Designed For You
If you’re self-employed, you have enough to do. The last thing you need is bookkeeping data entry or to scramble at tax time. Let us do it all for you with one affordable monthly package that includes full service bookkeeping AND your federal and state income tax returns.
DIY Platforms vs WGW
DIY Platforms
Easy Data Entry
It might be easy, but you still have to enter transactions or review imported ones, and you need to know where they go to optimize your tax savings.
WGW Full Service
No Data Entry
We’ll import transactions from your accounts, or you can upload your account statements in our client area. Either way, we’ll take it from there.
Be Ready For Tax Time
You’ll be organized to attack those taxes, with everything in one place and hopefully matching the fields on your return. You still do your own taxes.
Forget About Tax Time
We prepare your federal and state income tax returns for you. Just upload the last minute tax forms you receive in February and we’ll put it all together.
Trusted Advisers
You get access to customer support through a forum or help ticket, normally for how to use the platform, not always personal advice.
Trusted Adviser
Your trusted adviser here is a dedicated rep with a personal knowledge of your business. It’s the same person every time.
Automated Connections
Normally you separate your business and personal on a platform, meaning importing data is only easy if you only import business accounts.
Personal Connections
We know most sole proprietors mix business and personal expenses in the same accounts. Mix as you please. We’ll sort it all out for you.
Who We Work With
We specialize in sole proprietors and their unique tax situations. If you are your business, we’re probably a fit. If you file a Schedule C (in your name, DBA, or sole proprietor LLC), we definitely are. We’ve helped Amazon/eBay/Wish marketplace sellers, stand alone online store retailers, independent consultants, real estate agents, authors, pet sitters, musicians, landlords, photographers, straight commission sales people, short gig freelancers, and more.
Features
What We Do For You
- Free QuickBooks Account If you already have QuickBooks, as a registered QuickBooks Accountant you can give us access with just a few clicks. If not, we'll give you a free QuickBooks account and move you over.
- Easy Account Set Up We'll walk you through which accounts you want us to import automatically, which ones we'll handle with statements, and getting all your information into the system together in a phone call.
- Imported Transaction Sorting We'll sort everything that gets imported automatically from your accounts into the right tax categories.
- Manually Enter Statement Charges For any accounts we're not importing, upload your statements and we'll handle the data entry.
- Monthly Reconciliation We'll review everything imported or entered manually to ensure accuracy and get you the best tax benefits.
- Issue Reminders If you've got quarterly estimated taxes to pay, forms to get to the government, and more, we'll give you a heads up.
- Prepare Your Federal Return We've already got the data. Just upload any tax forms you receive in February and we'll get started.
- Prepare Your State Return We've got you covered in all 50. If you've moved and need two state filings, that's no problem either.
- Joint Filing Option We've got options to include your spouse's taxes even if you don't run this business together.
What Else You Can Do
If What We Do For You has you covered, great. If not, download the app and use these additional features at no extra charge.
- Send Invoices Send invoices to your clients electronically. You'll get reminders of due dates and aging receivables.
- Accept Online Payments Your clients can pay their invoice with a click using their bank account, credit cards, Apply Pay, and more.
- Upload Receipts If you have to pay cash, snap a pic of the receipt on your phone and make a note of what it's for. We'll see it and reconcile it.
- Track Mileage Use your phone's GPS to automatically log business mileage and upload those miles for you.
- Run Reports Track all your income and expenses, see your business Profit And Loss, or view where you are on taxes so far this year.
Testimonials
Pricing
If you’re not sure which plan meets your needs or have special circumstances, let us show you where you fit or talk to you about a custom solution just for you.
Micro
- Up To 3 Accounts
- Imported Transaction Sorting
- Statement Item Data Entry
- Monthly Reconciliation
-
Annual Federal Tax Return
• 1040 Individual Return
• Standard Or Itemized Deductions
• Home Office Deduction
• Insurance Deductions
• Schedule C Profit Or Loss From Business
• Additional Schedules Available - Annual State Tax Return
- Free Federal And State e-Filing
$79/mo
Standard
- Up To 6 Accounts
- Imported Transaction Sorting
- Statement Item Data Entry
- Monthly Reconciliation
-
Annual Federal Tax Return
• 1040 Individual Return
• Standard Or Itemized Deductions
• Home Office Deduction
• Insurance Deductions
• Schedule C Profit Or Loss From Business
• Additional Schedules Available - Annual State Tax Return
- Free Federal And State e-Filing
$129/mo
Plus
- Up To 10 Accounts
- Imported Transaction Sorting
- Statement Item Data Entry
- Monthly Reconciliation
-
Annual Federal Tax Return
• 1040 Individual Return
• Standard Or Itemized Deductions
• Home Office Deduction
• Insurance Deductions
• Schedule C Profit Or Loss From Business
• Additional Schedules Available - Annual State Tax Return
- Free Federal And State e-Filing
$179/mo
Example 1 – You run a small service business. All your income goes into one bank account (1st Account). You use that one account and one other credit card (2nd Account) to pay your business expenses. You accept payments through one payment processor (3rd Account). You’re on the Micro plan.
Example 2 – You’re a freelancer. Your income gets deposited to your checking account (1st Account) and your savings account (2nd Account). You pay your business expenses through those accounts and one credit card (3rd Account). You accept payments through PayPal (4th Account), Apple Pay (5th Account), and one credit card processor (6th Account). You’re on the Standard plan.
Example 3 – You’re an online retailer. All your income goes into one bank account (1st Account). You use that one account and two credit cards (2nd And 3rd Accounts) to pay your business expenses. You sell on eBay (4rd Account), Amazon (5th Account), and Etsy (6th Account). You also sell on your own website and accept payments through a credit card payment processor (7th Account), PayPal (8th Account), Google Pay (9th Account), and Venmo (10th Account). You’re on the Plus plan.