SoloPro Tax is an online CPA firm designed for one outcome: clean books all year and a correct, optimized tax return built from finalized data—without you turning nights and weekends into admin time. We run a CPA led, tech enabled system that uses automation and AI assisted analysis where it improves speed, consistency, and insight—and professional judgment where it protects you (classification, compliance, defensible treatment).

  • CPA Led
  • Tech Enabled
  • 100% Online
  • Built for Solo Owners
  • Stop wasting time on categorization, cleanup, and "what does this count as?"
  • Capture every legitimate deduction your records support
  • Get quarterly insights that actually tell you what changed and what to do next
  • Lock in competitive pricing because bookkeeping leads directly into tax prep
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CPA-Prepared

Licensed professional oversight on every return.

100% Online

Streamlined process without office visits.

Built for Solo Pro's

Specialized focus on freelancers, independent contractors, and solo professionals.

Built for the People the Market Keeps Ignoring.

A Real CPA Firm. A Real System.

Schedule C owners have been stuck with two weak options: DIY software that turns taxes into a second job, or traditional CPA firms that treat Schedule C work like low priority. SoloPro Tax exists because solo owners deserve a real CPA firm and a real system—not a patchwork of apps and guesswork.

  • Perfect Fit

You are a...

  • File Schedule C as your primary business return, or run a single owner S Corp
  • Want bookkeeping that stays consistently tax ready (so tax prep isn't a fire drill)
  • Want a CPA to own the outcome, not "review your guesses"
  • Want clarity during the year—not after it's too late to fix anything

We also handle:

  • Schedule E rentals
  • K-1s (partnership/S corp)
  • Additional state returns (as needed)

Not a fit if you...

  • Have multiple active entities with heavy complexity
  • Need payroll run in house (we coordinate with your payroll provider; we don't replace them)
  • Have complex international reporting or highly complex multi state issues
  • Want bargain pricing or DIY

“Our focus is the advantage: tighter workflow, faster turnaround, cleaner results.”

Schedule C is where

accuracy matters most.

Schedule C returns involve judgment — not just data entry. When the Schedule C is wrong, everything else is exposed.

Common Issues We Fix

  • Expenses misclassified or missed
  • Inconsistent bookkeeping
  • Year-end cleanup rushed under deadlines
  • Returns built on unreliable data
  • Software that treats business income as an afterthought

Business income and expenses

Deduction accuracy

Consistency between books and return

Repeatable, CPA-reviewed processes

"You could be one deduction away from saving thousands."

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Time Saved.

Peace of Mind Gained.

SoloPro Tax handles the complexity so you can focus on growing your business.

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15-20 hours

Per year on bookkeeping and organization

40+ hours

Saved on tax prep and filing coordination

100%

Reduction in year-end scramble and stress

3x faster

Tax return completion vs. DIY approach

Two Ways to

Work With Us

We offer two engagement options depending on how involved you want us to be during the year.

  • Recommended

Bookkeeping + Tax Bundle

A bundled, CPA-led service where your bookkeeping feeds directly into your tax return.

  • Lowest Risk, Highest Value

How It Works

  • Get set up online and connect accounts
  • Ongoing Schedule C bookkeeping using standardized rules
  • CPA review of tax-ready book
  • Federal return prepared directly from finalized data
  • Review, approve, and e-file
  • One-Time Service

Stand-Alone Tax Return

A one-time CPA-prepared Schedule C return using client-provided records.

  • Bookkeeping not included

How It Works

  • Complete a Schedule C intake
  • Upload income and expense records
  • CPA prepares and reviews your return
  • Review, approve, and e-file

2026 Bundles Are the

Core Product

Bookkeeping drives low cost, high quality tax prep. All bundles include 2026 bookkeeping throughout the calendar year, plus 2026 tax preparation and filing after year-end. QuickBooks Online is included in all bundle pricing.

Get In touch

Standard List Pricing

What pricing will be after Founding Member spots are gone. You’ll still be competitively priced.

Schedule C Bundles

 (2026 bookkeeping + 2026 1040/Schedule C)

Solo Starter

Simple sole proprietors, freelancers, consultants

$299/mo

Typical Revenue

Up to $75,000

Monthly Transactions

Up to ~100

QuickBooks Online

Bookkeeping + Tax Prep

Quarterly Insights Report

Get Started Today!

Solo Growth

Growing solo businesses with increasing activity

$449/mo

Typical Revenue

$75,000–$200,000

Monthly Transactions

~100–200

QuickBooks Online

Bookkeeping + Tax Prep

Quarterly Insights Report

Get Started Today!

Solo Premium

High-volume sole proprietors needing priority support

$549/mo

Typical Revenue

$200,000–$500,000

Monthly Transactions

200+

QuickBooks Online

Bookkeeping + Tax Prep

Quarterly Insights Report

Get Started Today!

S Corporation Bundles 

(2026 bookkeeping + 2026 1120 S + owner’s 2026 1040)

SoloPro Starter

Small S-Corps with basic operational needs

$499/mo

Typical Revenue

Up to $150,000

Monthly Transactions

Up to ~100

QuickBooks Online

Bookkeeping + Business Tax + Personal Tax

Quarterly Insights Report

Get Started Today!

