1099 & W‑2 Preparation Support
YEAR‑END REPORTING • PAYROLL • INFORMATION RETURNS We prepare and e‑file 1099s and W‑2s, reconcile payroll and vendor records, and deliver secure recipient copies—reducing penalty risk and avoiding mismatches with the IRS/SSA and states.
Our Key Services
What We Handle
End‑to‑end 1099 and W‑2 readiness, filing, and follow‑through.
Our Process
Discovery
Gather vendor master file, W‑9/W‑8s, payroll registers, prior filings, and state account details.
Clean & Map
Run TIN matches, set reportability flags, configure fringe benefits, and map GL/vendors to forms/boxes.
Reconcile
Tie Q1–Q4 payroll filings to W‑2 totals and vendor payments to 1099 totals; resolve variances.
Prepare & Review
Draft forms, produce recipient statements, and route for management/CPA review.
E‑file & Deliver
Submit e‑files, deliver copies via secure portal, archive proofs, and manage corrections if needed.