Recommended Professionals & Small Business Resources
Being self-employed often means building your own team of professionals. Along with health insurance, you may need help with taxes, accounting, business law, financial planning, commercial insurance, mortgages, financing and running a growing business.
We've put together this directory of professional firms and small business resources that may be useful to self-employed professionals, 1099 contractors, freelancers and small business owners.
Resources for entrepreneurs and small businesses in many of the states we serve.
About this directory: These businesses and organizations are provided as resources to consider. Unless specifically stated, they are independent of 1099 Health Insurance and their inclusion does not constitute a guarantee of their services. Always evaluate a professional based on your own needs, credentials, licensing, fees and experience.
If a future listing involves paid placement, sponsorship or referral compensation, that relationship will be disclosed.
Arizona Business Professionals
Jermaine A. Southern, CPA
Phoenix, Arizona
Tax advisory, business formation, IRS representation, estate planning and business advisory services for individuals and business owners.
Visit Website →Pro Financial Insurance Agency
Phoenix, Arizona
Independent insurance agency serving Arizona individuals and businesses, including commercial and other property and casualty insurance needs.
Visit Website →Mark Fazio – Barrett Financial
Phoenix, Arizona
Mortgage broker helping homebuyers compare lending options, including programs that may be useful for self-employed borrowers.
Visit Website →Texas Business Professionals
The McDaniel Mortgage Group
Dallas, Texas
Dallas mortgage professionals helping borrowers navigate home financing and mortgage options.
Visit Website →Howell Financial Group
Dallas, Texas
Financial planning services covering retirement, investments, tax considerations, estate planning, insurance and cash-flow decisions.
Visit Website →Murphy Business Sales – Dallas
Dallas, Texas
Business brokerage, valuations, acquisitions and business-sale assistance for owners considering buying or selling a company.
Visit Website →Florida Business Professionals
Hudson Robillard, CPA
Miami / South Florida
CPA firm providing personal and business tax preparation, payroll, financial services and support for South Florida businesses.
Visit Website →Moneywise Business Group
Miami, Florida
Estate planning, wills, trusts, asset protection, retirement planning and financial services for families and business owners.
Visit Website →Georgia Business Professionals
Gwinnett Business Consultants
Metro Atlanta, Georgia
CPA, accounting, tax, bookkeeping, fractional CFO and business consulting services with a focus on small businesses.
Visit Website →Windham Brannon
Atlanta, Georgia
Accounting, tax, business advisory, valuation and transaction services for companies and business owners.
Visit Website →The Oak Insurance Group
Atlanta, Georgia
Independent insurance agency offering commercial coverage such as business owners policies, liability, workers' compensation and commercial auto.
Visit Website →North Carolina Business Professionals
Small Biz Heroes
Charlotte, North Carolina
Small-business funding resource offering access to financing programs, credit-building resources and business capital options.
Visit Website →Lord & Lindley, PLLC
Charlotte, North Carolina
Charlotte law firm assisting businesses and individuals with legal matters, risk and business-related disputes.
Visit Website →Colorado Professional Resources
Pamela Todd – MegaStar Financial
Denver, Colorado
Denver-area mortgage professional serving homebuyers and borrowers seeking residential financing.
Visit Website →Illinois Business Professionals
YM TAX CPA
Chicago, Illinois
Accounting, bookkeeping, payroll, business tax planning, IRS representation and virtual CPA services.
Visit Website →The Accountrepreneur
Chicago, Illinois
Outsourced accounting, controller and CFO services designed for growing and emerging businesses.
Visit Website →Pasquesi Partners
Chicago, Illinois
Accounting, bookkeeping, tax planning, fractional CFO services and financial guidance for businesses and entrepreneurs.
Visit Website →Pennsylvania Business Professionals
USA Tax Service
Philadelphia, Pennsylvania
Accounting firm serving business owners, executives and independent professionals with accounting, tax and business services.
Visit Website →Ohio Business Professionals
BHM CPA Group
Columbus, Ohio
CPA firm providing tax, accounting, business advisory, business valuation, strategic planning and CFO services.
Visit Website →Buckeye CPA
Columbus, Ohio
Local CPA firm serving individuals and businesses with accounting, tax and business financial needs.
Visit Website →Katz DiCuccio LLP
Columbus, Ohio
Columbus law firm providing business law, real estate, probate and other legal services.
Visit Website →Activate Law
Columbus / Ohio Statewide
Business law firm focused on startups, entrepreneurs and small businesses, including business formation and ongoing legal support.
Visit Website →Tennessee Business Professionals
Blankenship CPA Group
Nashville / Middle Tennessee
Accounting and advisory firm serving individuals and businesses with tax, accounting and financial-management services.
