Year-end 1099 preparation and filing support built into your accounting workflow, including W-9 gathering, vendor tracking, and filing coordination. 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 Amended or corrected filings after initial submission What's Not Included Filing without client approval IRS notices, penalties, or backup withholding follow-up Responsibility for late filings caused by missing client information 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 Billing Cycle Included Forms Additional Forms Filing Requirement Filing and Verification Costs Auto-Renews Annually Cancellation 1 Calendar year Monthly + annual filing Up to 30 1099s Scoped separately TIN review + client approval Pass through at cost Yes At annual renewal Frequently Bought Together Clients using this service often pair it with a core package or a related add-on. Best Fit Retainer Package Controller Lite Controller Lite Details → Accounting Policy Architecture Add-On Details → Accounts Payable Support Add-On Details → Sales Tax Filing Add-On Details → 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. Phone (805) 410-8647 Email Brett@BrettJFedererAccounting.com Connect LinkedIn Learn More

Custom accounting policy design for companies that need documented accounting rules, consistent treatment, and financial reporting standards that can hold as the business grows. Separately Scoped Add-On Accounting Policy Architecture For complex areas like revenue recognition, inventory costing, asset amortization, or internal controls, this add-on creates a formally documented accounting policy built around your real operations, tested against actual transactions, and structured for internal or external review. The project is structured in three phases, each scoped and engaged independently. How it works Three phases. Each scoped independently. 01 Policy drafted and tested A formal accounting policy is drafted, tested against a reasonable sample of your actual transactions and workflows, and delivered as a complete draft ready for internal or external sign-off. 02 Audit and board support available If needed, support is provided for external review processes including board presentations, audit calls, and post-meeting revisions tied directly to the Phase 1 policy draft. 03 Policy implementation available When scoped, the finalized policy is applied into your accounting system through journal entries, reconciliations, and workbook configuration based on the completed policy documentation. By Phase What Each Phase Delivers PHASE 1 Policy Testing and Drafting Testing against actual transactions and workflows Policy documentation scoped to your GL Targeted meetings to refine the draft Delivery of a fully tested policy draft Concludes upon delivery of the tested policy draft. Material corrections included within 30 days. PHASE 2 Audit and Board Support Presentation prep and formatting Attendance at board meetings or audit calls Post-meeting revisions tied to Phase 1 Concludes 30 days after the last support service if no material activity toward external sign-off. PHASE 3 Implementation Journal entries and reconciliations Workbook buildout or configuration Up to 24 months of historical adjustments Internal walk-through if requested Concludes upon posting of all scoped entries and reconciliations tied to the finalized policy. What's Not Included New policies beyond the original scope Forecasting or scenario modeling Full population testing or audit-level assurance Retroactive adjustment for business model changes after drafting Ongoing maintenance or updates after delivery Onsite work All policies remain management-owned. Final approval and interpretation remain with management and/or the client’s auditor. Policies are structured under Generally Accepted Accounting Principles (GAAP) guidance using materiality considerations appropriate for the engagement. Pricing Separately scoped per engagement. Each policy project is scoped and priced based on complexity, subject area, and system structure. Phase 1 Phase 2 Phase 3 Usually starts at $6,000* Scoped separately when needed Scoped separately when needed * Final pricing depends on policy complexity, transaction volume, documentation needs, and whether implementation support is included. Simpler policies may be scoped separately. Frequently Bought Together Clients using this service often pair it with a core package or a related add-on. Best Fit Retainer Package Accounting Execution Package Accounting Execution Package Details → 1099 Preparation and Filing Add-On Details → Scoped Historical Cleanup Add-On Details → Special Projects & Custom Support Add-On Details → 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. Phone (805) 410-8647 Email Brett@BrettJFedererAccounting.com Connect LinkedIn Learn More

I built this firm for founders who want financial structure that lasts — not just fixes. Calm, clear, and quietly built to hold. The Architect Behind the Calm Your accounting should not get harder as you grow. A steady close and clear financial structure keep the numbers from owning you. 10+ Years in accounting and financial operations 16 → 2 Month-end close reduction in days 20,000 Printed pages eliminated monthly PERSONAL STORY I know firsthand what it feels like to be the one holding everything together. I spent years as the person responsible for every number, every reconciliation, every deadline. I was the one making sure nothing fell through the cracks while everyone else moved on to the next thing. At a high growth, AI powered SaaS and Robotics startup that raised through Series C, I ran the entire accounting function solo. Accounts payable. Accounts receivable. Payroll accounting. Bank reconciliations. Sales tax filings. Revenue recognition under ASC 606. Forecasting. Audit prep. Investor reporting. All of it, often with limited tools and expectations that never slowed down. Before that, I was inside a global enterprise food company with teams across North America and around the world. That's where I designed and rolled out a fully paperless accounting system, taking over 40 employees digital across every North American location. The team came to call it "Brett's Paperless Project." So you can say I arrived at this work from my own deep time in the trenches. My training and experience span controllership, financial reporting, systems design, and close management. My core focus is on structure, and more importantly, building the kind of financial foundation that lets founders stop worrying and start breathing. That's what I bring to this firm, and it's what I deliver inside every engagement. My Belief: You started your company because you're good at something. Really good. Good enough to bet on yourself and build around it. Not to manage an accounting month-end close. But the accounting has a way of finding you anyway. It starts small. Then the numbers start touching everything. Hiring. Cash. Growth. Peace of mind. And before you know it, you're spending more time inside the books than inside the business you built. And that makes sense. When a business is actually working, the financials get heavier. That's just what growth does. But you shouldn't have to carry it. You built something real. The accounting should hold that up, not hold you back. When the structure underneath is right, you stop thinking about it. The close happens. The reports hold up. And you go back to doing the thing you were already great at before any of this started. Your accounting should not own you. Structure now. Freedom later. Beyond the numbers. I'm not here to scale an empire. I work with a small, intentional group of founders at a time because clarity dies in chaos. I live in a place that's dry and hot most of the year, but I feel most at peace in two kinds of places: forests and dense green life that help me reset, and places like Wailea, Maui, where everything just slows down. They're different, but they create the same feeling for me. That longing for calm isn't just personal. It's what shaped this firm. Every system I build is meant to create that same feeling: space, clarity, and the kind of confidence you can finally breathe in. Discovery Call Financial Clarity, One Post at a Time 1 2

Sales and use tax registration and filing support scoped alongside your core accounting package. Filing stays connected to your books instead of managed separately. Separately Scoped Add-On Sales Tax Filing This add-on includes the preparation, filing, registration, and payment submission for applicable sales tax jurisdictions once filing requirements have been established. How it works From registration to filed return. 01 Registration directed by client or tax advisor Nexus determinations are made by the client or their tax advisor. The Firm registers with each state as directed and maintains active filing status. 02 Returns prepared from client records Sales tax returns are prepared from available transaction data and accounting records for each registered jurisdiction and filing period. 03 Returns reviewed and approved Draft returns are submitted for client review and approval before filing. No return is filed without sign-off. Approval may be given each filing period or set in advance for routine filings. 04 Returns filed and payment submitted After approval, returns are filed and payment is submitted through each state portal using the payment method connected to that state account. How payment works Once the return is approved, Brett J. Federer Accounting, APC submits any amount due through the applicable state portal as part of the filing process. The payment is made inside the same system used to file the return, so the amount due, payment destination, and saved banking information remain within the state portal. Brett J. Federer Accounting, APC does not store or access payment details outside that controlled system. What's Included State registration based on client direction Filing calendar and due date tracking Sales tax return preparation Return filing through state portals Payment submission through state portals Filing confirmations retained for records What's Not Included Nexus determinations or nexus monitoring Taxability, product classification, or exemption certificate determinations Sales tax audit defense or representation Payment method setup in state portals Refund claims or voluntary disclosure agreements Penalties or interest resulting from late client approval Returns are prepared from client-provided records, registrations, and tax treatment already established. Nexus, taxability, and exemption certificate determinations remain with the client or tax advisor. Pricing Separately scoped per engagement. Each engagement is scoped and priced based on jurisdiction count, filing frequency, and transaction volume. Scoping Filing Frequency Registration Auto-Renews Monthly Availability Cancellation Per client, per jurisdiction Monthly , quarterly, or annually Included Yes Active monthly clients only Anytime, no penalty Frequently Bought Together Clients using this service often pair it with a core package or a related add-on. Best Fit Retainer Package Accounting Execution Package Accounting Execution Package Details → Controller Lite Details → Financial Clarity Package Details → Accounts Receivable Support Add-On Details → 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. Phone (805) 410-8647 Email Brett@BrettJFedererAccounting.com Connect LinkedIn Learn More