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This form collects essential information about your business to create a customized account, enhancing the effective use of our tools.
James Anderson Specialist
James Anderson Specialist
Welcome to our website! Create your profile with our quick step-by-step form to save time for what matters.
Does your business operate in multiple states?
James Anderson Specialist
To ensure accurate information, please choose the state and ZIP code where your business is officially registered.
In which states do you operate?
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ZIP code of your business registration
List all ZIP Codes, separated by commas.
If you operate in all states, please provide the zip code of your head office.
Select Your Business Status
James Anderson Specialist
Let's Choose Your Business Status Together!
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Business Type
James Anderson Specialist
We provide outstanding assistance and customized services for all financial planning needs, whether for small businesses or large corporations. Together, we will drive your financial success forward.
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Applies to drivers earning income from apps.
🚗 & 🍔
Taxi & Food Delivery Apps
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🛒 & 📦
Grocery & Package Delivery Apps
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🚚
Freight & Moving Apps
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🚗 Peer-to-Peer Car Sharing / Vehicle Rental Apps
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For limousine service business owners.
Limousine Service & Transport Specializations
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🚗
Limousine Service Apps
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🧼 Cleaning & Maintenance Services
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🛡️ Security & Surveillance Services
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🌿 Landscaping & Outdoor Services
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📞 Call Centers & Remote Support
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Online Marketplaces
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E-commerce Platforms
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Social Commerce Platforms
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Niche Marketplaces
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🏢 General Wholesale & Distribution
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🛠️ Durable Goods Wholesaling
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🥫 Nondurable Goods Wholesaling
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🧾 Sales & Brokerage Services
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Beauty Service Specialization
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Beauty Service Apps & Platforms
Handyman Platforms
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🔧 Electronics & Appliance Repair
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🚗 Vehicle Repair & Services
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🛋️ Furniture & Upholstery Repair
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🥾 Clothing, Shoes & Leather Goods Repair
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Your Specialization
🩺 Clinical & Wellness
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🧠 Mental & Behavioral Health
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🏠 Home & Support Services
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🖥️ Administrative & Consulting
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💻 IT Specializations
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🖋️ Writers & Content Creators
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🧑‍💻 Editors, Designers & Publishers
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📈 Marketing & Digital Strategy Experts
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🎨 Creative Industry Specializations
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📘 Academic & Learning Support
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🎨 Arts, Music & Enrichment
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💻 Digital & Professional Education
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👶 Child Care Specializations
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🥂 Event Planning & Coordination
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🎤 Entertainment & Hosting Services
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🎨 Event Design & Support Services
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🐶 Daily Pet Services
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✂️ Grooming & Wellness
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Pet Care Apps & Platforms
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🧠 Training & Specialized Care
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🧭 Sales, Rentals & Client Representation
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🛠️ Property Management & Operations
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📏 Valuation, Investment & Consulting
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🧵 Clothing & Textile Manufacturing
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🍪 Food & Beverage Production
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🪑 Wood, Metal & Furniture Workshop
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⚙️ Electronics & Tech Product Assembly
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🧪 Chemical & Personal Care Production
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🍽️ Food Service & Production
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🛒 Food Retail & Consulting
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🥗 Food Health & Education
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🏗️ General Construction & Project Management
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🛠️ Specialized Trades & Services
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🏢 Structural, Civil & Design Services
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🌱 Crop Production & Farming
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🚜 Livestock & Animal Farming
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🌾 Agricultural Services & Technology
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How do you manage your business finances?
James Anderson Specialist
Effective financial management is vital for business growth. Let's review how you currently manage your finances to identify areas for improvement and enhance your strategies together.
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Will you hire anyone with a 1099 form?
Do you have salaried employees?
What assets do you use in your business?
James Anderson Specialist
Knowing your business assets is vital for understanding your financial health and maximizing tax benefits. Identifying key resources, like equipment and intellectual property, helps us keep your operations running efficiently!
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Vehicle expenses
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Date placed in service
How many vehicles does your business have?
If you use your car solely for business, you can write off 100% of the expenses. The IRS suggests writing off 70% of the expenses if you also use it for personal reasons.
Numbered as 1. 2. 3. for each car
Home office
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COGS expenses
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List some examples
List some examples
Select the general expenses your business incurred
James Anderson Specialist
This step helps us identify and categorize business expenses, which is crucial for reducing tax liabilities and improving financial health. Let's break down your costs for success!
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Marital Status
Tax Planning Packages
Important
If you’re unmarried and not in a business with your spouse, please choose a different package.
Important
It's important to consider whether you and your spouse wish to maintain separate financial records while married. This choice can affect budgeting, tax filings, and overall financial management.
💼 Individual Tax Planning Package
Ideal for:
Sole proprietors, individuals classified as 1099 workers, or any parties seeking to minimize their taxable income while avoiding unexpected financial obligations.

Includes:
  • Personalized tax strategy session
  • Income and deduction review
  • Estimated tax calculation & payment schedule
  • Year-round tax-saving tips
  • IRS compliance guidance
  • Access to digital planning tools
  • Yearly follow-up (chat or email)
👨‍👩‍👧‍👦 Family Tax Planning Package
Ideal for couples, families with joint finances,
or business-owning spouses looking to plan smarter together.

Includes:
Everything in the Individual Plan
  • Joint income and filing strategy
  • Manage spouse's business income and expenses
  • Child/dependent credit planning
  • Managing retirement and health savings
  • Optimization of tax benefits (MFJ/MFS)
  • Unified management of two tax profiles
💼 Individual Tax Planning Package
$15/month

Ideal for:
Sole proprietors, individuals classified as 1099 workers, or any parties seeking to minimize their taxable income while avoiding unexpected financial obligations.

Includes:
  • Personalized tax strategy session
  • Income and deduction review
  • Estimated tax calculation & payment schedule
  • Year-round tax-saving tips
  • IRS compliance guidance
  • Access to digital planning tools
  • Yearly follow-up (chat or email)
CHECKOUT
👨‍👩‍👧‍👦 Family Tax Planning Package
$25/month

Ideal for:
Couples, families with joint finances,
or business-owning spouses looking to plan smarter together.

Includes:
Everything in the Individual Plan
  • Joint income and filing strategy
  • Manage spouse's business income and expenses
  • Child/dependent credit planning
  • Managing retirement and health savings
  • Optimization of tax benefits (MFJ/MFS)
  • Unified management of two tax profiles
CHECKOUT
LAST STEP
Checking your last selection

  1. You have submitted a marital status of "Married" while opting for an "Individual Plan"; alternatively, you may have selected an opposing combination.
  2. You have also confirmed your selection in the notification field.
  3. Kindly select the package you would like to purchase.
IINDIVIDUAL PLAN FAMILY PLAN
Step: