Annual 1099 Compliance Package

Keep year-end contractor reporting from taking over your January.

Contractor reporting becomes easier when payment records, recipient details and filing responsibilities are organized before the deadline. Concierge CFO gives you a defined process for preparing and filing federal Forms 1099-NEC, with a clear approval step and a record of what was submitted.

Spend less time coordinating forms and more time running the business.

Starting at $495

One payer • One tax year • Up to 10 federal Forms 1099-NEC

SCHEDULE A 1099 COMPLIANCE CONSULTATION · REQUEST A CALLBACK

Based in St. Petersburg, serving Tampa Bay, businesses across Florida and clients in over 31 U.S. states.

What this means for your business

Get the information into one process

Use a standard intake for payment records and recipient details instead of managing disconnected spreadsheets and emails.

Catch missing details earlier

Review recipient information and flag gaps before the forms reach the filing stage.

Approve what will be filed

Review a draft summary before submission so names, amounts and business information can be checked.

Keep a useful completion record

Receive the filed forms and available submission acknowledgments for your records.

A better handoff from contractor payments to filing

Your team supplies complete payment records; we organize the reporting workflow. We discuss the types of payments, how they were made and the recipient information available to determine the appropriate preparation scope under the applicable filing-year rules.

A form should reflect the right payer, recipient and reportable amount. Our process builds in a client review before submission rather than treating a software import as the final answer.

What the starting package includes

  • One payer, one tax year and preparation of up to 10 federal Forms 1099-NEC.

  • Import or entry of a complete, client-approved payment summary.

  • Electronic W-9 requests where details are missing, with one consolidated follow-up cycle.

  • One TIN-matching attempt per included recipient and a list of exceptions requiring your attention.

  • A draft approval summary, federal electronic filing and available acceptance acknowledgments.

  • Electronic recipient delivery where valid consent is obtained, plus PDF copies for your records.

Straightforward package pricing

The starting fee is $495. Additional federal Forms 1099-NEC are $25 each within the same payer and tax year. Requested domestic paper mailing is $10 per recipient.

State filings, other form types, additional payers, historical payment reconstruction and corrections caused by changed client information after approval are quoted separately. We confirm all applicable additions before filing.

Four steps to an organized filing

  • Start early. Complete intake and provide the payment summary and recipient information.

  • Resolve exceptions. Review missing details and TIN-match items requiring attention.

  • Approve the draft. Confirm the payer, recipient and payment information.

  • Complete the filing. Receive the forms and available acknowledgments.

Know the timetable before you commit

Your engagement confirms an intake cutoff, client approval deadline and the delivery methods required. Timely completion depends on receiving complete records, resolved exceptions and your approval. Late or incomplete submissions are assessed separately before work is accepted.

Your questions, answered

Does every contractor payment require a 1099-NEC?

No. Reporting depends on the applicable year, recipient, payment type and payment method. We discuss those details using your submitted records.

What if I do not have a W-9?

The package includes electronic requests and one follow-up cycle. You remain responsible for helping obtain the required information and resolving outstanding items before filing.

Are state filings included?

The starting package covers federal 1099-NEC filing. Any applicable state filing work is identified and quoted separately.

Can recipients receive paper copies?

Yes. Requested domestic mailing is $10 per recipient. Electronic delivery is used where valid recipient consent is obtained.

Can you file more than 10 forms?

Yes. Additional 1099-NEC forms for the same payer and tax year are $25 each. Larger or more complex engagements can be quoted in advance.

Put a clear contractor-reporting process in place before the rush.

Tell us how many recipients you expect and how your payment records are maintained. We will confirm the right scope and what is needed to begin.

Starting at $495

One payer • One tax year • Up to 10 federal Forms 1099-NEC

SCHEDULE A 1099 COMPLIANCE CONSULTATION · REQUEST A CALLBACK

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