We strive to stay informed of potential regulatory changes that could impact our clients and share this knowledge to educate our clients on how these changes could impact your business.

Client Packet

Please click the link below to be taken to a PDF of our 12-page client packet including HP insights and relevant documents. You can download or print the packet from your browser.

No-Cost Training Session

We are also providing a 1099 Information Session/Training at GTAR on Wednesday, November 2nd, – available live in person or virtual – allowing for more specific questions and answers. Please fill out the form below if you wish to register for this free training.

Engagement Letter

We appreciate the opportunity to work with you on the preparation of 1099s (IRS information returns). This letter is to specify the terms of our engagement, clarify the nature and extent of the services we will provide, and confirm an understanding of our mutual responsibilities.


Unable to make the training session? We’ve got you covered – click the button below to download the insights from our PowerPoint presentation