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1040 and Schedule C Tax Preparation Checklist for North Miami

As the IRS tax filing deadline approaches, independent contractors, freelancers, and self-employed individuals need a clear, simple, and effective plan to file taxes on time and maximize deductions. That’s why we created a free checklist — for Schedule C tax filers who are required to file a 1040 return.

Whether you’re in rideshare, eCommerce, content creation, or another form of self-employment, this guide is designed to help you get organized and reduce stress during tax season.

✅ 1040 form and Schedule C Tax Prep Checklist: What to Bring to Your Appointment

Before we dive into the workflow, here’s a simple list of documents to gather for your tax appointment:

🔒 Identification & Personal Info

  • Government-issued photo ID

  • Social Security Number (or ITIN)

💵 Income Records

  • All 1099 forms (NEC, MISC, K)

  • Digital payment app records (Cash App, PayPal, Venmo, etc.)

  • Personal records of business income (invoices, deposits)

📊 Business Expense Documents

  • Receipts for advertising, supplies, software, and other tools

  • Mileage log or rideshare app summary

  • Home office expenses (rent, utilities, square footage)

📆 Prior Year Return

  • Last year’s 1040 + Schedule C for reference

📝 Pro Tip: Organizing digital receipts in a Google Drive or Dropbox folder by category can save time and money when you meet with your preparer.

💬 Why This Matters

According to Forbes, self-employed Americans often leave money on the table by missing deductions or waiting until the last minute. (Source: Forbes – Tax Mistakes to Avoid).
A Cosmopolitan article also noted that gig workers tend to “under-report income because they’re unsure how to track it all.” (Source: cosmopolitan.com)

Our local team in North Miami Beach makes sure that doesn’t happen to you.

💻 Book Your Appointment Today

Ready to file with confidence? Let’s get started.

📅 Click to Schedule: Book with Désir
📞 Call Us Now: (305) 707-7238
📧 Email: [email protected]

🎥 Want to Learn More?

Check out these helpful YouTube videos:

🔗 More Resources

 

Tax season doesn’t have to be stressful. Our proven tax prep checklist will make it easy for Schedule C filers in North Miami to stay ahead of the IRS deadline and keep more of what they earned.

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Get That Refund: College Tax Basics

Get That Refund: College Tax Basics

It’s tax season, and if you’re in college, you might have cash waiting for you in the form of a refund. Let’s break it down.

Refund Eligibility

If you worked a part-time job, check your W-2 for withheld taxes. Filing your return might mean getting that money back. Forbes says, “Even students who earn minimal income can benefit from filing taxes.”

Credits = Cash Back

  • American Opportunity Credit: Up to $1,000 refundable—even if you don’t owe taxes.
  • Earned Income Tax Credit (EITC): Designed for low-to-moderate earners.

Avoid Common Mistakes

  • Filing Too Late: According to Le Monde Financier, “Students who file in January often see refunds faster than those who wait.”
  • Forgetting Forms: Keep track of W-2s, 1098-Ts, and loan interest statements.

DIY Filing

Tools like FreeTaxUSA or IRS Free File make the process simple.

Want a step-by-step video? Check out my channel: YouTube.com/ThePromoPlug. It’s packed with money-saving YouTube tutorials for students and tax savings video guides to make your filing process a breeze.

Tax season doesn’t have to be stressful—let’s get this money and secure that refund!

 

 

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30 Minute Financial Literacy Mini – Masterclass – Maximize Your Tax Refund

Financial Literacy for Tax Filers: Tax Deductions, Tax Credits & Individual Tax Filing Tips



Join our Design Thinking Masterclass and gain hands-on experience in solving real-world problems through a structured, creative process. Whether you’re a student, entrepreneur, or business leader, this course will help you apply user-centered design to drive innovation.

Learn More

Send us your phone number to be added to our notifications.

🚀 What You’ll Learn



Free Masterclass (30-Minute Session)

  • 📌 The most overlooked tax deductions and how to claim them
  • 📌 The difference between tax credits vs. deductions (and how both can save you money)

Paid Masterclass (Advanced 90-Minute Session)

  • 📌 Common tax mistakes that trigger audits (and how to avoid them)
  • 📌 Strategies to lower your taxable income legally
  • 📌 Step-by-step guidance on preparing and filing your 2025 tax return
  • Certification upon completion

🎓 Who Should Take This Course?



✅ Freelancers & Entrepreneurs – Learn how to maximize write-offs

✅ Employees & Side Hustlers – Understand deductions for W-2 and 1099 income

✅ Small Business Owners – Get the best tax-saving strategies

✅ Anyone Filing Taxes for 2025 – Whether it’s your first time or you’re looking to optimize your refund

📌 Why Choose Our Tax Preparation Masterclass?



  • Learn from experienced instructors with industry expertise
  • Hands-on projects to apply your knowledge
  • Exclusive access to downloadable resources & worksheets
  • Certificate of completion (for paid version)

📅 How to Enroll



For the Free Masterclass:

🎟️ Sign up for instant access

📩 Receive a link to the session

📝 Complete interactive exercises


Learn More


For the Paid Masterclass:

💳 Secure your spot for advanced training

🎓 Get in-depth knowledge and a certificate

🔧 Hands-on guidance with expert tools


Learn More

🏆 What Students Are Saying



⭐ “This workshop completely changed my approach to hiring and gathering information for tax preparation! The hands-on exercises were amazing.” – Sarah M.

⭐ “The paid masterclass helped me prepare my taxes for my new LLC.” – James T.

Learn More
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