Are You Asking These Questions?

If so, we want to ease your mind and save you from the possibility of an IRS notice or penalty.

  • How Can I Avoid Making a Mistake When Filing 1099s?

  • Do I Need to File 1099s for my Business?

  • Who do I Need to Give a 1099 Form to?

  • What Information do I Need to get Ready for Tax Season?

Course Curriculum

    1. Welcome 👋

      FREE PREVIEW

    2. Overview of the Course

      FREE PREVIEW

    3. Before We Dive in...

    1. Key Terms in the Course

    2. Who, What, When, Where, Why and How

    3. Employee vs Independent Contractor

    4. Examples of Common Payments

    5. So, What's a W-9 Form?

    6. Let's Go Through Some Examples!

    1. Exceptions to the Rules

    2. Let's Talk About the 1099-K

    3. What Happens if You Don't Get a W-9?

    4. Let's Go Through More Examples!

    1. The 1099-NEC

    2. The 1099-MISC

    3. How Can You File 1099s?

    4. Steps for Success

    5. Thanks for Taking the Course!

    6. Resources to Download

About This Course

  • $139.00
  • 19 lessons
  • IRS Flowcharts
  • Downloadable Slide Deck

We'll Help You Get it Right

Enroll in the Course

What Else is Included?

  • Employees Versus Contractors

    The difference between the employees + contractors, and why it's important to have workers classified correctly.

  • Related Forms You Should Know

    Forms related to the 1099-NEC and MISC, like the Form W-9 and Form 1099-K.

  • When You Need to Withhold Taxes

    What to do if you don’t receive a payee’s tax ID number and when you're required to withhold taxes from your payments.

What Others Are Saying

"This is the first year I am confident..."

by Jeannine Pohl

This is the first year I am confident in my year end bookkeeping and preparing for 1099s thanks to her support through out the year!

"Let the W9 do the work."

Small Business Owner

I now feel comfortable knowing all I need to ask for is a W9, and I can let the W9 do the work of telling me who is eligible for a 1099.

"Instrumental in teaching fundamentals."

by Richard Gaynor

Kayla saved me by reaching out to me about 1099s. She has been instrumental in teaching fundamentals, shortcuts and maintenance in a position I had little experience in. She has a calm countenance and is patient and so very helpful. An indispensable asset to any small business team you have assembled to move your company forward.

"It's far less scary."

I feel so organized and it's far less scary. Thank you so much for the class!!!