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Retainer Add-On
1099 Preparation and Filing
Year-round W-9 collection and year-end 1099 preparation and filing. Every form is verified through TIN matching and filed only after your approval.
How it works
From W-9 collection to filed 1099.
01
W-9s collected throughout the year
Vendor W-9s are collected, organized, and maintained as part of the ongoing accounting workflow so records are ready at year-end.
02
Draft recipient list prepared
A draft 1099 recipient list is prepared from available vendor records and payment activity. The list is administrative and does not reflect eligibility determinations.
03
TIN verified and you approve the final list
TIN matching is completed to validate name and TIN combinations before filing. The final recipient list is submitted for your review and approval.
04
1099s filed and corrected as needed
After your approval, 1099s are filed through the designated filing system. If corrections are needed after the initial submission, amended filings are handled as part of this service.
What's Included
W-9 collection and organization
1099 preparation from available vendor records
TIN matching and verification
Draft recipient list for client review
Filing after client approval
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Amended or corrected filings after initial submission
What's Not Included
Filing without client approval
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IRS notices, penalties, or backup withholding follow-up
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Responsibility for late filings caused by missing client information
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Pricing
Flat monthly pricing. Paused or resumed as needed.
You know the cost before work begins. Pause or resume as needed.
Monthly Maintenance
$75
Billed monthly in arrears
W-9 tracking and vendor readiness throughout the year
Annual Filing
$1,500
Billed monthly in arrears
1099 preparation, TIN review, client approval workflow, and filing
Minimum Commitment
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Billing Cycle
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Included Forms
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Additional Forms
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Filing Requirement
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Filing and Verification Costs
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Auto-Renews Annually
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Cancellation
1 Calendar year
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Monthly + annual filing
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Up to 30 1099s
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Scoped separately
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TIN review + client approval
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Pass through at cost
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Yes
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At annual renewal
Build Structure That Frees You.
Designed for founders who want clean, consistent financials and the confidence to make decisions without second-guessing. If that’s what you’re building toward, I’m here.