Spend Less Time on Your Books & More Time Growing Your Business

with Mark Rivera

Spend Less Time on Your Books & More Time Growing Your Business

with Mark Rivera

Partnering with solo entrepreneurs to handle all their tax and accounting needs.

Trusted. Experienced. Certified.

Licensed CPA in North Carolina and Florida, NATP and NCACPA member, and backed by more than a decade of professional accounting experience…but you don’t have to take our word for it!

Smiling professional in a suit discussing tax planning strategies at a desk with a laptop and notepad, emphasizing personalized consulting services in Charlotte, NC.

A Stress-Free Financial Solution for Solopreneurs

Running your own business is exciting and rewarding but it can also be overwhelming, especially if you are managing your own finances. Save more and stress less with Mark Rivera, CPA, PLLC. 

We offer an all-in-one tax and bookkeeping solution that’s tailor made for the unique tax situations faced by solo entrepreneurs. Our advisory first approach means we are with you every step of the way, helping you make informed, tax-savvy decisions that will save you money and move your business forward.

Checklist for starting a business, featuring sections on business plans, marketing strategies, and operational guidelines, relevant to financial solutions for solo entrepreneurs.

Just Getting Started?

Set your solo business up right from the start so you don’t get crushed by taxes later. Sign up to receive our free new business checklist.

Smiling solopreneur engaging with smartphone while working on laptop, embodying the stress-free financial solutions offered by Mark Rivera, CPA for solo entrepreneurs.

Being Our Partner Has its Benefits

  • Access to 10+ years of experience and expertise
    Providing stress-free filing and strategic planning to maximize tax savings
  • Peace of mind
    Knowing all your tax matters are expertly taken care of and comply with the latest tax laws
  • Always just a call or click away
    We want to be your partner and are always here to answer your questions whenever they arise
  • Three levels of solopreneur partnerships
    To meet your business where it’s at and help you every step of the way
  • Quality solutions to unique situations
    We know every business is different and we promise to get to know yours so we can create an effective custom plan

Solopreneur Partnership Packages

Grow Your Business While We Handle Your Bookkeeping: Mark Rivera CPA

Partnerships starting
at $500

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

Grow

Partnerships starting
at $750

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

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.

Solopreneur Tax & Accounting FAQ

We’re with you every step of the way, and that includes providing answers to your frequently asked tax and accounting questions.

How can a CPA help a solopreneur?

Even as a team of one, a CPA can help you stay compliant, avoid costly mistakes, and find deductions you might miss on your own. It’s about helping you save money and protecting your business.

If I’m just getting started, is it too early to work with a CPA?

No, in fact it’s the perfect time to start working with a CPA. Partnering with a CPA early on can help you avoid costly mistakes and give you peace of mind from the start. We can help you register your business, choose the right business structure, set up your books and stay on top of your finances from day one.

How do I know what business structure (LLC, S Corp, etc.) to choose?

The business structure you choose can affect your taxes, liability, management structure and funding so it’s important to choose the right entity. You’ll want to consider your income, business goals, amount of risk you’re willing to take and your long-term goals. We can go over all your options and provide an S Corp analysis to help you decide which is best for your business.

How do I get started?

Give us a call at 704-459-8185 or contact us online. We always start with a free 30-minute consultation where you tell us about your tax issues and goals. Then we put together a custom solopreneur partnership plan for you with pricing. Once accepted, we begin the onboarding process where you securely share tax and financial records with us. Then you focus on your business while we take care of all your tax matters for you.

What expenses can a solopreneur deduct?

To lower your taxable income, you can typically deduct ordinary and necessary business expenses such as:

  • home office supplies
  • software,
  • equipment
  • business travel
  • mileage
  • health insurance premiums
  • professional services

However, what you can deduct will depend on your specific situation. We will make sure you claim all deductions and use legit strategies to bring that tax bill down.

What are estimated quarterly taxes?

As a solo entrepreneur, taxes aren’t automatically withheld from your income, so you are required to pay estimated taxes to the IRS if you expect to owe at least $1,000 in federal taxes for the year. This includes both your self-employment tax and income tax liability. Quarterly payments are typically due on the 15th of April, June, September and January, or the following Monday if the 15th falls on the weekend. We can help you calculate your quarterly estimated taxes to make sure you avoid an underpayment penalty.

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.