If you're a sole proprietor or freelancer, tax time can feel like a second job. You need a pro who understands Schedule C, home office deductions, and quarterly estimates — not a generic chain. We've rounded up five firms that
Why Sole Proprietors Need Specialized Tax Help
More Americans than ever are working for themselves, and the IRS treats them differently than W-2 employees. Self-employment tax alone can hit 15.3% of your income, and missing deductions like mileage or home office costs you real money. The firms below focus on exactly these challenges, offering bookkeeping, tax prep, and year-round support tailored to independent business owners.
How We Ranked These Firms
We evaluated each firm on three criteria: specialization in sole proprietor and freelancer tax needs, availability of virtual or remote services, and client communication style — specifically whether you get a dedicated professional or a rotating team. Pricing transparency and bilingual support were also considered.
Here's a quick look at how the five firms stack up for sole proprietors and freelancers.
| Provider | Best For |
|---|---|
| 212 Tax Services | NYC freelancers who want a CPA specializing in self-employment tax planning |
| ATAX Woodside | Queens small business owners who prefer in-person or hybrid tax support |
| CPA Tax Partners | Sole proprietors who want monthly bookkeeping plus tax prep from a CPA |
| Awan Tax & Bookkeeping | Las Vegas Tax Preparation | Sole proprietors who want a dedicated, bilingual tax pro with virtual options |
| Gerstein's Tax Service | Brooklyn business owners who want a seasoned CPA with decades of experience |
The Full Breakdown: 5 Tax & Bookkeeping Firms for Sole Proprietors
#1 212 Tax Services
A screenshot of the 212 Tax Services website.
212 Tax Services is a Manhattan-based CPA firm that zeroes in on freelancers and self-employed professionals in NYC. They emphasize planning for self-employment tax — which can reach 15.3% of your income — while helping you maximize deductions unique to independent work. The firm offers both in-person and virtual consultations, making it accessible even if you're not in New York. Their blog and resources break down complex topics like quarterly estimated taxes and retirement strategies for the self-employed. If you want a CPA who speaks the language of freelancers, this is a strong pick.
#2 ATAX Woodside
A screenshot of the ATAX Woodside website.
ATAX Woodside is a local tax preparation office in Queens, New York, that serves LLC owners and freelancers with both in-person and virtual support. They offer small business tax preparation, quarterly filing help, and bookkeeping services tailored to entrepreneurs. The firm prides itself on personalized attention — you work with a team that explains every step of your return. They also handle ITIN applications and prior-year filings, which is helpful if you're catching up on past taxes. For Queens-based business owners who want a walk-in option, ATAX Woodside is a solid choice.
#3 CPA Tax Partners
A screenshot of the CPA Tax Partners website.
CPA Tax Partners offers a subscription-based bookkeeping and tax preparation package specifically for single-member LLCs and sole proprietors, starting at $115 per month. You work directly with a licensed CPA who handles your books in QuickBooks Online and prepares your business tax returns. The service includes year-round access to your financial data and a dedicated accountant — no rotating support team. This model is ideal if you want ongoing bookkeeping, not just a once-a-year tax filing. Their transparent pricing and focus on entity-specific needs make them a strong contender for busy freelancers.
#4 Awan Tax & Bookkeeping | Las Vegas Tax Preparation
A screenshot of the Awan Tax & Bookkeeping website.
Awan Tax & Bookkeeping, based in North Las Vegas, specializes in Schedule C filings for sole proprietors and self-employed professionals. They offer personal and small business tax returns, monthly bookkeeping, and fully virtual services — including secure document uploads, video consultations, and e-signatures — so you can work with them from anywhere in the US. A key differentiator is that you speak directly to the same tax professional every time, not a call center. They also provide bilingual support in English, Punjabi, and Urdu, plus a free initial consultation. If you value a consistent, personal relationship with your tax preparer, this firm delivers.
#5 Gerstein's Tax Service
A screenshot of the Gerstein's Tax Service website.
Gerstein's Tax Service is a Brooklyn-based CPA firm with over 40 years of experience serving small business owners. They offer business tax preparation, entity formation guidance, and ongoing accounting support tailored to your unique circumstances. The firm emphasizes a consultative approach — they learn about your business goals before recommending strategies. While they are rooted in Brooklyn, they offer remote consultations for clients outside the area. For established business owners who want a seasoned CPA with decades of local expertise, Gerstein's is a trusted option.
How to Pick the Right Tax Pro for Your Sole Proprietorship
Start by deciding whether you need year-round bookkeeping or just annual tax filing. If you want monthly support, look for a subscription model like CPA Tax Partners. If you prefer a local office you can visit, ATAX Woodside or Gerstein's Tax Service might be a better fit. For freelancers who want a dedicated professional they can video call from anywhere, Awan Tax & Bookkeeping offers that personal touch with virtual services. Always ask about Schedule C experience, flat-fee pricing, and whether you'll work with the same person each time.
Automate Your Bookkeeping Between Tax Seasons
To keep your finances clean year-round, connect your business bank account and credit cards to QuickBooks Online or a similar tool. Set up automatic categorization rules for common expenses like office supplies and mileage. Then, schedule a monthly 30-minute review with your tax pro to reconcile transactions and spot deductions early. This workflow reduces tax-time stress and ensures your books are always audit-ready.
Your Next Step: Match With the Right Firm
Whether you're a freelancer in NYC or a sole proprietor in Las Vegas, the right tax and bookkeeping partner can save you money and headaches. Each firm on this list brings a unique strength — from CPA Tax Partners' subscription model to Awan Tax & Bookkeeping's bilingual virtual service. Review their offerings, book a free consultation, and choose the one that fits your workflow and communication style. Your business deserves a pro who gets it.