Price:$59.00
CPA-Built Excel Tax Bundle | Schedule C, Quarterly Tax, 1099 Tracker, Mileage Log
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Highlights
★ FOUR CPA-BUILT EXCEL TEMPLATES. ONE BUNDLE. SAVE 42%. ★
Stop paying for fragmented spreadsheets that almost work. This is the complete self-employed tax kit that practicing CPAs actually hand to freelance and small business clients on day one.
Bought separately, these four templates would cost $102. As a bundle, they are $59. That is everything you need to track income, log mileage, calculate quarterly estimates, and stay 1099-ready for the entire tax year.
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WHAT IS INSIDE THE BUNDLE
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✓ SCHEDULE C BOOKKEEPING SPREADSHEET ($37 value)
A complete profit-and-loss tracker organized exactly the way the IRS Schedule C is structured. Income categorized. Expenses mapped to the correct Schedule C line items. Automatic year-to-date totals and a clean dashboard your tax preparer will thank you for.
✓ QUARTERLY ESTIMATED TAX CALCULATOR ($27 value)
Stop guessing what to send the IRS in April, June, September, and January. Enter your year-to-date income and the calculator returns your safe-harbor payment, your effective rate, and every quarterly deadline. Built around current federal brackets, self-employment tax, and the prior-year safe-harbor rule.
✓ 1099 CONTRACTOR TRACKER ($22 value)
Track every contractor you pay, every W-9 you collect, and every dollar that crosses the $600 reporting threshold. Year-end 1099-NEC preparation becomes a 10-minute task instead of a January nightmare.
✓ IRS MILEAGE LOG TEMPLATE ($16 value)
The 2025 IRS standard mileage rate is built in. Log the date, the purpose, the start and end odometer readings, and the deduction calculates itself. Audit-defensible structure with notes for business purpose on every entry.
A LA CARTE TOTAL: $102
BUNDLE PRICE: $59 (you save $43)
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WHO THIS IS FOR
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Freelancers, gig workers, side-hustlers, sole proprietors, single-member LLCs, consultants, creators, contractors, drivers, designers, coaches, and anyone else who files a Schedule C. If you receive 1099 income and you have ever felt one step behind on your books, this kit gets you ahead in an afternoon.
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WHY CPA-BUILT MATTERS
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These are not generic templates downloaded from a stock library and rebranded. They were built by Aleksey Kaplan, a practicing CPA licensed in New York and Florida, and they are the same frameworks used inside a working tax-planning practice. Every Schedule C line maps to the actual IRS form. Every quarterly calculation uses the current safe-harbor rule. Every mileage entry is structured for audit defense.
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HOW IT WORKS
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1. Complete checkout
2. Download your ZIP file from Etsy immediately, no shipping wait
3. Unzip on your computer to reveal four ready-to-use Excel files plus an included Quick Start PDF
4. Open, enter your numbers in the yellow input cells, and the formulas do the rest
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FILE FORMAT AND COMPATIBILITY
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Microsoft Excel (.xlsx) format. Compatible with Excel 2016 and later on Windows and Mac. Will open in Google Sheets with minor formatting differences. Mobile editing is not recommended; desktop is best.
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FREQUENTLY ASKED QUESTIONS
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Q: Will these templates work for the current tax year?
A: Yes. Tax-year-specific rates (mileage, brackets, self-employment tax) are built in and labeled clearly. Templates are designed to be reused year after year.
Q: Are these templates a substitute for hiring a CPA?
A: No, and they are not represented as such. These are organizational and calculation tools. For personalized tax advice on your specific situation, please consult a qualified professional.
Q: Can I customize the templates?
A: Yes. The files are unlocked and editable. Add columns, change colors, adjust categories — they are yours.
Q: Are refunds available?
A: Because these are instant digital downloads, all sales are final. Please review the listing carefully before purchase.
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★ Built by a practicing CPA. Used in a real tax-planning practice. Now in your hands. ★
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Reviews for this item
What are you waiting for! Get your copy today.
Response from Aleksey Kaplan
we are glad that you are enjoying our product and encouraging everyone to get it!!!
As someone just starting out as a self employed business owner, this is going to make tracking income and expenses so much easier. The platform works really smoothly and makes bookkeeping simple by keeping everything organized for tax season. Now I feel like I can actually stay ahead of things instead of constantly playing catch-up. Thank you Mr. Kaplan!
Response from Aleksey Kaplan
Thank you so much for the kind words — and congratulations on starting your self-employed journey! "Staying ahead instead of playing catch-up" is exactly the mindset shift I hoped this tracker would create. Building that habit early on changes everything when tax season rolls around. Wishing you great success in your business! — Aleksey
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