Small Business & Entrepreneurs

With over a three decades of experience, I have dedicated my career to assisting small businesses and entrepreneurs navigate the complexities of accounting and taxation. My passion, as a soloprenuer, lies in fostering the growth and success. Leveraging my expertise in business structures, accounting knowledge, tax services, and more. I emphasize the importance of maintaining a holistic view to ensure relevance and sustainability. My process is to Engage, Strategize, Educate, and Empower you. Whether your are a Sole Proprietor, Partnership, or S Corporation, I look forward to guiding you throughout your business journey.

  • This is for Sole Proprietors, Partnerships, and S Corporations (including LLCs)

    • Business consulting including review of your business structure, review of your business plan, and understanding your financials. This includes steps towards LLC formation, but you should seek a tax attorney to handle the formation

    • Accounting work related to transactional review and input (does not include payroll processing, depositing of client funds, or paying of bills for client)

    • Setup or Cleanup of your accounting software( includes QBO, Xero, or other accounting software that you are utilizing)

    • Helping with Payroll through your payroll service

    • Conversion and transferring of accounting software

    • Quarterly check in with client for the preparation of estimates, where applicable

    • Review and Preparation of 1099MISC and 1099NEC year end forms

    • Review and Preparation of Sales Tax collection and remittance

    • Preparation of the related tax return:

      • For Sole Proprietors this would be your 1040 Personal Income Tax Return including the Schedule C or Schedule E Rental Business forms. This would be for your federal, related state(s) and local (where applicable) returns

      • For Partnerships and S Corporations this would be your Business Return. Either a 1065 for Partnership or an 1120S for S Corporations. This will be for both federal and the related state(s) returns. This may also include the preparation of your 1040 Personal Income Tax Returns.

    • Access to monthly and weekly newsletters, blog posts, and YFM podcast

    • Access 24/7 to your documents and correspondence through my Secure Client Portal

    • Year-round Availability to Samantha M. Besnoff, CPA based of of appointment availability. If you are new to YFM, just click on the New client inquiry button and then the Small Business Consultation link. There is a $75 appointment fee.

    My consultation fees are $500 a month for a minimum of three months.

  • For those small businesses and entrepreneurs that just want help with your 1099 Tax Compliance

    I have spent the over the last decade working with Entrepreneurs and Small Business Owners and one of the biggest areas that always is the most frustrating for them is the 1099NEC/MISC work. As a Solopreneur myself, I can understand that frustration.

    Why 1099 Compliance Matters: If you paid $600 (2025)* or more to independent contractors**, gig workers, vendors, or landlords the IRS requires you to file 1099NEC/MISC forms. Missing this deadline can lead to penalties per form-and that's per contractor. My service includes reviewing your independent contractors, gig workers, vendors, or landlord list, tracking and receiving the W-9 form, following up, preparing, and filing your 1099NEC/MISC forms.

    Don’t wait until January to do this 1099 compliance work, it will be harder to track down vendors and nonemployees. Plus the deadline is typically at the end of the January.

    *- Per the new OBBBA Bill that was signed on July 4, 2025, the threshold amount will increase to $2,000 starting after 12/31/2025 for 2026 and will be adjusted for inflation every year after.

    **- Check out this resource on the difference between Employee and Nonemployees and click on the Small Business Tab to learn more.

    • When you choose Your Financial Maven®, you’re getting:

      • ✅ W-9 Collection & Follow-Up: I’ll request, track, and securely gather W-9s from your payees. It’s best business practice to obtain the W-9 form prior to any payment you make as a Small Business Owner.

      • ✅ Data Review & Verification: Every detail double-checked before filing.

      • ✅ Accurate 1099 Filing: E-filed with the IRS (and your state where applicable) and copies provided to you and sent to your recipients.

      • ✅ Deadline-Driven Service: Guaranteed filing before the IRS deadline.

      • ✅ One-on-One CPA Support: No outsourcing, no bots—just me, your CPA.

    My base price is $500 which includes W-9 form collection, reviewing, tracking, and e-filing 1099-NEC and 1099-MISC tax forms. Additional fees apply for more than 5 tax forms, rush filings, and tax form corrections.

    To make an appointment just click on the New client inquiry button and then the 1099 Tax compliance link. There is a $50 appointment fee.

  • As a Small Business Owner or Entrepreneur, your focus is usually about what product or service you have to offer. But, the financial side of a business is just as important. I provide one on one consultation or workshops where we can talk about your business finances and how they work hand in hand with the rest of your business. Initial consultation fee is $50 to meet with Your Financial Maven®. Just click on either YFM Client appointment button or if you are new, the New client Inquiry button and then select the Small Business and Money Matters appointment link. There is a $50 appointment fee.