Information Returns
Year end information returns, prepared from clean vendor and payee data and filed on time.
Scope
What we do
- Collect and validate Forms W-9 and review vendor lists for reportable payments
- Prepare Forms 1099 and reconcile them to the ledger
- Prepare corrected returns when payee information changes
What your firm receives
- Filing ready information returns
- Vendor and payee reconciliation
- Missing W-9 list
What we need from you
- Vendor payment reports
- Existing W-9s
- Your filing platform access
What your firm keeps
Your firm or its client approves and files the returns.
How it starts
From first call to first delivery
Access, checklists and security are written down before volume arrives.
A conversation
We learn what your firm needs, which software you run and how your review works.
A trial piece of work
We complete a small, real piece of work so your reviewers can judge the quality for themselves.
Onboarding
Access, security, checklists and communication are set up and written down before volume arrives.
Related
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Read MoreC Corporation Returns
Form 1120 returns for closely held and venture backed corporations, including consolidated groups and foreign owned companies.
Read MoreStart a conversation
Tell us what your firm needs
Start with a conversation and a small trial piece of real work. Your reviewers judge the quality before anything else is agreed.
- hello@example.comSample
- +1 (202) 555-0142Sample
- Monday to Friday, 8:00 to 18:00 US Eastern timeSample