Tax Planning for Self-Employed
Reconcile sole-proprietor records, check home-office methods, separate tax components and allocate a verified annual payment target.
Who this is for
Freelancers and sole proprietors planning tax obligations
Workflows
Choose a guide that matches your task.
Freelance Tax Records and Payment Planning
Reconcile US freelance income, check home-office deductions, separate SE tax and allocate a verified annual payment target with a filing checklist.
Tax Filing Guide
Free step-by-step tax filing for W-2 employees. Plan tax filing with calculators and checklists covering gather tax documents, estimate tax liability.
Side Income, Gig Costs and Tax Planning
Review side-income records, cash profit, dated mileage deductions and home-office use, then reconcile an annual tax target with payment coverage.
Tools for this topic
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9 of 9 tools shown
Simple in-browser notepad with auto-save. Write quick notes that persist in your browser. Download as text file. No signup needed.
Calculators
Calculate a simplified US home-office deduction by month, or allocate eligible renter expenses, with business-income limits and saved cases.
Calculators
Model the standard Schedule SE Social Security and Medicare components from explicit current factor, wage-base, wage, and rate inputs.
Calculators
Allocate a current Form 1040-ES annual payment target after expected withholding, applicable credits, and confirmed estimated payments already made.
Calculators
Reconcile one pay statement exactly from its printed gross pay, tax withholding, pre-tax deductions, and after-tax deductions.
Calculators
Estimate US federal income tax for 2025–2026. See federal tax owed, effective and marginal rates, and after-tax income by filing status.
Calculators
Allocate exactly 100% of monthly income, compare non-negative actual spending, expose fixed-dollar extras, and review transparent balances and planning ratios.
Calculators
Calculate monthly side-business cash surplus, a chosen reserve and returns per recorded hour. Keep losses visible and save documented comparisons.
Calculators
Separate gig cash flow from annual mileage deductions and standard-method SE tax, with dated 2025–2026 rates, wage caps and recorded working hours.
Calculators
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Home Finance Decisions
Compare buying, debt, savings, real estate, and household budget decisions before committing.
Business Tax & Bookkeeping
Keep a traceable ledger, distinguish entity tax treatment, reconcile operating results and allocate a separately verified payment target.
Bookkeeping Basics
Build a traceable record system, reconcile statements, review cash operating results and prepare a documented monthly close.
Freelance Business
Define services, price projects, find clients, invoice, and manage taxes as an independent contractor.
Business Accounting
Build the books, reconcile statements, review gross and operating profit and keep business cash timing visible.
Side Hustle Income Planning
Review a side business’s cash results, time costs, records and tax planning with dated inputs.