Tax strategy built for freelancers like you.
Quarterly estimates, a deduction checklist built for your profession, and a real person to check your work — not just software you open once a year.
What a plan actually looks like
Illustrative examples based on common deduction patterns for each profession — not guarantees, and not real client data.
The repetitive part runs itself.
A calculator that shows its work — every number traces back to a real 2026 tax rule, not a black box.
A real person, when the AI isn't enough.
Automation handles the repeatable math. A licensed reviewer handles the judgment calls.
How NewEra compares
A fair look at the three ways people usually handle 1099 taxes.
| NewEra | Generalist tax apps | Traditional CPA | |
|---|---|---|---|
| Pricing model | Flat monthly, by tier | Flat annual fee | Hourly or per-return, often $300+ |
| Built for | Specific 1099 professions | All W-2 and 1099 filers broadly | Whoever they take on |
| Deduction guidance | Checklist built for your profession | General deduction finder | Depends on the preparer |
| Year-round contact | Included in every tier | Usually an add-on | Mostly at tax time |
Built by someone who actually deals with this.
Mark Sharkozy, Founder
CPA-level tax strategy has always been priced for the people who need it the least. I started NewEra to change that — building the same caliber of strategy insurance agents, freelancers, and other 1099 professionals actually need, at a price they can actually afford.
Plans that grow with your income.
No annual contract — month to month, cancel any time. Priced for what a self-employed professional actually spends on tools, not what a firm charges a corporate client.
- AI tax strategy engine
- Tax Vault for receipts & documents
- Monthly optimization alerts
- Profession-specific deduction checklist
- Everything in Strategy
- Quarterly tax planning
- Entity structure recommendations
- Everything in Quarterly
- Licensed CPA/EA review
- Direct line for questions
- Everything in CPA Review
- LLC and S-Corp entity setup support
- Tailored strategy for business owners
Every feature, plan by plan.
Each plan includes everything in the one before it — so you're never wondering what you'd be giving up by starting small.
| Strategy$25/mo | Quarterly$35/mo | CPA Review$65/moEarly access | Business Builder$125/moEarly access | |
|---|---|---|---|---|
| AI tax strategy engine | ✓ | ✓ | ✓ | ✓ |
| Tax Vault for receipts & documents | ✓ | ✓ | ✓ | ✓ |
| Monthly optimization alerts | ✓ | ✓ | ✓ | ✓ |
| Profession-specific deduction checklist | ✓ | ✓ | ✓ | ✓ |
| Quarterly tax planning | — | ✓ | ✓ | ✓ |
| Entity structure recommendations | — | ✓ | ✓ | ✓ |
| Licensed CPA/EA review | — | — | ✓ | ✓ |
| Direct line for questions | — | — | ✓ | ✓ |
| LLC and S-Corp entity setup support | — | — | — | ✓ |
| Tailored strategy for business owners | — | — | — | ✓ |
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Tax strategy, explained plainly.
Original guides from NewEra, plus direct links to the IRS's own pages for the foundational stuff.
7 tax deductions insurance agents miss
The deductions that come up again and again for 1099 insurance agents — and why they get overlooked.
Estimated (quarterly) taxes
The IRS's own explanation of who owes quarterly estimates, when they're due, and how to pay.
Electing S-Corp status
Form 2553 and the official requirements for electing S-Corp tax treatment.
Frequently asked questions
Stop finding out what you owe in April.
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