Solopreneur

Tax & Accounting

Running your own business is exciting and rewarding but it can also be overwhelming, especially if you are managing your own finances. Partner with Mark Rivera, CPA, PLLC and let us be your entire team of seasoned tax and accounting professionals.

We’ve combined our bookkeeping and tax services to provide an all-in-one financial solution for solo entrepreneurs. Using an advisory first approach, we can help you make informed, tax-savvy decisions to save you money and move your business forward.

Solopreneur Tax & Accounting Services

Take the solo out of solo entrepreneur with Mark Rivera, CPA, PLLC. We offer three levels of comprehensive tax and accounting partnerships specifically designed to help solo entrepreneurs reduce stress, save time and make better financial decisions.

Launch

Partnerships starting
at $500

A starter package for solo entrepreneurs looking for help with essential tax and accounting services.

Business and individual tax preparation and filing
Quarterly estimated tax calculations
Account reconciliations
Single-state sales tax compliance
Included 1099 compliance for up to 10 filings
Business registration and structuring guidance
Year-end tax planning and annual tax law compliance review
Monthly bookkeeping services for up to 6 bank and credit card accounts and 100 transactions per month
Quarterly financial statement delivery for management review including P&L and balance sheet
Payroll assistance offered in partnership with ADP

Grow

Partnerships starting
at $750

Quarterly guidance for solo entrepreneurs looking for a clear cash-flow roadmap and a proactive tax plan.

Everything from Launch, PLUS
Quarterly tax strategy calls, plus answers to your questions anytime in between
Cash flow monitoring, financial analysis and planning
Monthly bookkeeping services for up to 12 bank and credit card accounts and 300 transactions per month
Monthly financial statement delivery for management review including P&L, cash flow statements, and balance sheet
S-Corp analysis and reasonable compensation studies
Self-employed retirement and savings strategies
Accounts receivable and payable support
Multi-state sales tax compliance
Maximized tax deductions and credits including QBID
Inventory management

Elevate

Partnerships starting
at $1,000

A true financial partner for solo entrepreneurs looking for real-time accounting and financial advice every step of the way.

Everything from Grow, PLUS
Monthly strategy calls, plus answers to your questions anytime in between
Monthly bookkeeping services for any number of bank and credit card accounts and up to 500 transactions per month
Budgeting and forecasting
Financial modeling
Point-of-sale system monitoring and reconciliations
Invoicing and bill payment services
Product and service pricing assistance for max profitability
Cost segregation benefit analysis
Tax-deferral strategies such as 1031 exchanges
Capital gain/loss analysis and timing

Just a Call or Click Away

Let Mark Rivera CPA, PLLC take the stress out of forming your business, planning for your financial future or filing your taxes. Get started today with a free 30-minute consultation.