Services
1099 & Year-End Preparation
Stress-free tax season starts with organized books.
Book a Free Consultation
Stress-free tax season starts with organized books.
Book a Free Consultation
I organize your vendor information and financial records for year-end reporting and 1099 preparation. Everything your accountant needs will be ready to go — clean, organized, and on time.
The best time to prepare for year-end is before year-end. If you're already working with me on monthly bookkeeping, year-end prep is seamless. If not, don't wait until January — reach out early so we can get everything in order before the deadlines hit.
A Form 1099-NEC reports payments you made to independent contractors — people and unincorporated businesses you paid for services. For payments made in 2026, you generally must file one for anyone you paid $2,000 or more (the threshold was $600 through 2025). Payments to corporations usually don't need a 1099, with exceptions like attorneys' fees.
Forms 1099-NEC for 2026 payments are due to both your contractors and the IRS by February 1, 2027 — the usual January 31 deadline falls on a Sunday. The IRS charges penalties per form for filing late, and the penalty grows the longer you wait, so it pays to have your W-9s collected and your contractor totals ready in early January.
Reconcile every account through December, confirm your contractor payment totals, collect missing W-9s, clean up old open invoices and bills, and get everything to your tax preparer early. Starting in November makes January much calmer.
More answers on the full FAQ page.
Book a free consultation and let's talk about how I can help your business.