Visit Website →Manning Carroll Law
Nashville, Tennessee
Business law firm built around startups, entrepreneurs and small businesses, including formation and ongoing legal services.
Visit Website →Maclellan Law PLLC
Nashville, Tennessee
Business attorney assisting entrepreneurs with formation, commercial contracts, succession planning and other business matters.
Visit Website →Varallo Insurance Agency
Nashville, Tennessee
Independent insurance agency providing personal and commercial property and casualty coverage.
Visit Website →USA Mortgage
Mortgage Resource
Residential mortgage company offering purchase and refinance financing options for homebuyers.
Visit Website →Free & Low-Cost Small Business Resources
Before paying for professional help, business owners may also want to explore these nonprofit, government and business-development resources. Many offer free mentoring, business counseling, workshops or educational tools.
Arizona Small Business Development Center
No-cost business advising, training and resources for Arizona entrepreneurs.
Visit AZSBDC →SCORE Greater Phoenix
Free business mentoring and educational programs for entrepreneurs throughout Greater Phoenix and Arizona.
Visit SCORE →SCORE Dallas
Free mentoring and practical business guidance for entrepreneurs throughout Dallas–Fort Worth and surrounding areas.
Visit SCORE →Florida SBDC Network
No-cost consulting, training, research and business-development resources throughout Florida.
Visit Florida SBDC →SCORE Miami-Dade
Free small-business mentoring and education serving Miami, South Florida and surrounding areas.
Visit SCORE →University of Georgia SBDC
Small-business consulting, training and resources for entrepreneurs throughout Georgia.
Visit Georgia SBDC →SCORE Atlanta
Business mentoring, education and practical guidance for Metro Atlanta entrepreneurs.
Visit SCORE →SCORE Charlotte
Free mentoring and business-development resources for entrepreneurs in Charlotte and surrounding communities.
Visit SCORE →Illinois Small Business Development Centers
Confidential business guidance, training, financing assistance and planning resources throughout Illinois.
Visit Illinois SBDC →SCORE Chicago
Free expert mentoring and business education for Chicago-area entrepreneurs.
Visit SCORE →Pennsylvania SBDC
No-cost confidential consulting and educational programs for Pennsylvania small businesses.
Visit PA SBDC →U.S. Small Business Administration
Federal information about starting, financing and managing a small business.
Visit SBA.gov →SCORE
National nonprofit network offering free small-business mentoring, education and workshops.
Visit SCORE.org →America's SBDC
National network connecting small businesses with local Small Business Development Centers.
Visit America's SBDC →IRS Small Business & Self-Employed Center
Federal tax information specifically for small businesses, independent contractors and self-employed taxpayers.
Visit IRS →National Association for the Self-Employed
Resources and education aimed specifically at self-employed professionals and microbusinesses.
Visit NASE →National Federation of Independent Business
Small-business advocacy, education and resources for independent business owners.
Visit NFIB →AICPA & CIMA
Professional accounting organization and resource for learning more about CPAs and accounting standards.
Visit AICPA →NMLS Consumer Access
Public resource for looking up mortgage companies and licensed mortgage loan originators.
Visit NMLS →Society for Human Resource Management
HR education and resources useful to businesses as they begin hiring and managing employees.
Visit SHRM →SBA Women's Business Centers
Business training, counseling and resources for women entrepreneurs.
Find a Center →Veterans Business Outreach Centers
Business-development training and counseling for veterans, service members and military spouses.
Find a VBOC →FTC Small Business Cybersecurity
Federal cybersecurity guidance designed to help small businesses protect customer and business information.
Visit FTC →Building Your Small Business Professional Team
A self-employed person may eventually need several different professionals. The right team depends on your business, but these are some of the relationships worth considering as your business grows.
CPA or Tax Professional
For tax planning, estimated taxes, deductions, entity questions and business financial reporting.
Business Attorney
For contracts, entity formation, partnerships, business purchases and legal risk.
Commercial Insurance Agent
For liability, commercial auto, property, workers' compensation and other business risks.
Financial Professional
For retirement planning, investments, cash flow and long-term financial goals.
Mortgage Professional
A mortgage professional familiar with self-employed income may help explain documentation and financing options.
Health Insurance Advisor
For comparing individual, family and small-business health insurance when an employer isn't providing coverage.
Need Help With Health Insurance?
If you're self-employed, a 1099 contractor, freelancer or small business owner, we can help you compare health insurance options for yourself, your family or your business.
Or call or text (833) 833-1099
1099 Health Insurance is not affiliated with or responsible for the services, advice, products, fees or actions of independent businesses or organizations listed on this page. Information and links are provided for general convenience and educational purposes. Verify licensing, credentials and suitability before hiring any professional. Inclusion does not imply endorsement unless expressly stated. If a listing is sponsored or involves referral compensation, it should be clearly disclosed.
