Nirvana Tax Advisory · One-year digital kit
Know your numbers before tax season asks for them.
The Small Business Starter Kit gives Schedule C business owners one place to track income, expenses, profit, home-office records and estimated-tax payments. Build a routine you can actually keep.
Built for one tax year. Yours to update month by month.
| Month | Income | Expenses | Profit |
|---|---|---|---|
| January | $2,450 | $960 | $1,490 |
| February | $2,700 | $1,140 | $1,560 |
| March | $3,250 | $1,080 | $2,170 |
| Quarter | $8,400 | $3,180 | $5,220 |
The familiar scramble
You shouldn’t have to reconstruct your business at filing time.
When sales, receipts and personal spending live in different places, it’s hard to answer a simple question: “How did my business do?”
Revenue isn’t the whole story.
See what came in, what the business spent and what remained each month.
Little decisions add up.
Capture the business purpose and supporting records while the transaction is still fresh.
A deadline shouldn’t start the search.
Bring organized figures and open questions into the tax conversation.
Inside the workbook
A simple system for the year you’re in.
Enter transactions once, then use the connected views to understand your business and prepare for the next tax conversation.
Income and expense logs
Record dates, descriptions, categories, business-use percentages and where you saved support.
Monthly profit and loss
See income, business expenses and operating profit by month and for the year.
Schedule C review view
Organize possible tax categories and keep items that need professional review visible.
Home-office records
Gather measurements, usage details and home costs in one place for an eligibility and method review.
Estimated-tax payment log
Record planned payments, payment dates and confirmation details. The kit does not calculate what you owe.
Monthly routine
A repeatable checklist to help you enter, reconcile, review and raise questions.
Choose your path
How much support would feel useful?
Both paths start with the same one-year kit. Choose the level of professional involvement that fits your business now.
The kit
For owners who want structure for their records and plan to handle tax estimates and filing on their own.
- One-year editable workbook
- Income, expense and monthly profit views
- Schedule C and home-office organizers
- Monthly routine and payment log
- Use at your own pace
The kit + a CPA partner
For growing owners who want to keep recording their own numbers and talk through tax projections with a professional.
- Everything in the DIY kit
- Quarterly recordkeeping and profit check-ins
- Quarterly estimated-tax projection discussions
- Questions and next steps between filing seasons
- Annual tax preparation within the agreed scope
The guided rhythm
You stay close to the numbers. We help you make sense of them.
You continue recording your activity. Each quarter, we review what you’ve captured, talk through projected tax payments and identify what needs attention before filing season.
Enter transactions, save supporting records and review your profit view.
Share the workbook and relevant tax details. We review the projection, recordkeeping gaps and next actions together.
Complete the tax organizer and document requests for preparation under your signed engagement.
A good fit
Built for the owner who wants to understand the business.
This kit works well when…
You are a sole proprietor or single-member LLC owner generally filing Schedule C, and you want a manageable system for one year of business records.
More support may be needed when…
You have inventory, employees, significant equipment purchases, multiple businesses, or an S corporation or partnership return. We can determine the right records and scope together.
A few practical questions
Before you begin
Does the kit calculate my estimated tax payment?
No. It helps you track business activity and record payments. The amount you may need to pay depends on your broader tax picture, including other income, withholding and credits. Guided support adds quarterly projection discussions.
Will the Schedule C view prepare my return?
No. It organizes potential categories and flags items for review. Tax treatment, allowable deductions and final return figures require your facts and supporting records.
Do I have to hand over my bookkeeping in the guided option?
No. You keep control of transaction entry and your monthly routine. The quarterly check-in gives you professional insight into the information and space to talk through tax decisions.
Is tax preparation part of the guided path?
Yes, within the scope of the annual engagement we agree to after reviewing your situation. The guided path is quoted individually. Preparation follows Nirvana Tax Advisory’s regular organizer, review and signature process.
Can I use the workbook again next year?
Each copy is designed for one tax year so your records stay clean. Start a fresh annual copy for the next year and check that year’s payment deadlines and tax guidance.
Start with clarity
Make your numbers a regular part of running your business.
Choose the independent kit or add quarterly guidance and tax preparation when your business calls for it.
Nirvana Tax Advisory · Educational information and organizers do not replace individualized tax advice. Guided services are subject to a signed engagement and agreed scope.