Compliance & Required Filings

Year-end reporting handled accurately and on time, so nothing slips through the cracks.

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  • W-2 preparation and filing
  • 1099-NEC preparation and filing
  • 1099-MISC preparation and filing
  • Required state filings (where applicable)
  • Recipient copies delivered electronically or by mail
  • Filing confirmation and documentation for your records

What This Service Covers

Certain filings are required outside of your annual tax return or ongoing bookkeeping. This service covers the preparation and filing of required year-end information returns and related compliance filings, ensuring they are completed accurately and submitted on time.

This service is available as a standalone engagement or as an add-on to ongoing bookkeeping or payroll support.

A GOOD FIT IF:

  • You have payroll and/or contractor payments
  • You want the correct forms filed accurately on your behalf
  • You don’t have time to manage year-end compliance filings
  • You want reliable support to help avoid IRS or state penalties

NOT A FIT IF:

  • You have no payroll or contractor payments
  • You prefer to handle year-end filing on your own
  • You have time and confidence to manage these filings
  • You already have payroll/accounting support in place

If you’re not sure, we’re happy to help confirm what’s required.

Who This is For

How It Works

1

Submit Your Filing Details

Complete a short intake form so we can confirm the number of forms, states involved, and how payments were made. We’ll let you know if anything additional is needed.

2

We Review & Prepare Your Filings

We review the information provided, prepare the required forms, and send an invoice for approval before filing.

3

File & Confirm Completion

Once approved, we submit the filings and provide confirmation along with documentation for your records.

Pricing

Transparent pricing for required compliance filings.

Per-Form Pricing

$35 per form
W-2, 1099-NEC, or 1099-MISC • State filing included
Small Bundle
Up to 10 forms
$300
Medium Bundle
Up to 25 forms
$500
Large Bundle
Up to 50 forms
$650
  • Additional forms outside bundle: $20 per form
  • Annual setup fee: $50 (applies only if payroll is not run through QBO)
  • Correction forms: $50 per form
  • Additional fees may apply for incomplete or missing information

  • You don’t need need to decide that upfront. We review how payments were made and determine which form(s) are required as part of the intake and preparation process.

  • No. We can prepare and file W-2s and 1099s regardless of how payroll or contractor payments were processed, including payments made through QBO, Stripe, or other platforms. Additional setup may apply if payroll is not run through QBO.

  • If information is incomplete or incorrect, we’ll let you know what’s needed to proceed. Additional fees may apply for follow-up work or correction filings, which are billed separately at $50 per corrected form.

FAQS

Here are some of the most common questions we get about compliance and required filings.

Ready to get started?

Complete a short intake form to get started. No consultation required.

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