Tax Services · Information Returns
I prepare and file the information returns most filers forget until the penalty notice arrives: the 1099 series (including 1099-NEC with its earlier January deadline), 1098 series, 5498 series, W-2G for gambling winnings, and 1042-S for payments to nonresident aliens.
Information returns are filed through 1099.com and the IRS Information Returns Intake System (IRIS). E-filing is available for tax years 2022 through 2026. Paper filing with Form 1096 is available when needed.
Pricing is $10 per form for most information returns, $30 for 1042-S, with a $95 setup fee per payer per year. See the tax pricing page for the full schedule.
Required disclosures
Tax returns are prepared under a Preparer Tax Identification Number issued under Internal Revenue Code section 6109(a)(4). Preparation is subject to the Internal Revenue Code, including the preparer penalty provisions at sections 6694 and 6695.
Tax return information is used solely to prepare your return. It is not disclosed or used for any other purpose without your prior written consent in the form required by Internal Revenue Code section 7216 and the regulations under it. Unauthorized disclosure or use of tax return information is a criminal offense.
Taxpayer information is protected under a Written Information Security Plan maintained in accordance with the FTC Safeguards Rule at 16 CFR Part 314 and IRS Publication 4557. Tax documents are exchanged only through a secure client portal never by email or through website forms.
Federal returns are prepared for filers nationwide. State returns are prepared for states in which the required preparer registration is held; several states regulate tax preparers separately.
Representation before the Internal Revenue Service is governed by Treasury Department Circular 230 and is limited by credential. This firm does not represent taxpayers in collection matters, including liens, levies, installment agreements, offers in compromise, and collection due process proceedings, and does not practice before the United States Tax Court. Where a matter requires representation, an enrolled agent, CPA, or tax attorney is engaged or the client is referred.
Refund amounts, tax owed, and acceptance of any return by a taxing authority are determined by tax law and by the accuracy and completeness of information provided by the taxpayer. No outcome is guaranteed.