitchens: food and beverage COGS, tips payable, card-processor and delivery-app clearing, catering deposits and prime-cost payroll.
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An import-ready QuickBooks Online chart of accounts (78 accounts) built for landlords, small real estate investors, rental LLCs and short-term rental hosts: rent income by type, security deposits held, mortgages, depreciation and Schedule E / Form 8825 line mapping.
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An import-ready QuickBooks Online chart of accounts (100 accounts) built for hair salons, barbershops, nail and lash studios, estheticians, spas, massage therapists and wellness studios, including booth-rent models: service and retail revenue, booth rent, tips payable, appointment deposits and independent stylists.
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An import-ready QuickBooks Online chart of accounts (101 accounts) built for physicians, dentists, chiropractors, physical therapists, therapists and other small private practices: patient service revenue, contractual adjustments, claims receivable, patient credits and clinical costs.
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An import-ready QuickBooks Online chart of accounts (101 accounts) built for owner-operators, small carriers, box-truck and cargo-van businesses, couriers and last-mile delivery contractors: freight revenue, fuel, tolls, IFTA, Form 2290 and registrations, factoring and per diem.
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Editable Word templates to onboard individual tax clients: intake questionnaire and document checklist, engagement letter with fee schedule and welcome email, and Section 7216 consent forms, plus a 6-page rules guide.
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Editable Word templates for a bookkeeping practice: engagement letter with scope and fee schedules, cleanup project scope, onboarding questionnaire and access checklist, monthly close checklist and QuickBooks Online setup SOP.
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35 ready-to-send emails and letters for tax preparers and bookkeepers, from organizer send-out to e-file notices and fee changes, in Word and plain text, with a send calendar for the 2027 filing season.
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Gather everything for your 2026 Form 1040 in one Excel / Google Sheets workbook: income, deductions, side-business totals, a 41-document checklist, New Jersey and New York pages and a one-page summary for your preparer.
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Five bookkeeping and tax trackers for therapists, hair stylists, cleaning businesses, real estate agents and content creators: Schedule C mapping, 2026 mileage, 1099 check and quarterly set-aside.
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Therapist bookkeeping spreadsheet 2026: private pay and insurance income, Schedule C expenses, CE and license tracker, mileage, 1099 check, quarterly set-aside.
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Hair stylist bookkeeping spreadsheet 2026: booth rent, services, tips, retail and sales tax, Schedule C expenses, mileage, 1099-K check, quarterly set-aside.
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Cleaning business bookkeeping spreadsheet 2026: job log, client balances, income, supplies and helpers by Schedule C line, mileage, quarterly set-aside.
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Realtor bookkeeping spreadsheet 2026: deals, gross commission income, broker splits and fees, agent expenses by Schedule C line, showing mileage, 1099 check, quarterly set-aside.
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Content creator bookkeeping spreadsheet 2026: payouts, brand deals, gifted products, gear and software by Schedule C line, 1099 check, quarterly set-aside.
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Year-end inventory count, cost of goods sold (Schedule C Part III) and a 1099-K vs. platform report vs. bank deposit reconciliation for Etsy, eBay, Amazon, Poshmark, Mercari and Shopify sellers.
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Everything for tax season in one download: the 1099 Kit for January filings, the Year-End Tax Checklist, and the 2026 Personal Tax Organizer for your Form 1040. Costs about $5 less than buying all three separately.
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Bookkeeping and tax tracker for artists: cost of goods per piece, sales by channel (Etsy, website, art fairs, commissions), fees, 1099-K reconciliation, booth costs, mileage, home studio, quarterly set-aside and a Schedule C summary.
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Show-by-show sales tax and permit log for art fairs and craft shows, with register-by dates, official state links (NJ, NY, PA, DE, MD, CT), New Jersey ST-50 quarterly reminders and a tax-included price tag calculator.
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Plain-English tax checklist for F-1 and J-1 students for tax year 2026: resident or nonresident (the 5-calendar-year rule), who files Form 8843 and when, Form 1040-NR vs 1040, treaty and state checks, documents and deadlines.
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For F-1 (on-campus, OPT, CPT) and J-1 / M-1 students who had Social Security and Medicare withheld: when FICA shouldn’t apply, an editable employer request letter, the Form 843 + Form 8316 route in plain words, a document checklist and a claim tracker.
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All 5 tax mini-guides in one download: home office, hire your kid, the Augusta rule, mileage, and self-employed health insurance + HSA, each written for tax year 2026.
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How to deduct part of your rent or mortgage interest, utilities and insurance: the two qualification tests, the $5-per-square-foot simplified method vs Form 8829, and a worked example.
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Paying your child for real work in your business: which business types skip Social Security, Medicare and FUTA, reasonable pay and timesheets, the W-2, the Roth IRA angle and a worked example.
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Section 280A(g): rent your home to your S corp or C corp for fewer than 15 days a year, leave the rent out of your income, and document fair rent and a real business purpose. Risks labeled clearly.
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The 2026 rates by date driven (72.5 cents through June 30, 76 cents from July 1), standard rate vs actual expenses, which miles count, and what your log must show, with a sample layout.
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The self-employed health insurance deduction (who qualifies, the month-by-month spouse's-plan rule, the profit limit) and HSA basics with the 2026 limits, including the new bronze-plan rule.
Estimate your self-employment tax →
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130 copy-paste AI prompts for bookkeeping, month-end close, reconciliations, Schedule C prep, quarterly estimates and 1099s, each with an expected output and a "check this" note.
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104 copy-paste AI prompts for client intake, document requests, notices in plain English, cleanup scoping, review notes, newsletters, social posts and SOPs.
Buy nowMonths behind on your books? We catch up the categorization, reconcile your bank and card accounts, tidy payables and receivables, and send a written summary. We review a sample of your accounts and give you a fixed quote before any work starts.
Book a 30-minute call. We'll handle the bookkeeping, filings or tax work, with the price agreed before we start.
Products are general information, not tax, legal or accounting advice, and don't create a client relationship. MFA is not affiliated with the IRS, Intuit, QuickBooks or Xero.
