Tax & Compliance
1099 & W-2 Preparation Support
Year-end 1099 and W-2 season creates a spike of low-complexity, high-penalty-risk work — we handle the volume so your team isn't chasing W-9s in January.
Scope
What's included
- 01Vendor payment review and 1099-NEC/1099-MISC eligibility screening
- 02W-9 collection tracking and TIN matching
- 03Draft form preparation for your firm's review and filing
- 04Employee W-2 preparation support alongside payroll processing
You stay the licensed professional of record
Our partners are ACCA-qualified, not US-licensed CPAs or EAs — so we never sign, file, or represent a client before the IRS or a state agency. We prepare returns, filings, and workpapers to your firm's standard; your licensed CPA or EA reviews, signs, and retains full professional responsibility and the client relationship, exactly as if the work were done in-house.
Platforms we use
How year-end forms move
The January spike, handled.
- 1
Payments reviewed
Vendors screened for 1099 eligibility
- 2
W-9s & TINs
Collection tracked, TINs matched
- 3
Draft forms
1099s and W-2s prepared
- 4
You file
Ready for your firm's review and filing
Partners reply within one business day
Need help with 1099 & W-2 Preparation Support?
Tell us about the workload and we'll scope it within one business day.