SoloPro Growth

Growing S-Corps with increasing transaction volume

$699/mo

Typical Revenue

$150,000–$400,000

Monthly Transactions

~100–200

QuickBooks Online

Bookkeeping + Business Tax + Personal Tax

Quarterly Insights Report

Get Started Today!

SoloPro Premium

Established S-Corps requiring comprehensive support

$799/mo

Typical Revenue

$400,000–$1,000,000

Monthly Transactions

200+

QuickBooks Online

Bookkeeping + Business Tax + Personal Tax

Quarterly Insights Report

Get Started Today!

2025 Tax Return "Bridge" for New 2026 Bundled Clients

Reduced one-time fees. If you enroll in a 2026 bundle, we can prepare your 2025 return at a reduced one-time fee.

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S Corp package (2025 1120 S + owner’s 2025 1040)

$1200

one time

Schedule C (2025 1040 + Schedule C)

$600

one time

This is not a “cheap tax return.” It’s a bridge into the system that keeps everything efficient going forward.

Catch-Up Bookkeeping for

Bundled Clients

Get current without paying full monthly rates. Bundled clients can add catch-up bookkeeping at roughly one third of the bundle price.

Solo Starter ($299/mo.)

≈ $249/mo

Solo Growth ($449/mo.)

≈ $399/mo

Solo Premium ($549/mo.)

≈ $499/mo

SoloPro Starter ($499/mo.)

≈ $399/mo

SoloPro Growth ($699/mo.)

≈ $599/mo

SoloPro Premium ($799/mo.)

≈ $699/mo

Catch-up pricing applies when scope is standard. If your records are severely incomplete or require heavy reconstruction, we’ll quote it clearly before work begins.

Stand-Alone Option

Stand-Alone Schedule C Tax Return

$1,000(one time)

For sole proprietors who want a CPA-prepared return and will provide clean, organized records.

Includes

  • Federal income tax return with Schedule C
  • CPA preparation and review
  • Secure e-filing

Not Included

  • Bookkeeping
  • Cleanup or reclassification
  • Ongoing support

If records are incomplete or disorganized, cleanup/bookkeeping may be required and priced separately.

Start Stand-Alone Return

Additional Forms & Pricing

Schedule E (Rental Property)

Simple rental activity

$150 per property

K-1 (Partnership or S-Corp)

Data entry and review

$100 per K-1

Additional State Return

Based on state complexity

$150–$300

These add-ons do not change your plan level and do not disqualify you from service.

What You Get 

Every Quarter

Bundled plans include quarterly touchpoints to keep your business on track and taxes optimized.

  • Q1

Prior-Year Close and Tax Filing

  • Tax information and documentation checklist
  • Finalized prior year tax returns/extensions
  • Tax and compliance reminders
  • Q1 performance and insights report
  • Q2

Mid-Year Checkpoint

  • YTD income and expense review
  • Deduction optimization review
  • Mid-Year performance and insights report
  • Tax and compliance reminders
  • Q3

Fall Tax Planning

  • Fall tax projection and planning session
  • Tax and compliance reminders
  • Q3 performance and insights report
  • Year-end tax checklist
  • Q4

Year-End Wrap-Up

  • Final bookkeeping cleanup
  • Tax and compliance reminders
  • Year-end tax checklist
  • Year-end performance and insights report
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Frequently Asked Questions

Does the bundle really include QuickBooks Online?
Yes, we will either provision or transfer your Schedule C or S-Corp QuickBooks Online subscription to us, so that it is included in your monthly bundle price.
Can you do my 2025 return too?
Yes, we can. If you enroll in a 2026 bundle, you qualify for reduced one-time pricing for your 2025 stand-alone tax return. This offers a seamless transition into our ongoing services.
Is this just software with a CPA stamp?
Absolutely not. SoloPro Tax is a full-service CPA firm. We utilize a specialized workflow designed specifically for solo business owners, ensuring personalized CPA review and preparation, not just automated software output.
I receive K-1s — is that an issue?
No. K-1s are entered and reviewed at a flat per-form price. We are equipped to handle these efficiently.
Can I switch from stand-alone to a bundle later?
Yes. Many clients start with a stand-alone return and later transition to a bundled plan for ongoing support and greater value.
Are the bundles only for 2026?
Our bundled services are structured around the current tax year, meaning 2026 bookkeeping and 2026 tax preparation. This ensures your financial records are consistently maintained and accurately prepared for the upcoming tax season. However, if you decide to sign up for one of our bundles, we offer 2025 tax return preparation at reduced rates.
What if my books are behind?
For our bundled clients, we offer catch-up bookkeeping services at a reduced rate for a limited time.
I have a rental property — is this still for me?
Yes. Schedule E rentals are common and handled as add-on forms. We can efficiently integrate them into your tax preparation process.
Does the bundle really include the tax return?
Yes. If you are a schedule C client, your bundle includes your federal Form 1040 with once schedule C included, and your primary home state. If you are a S-Corp client, your bundle includes your corporation's federal Form 1120-S and applicable home state, as well as your individual federal Form 1040 and applicable home state.

One CPA. One System.

Built for Schedule C.

If you’re a sole proprietor who wants your Schedule C done correctly — with or without ongoing bookkeeping — SoloPro Tax is built for you.

Get Started Securely

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