Why 3 different service packages?

At The 1099 CPA, we know that independent contractors, freelancers, and self-employed professionals have unique financial needs and tax challenges. To help you navigate these complexities and ensure your business thrives, we offer three distinct service packages: Basics, Standard Date Full-Service, and Extended Date Full-Service. Each package is designed to meet you where you are in your entrepreneurial journey, offering the support and expertise you need at every stage.

1. Basics Package: Essential Tax Services for the Independent Professional

Our Basics Package is perfect for those who need essential tax services without the extra bells and whistles. This package includes:

  • Annual Filing of W-2, 1120-S, and 1040: We take care of the critical filings required for your S-Corp and personal taxes, ensuring everything is accurate and submitted on time.

  • Access to Your Accounting Team: Have questions or need advice? With the Basics Package, you have access to our accounting team via text, phone, or email. We’re here to support you whenever you need us.

This package is ideal if you’re comfortable managing some aspects of your business but need reliable support to handle your annual tax filings.

2. Standard Date Full-Service Package: Comprehensive Support with Standard Filing Deadlines

For those who prefer a more hands-on approach from their accounting team, our Standard Date Full-Service Package offers a comprehensive suite of services designed to cover all aspects of your business’s financial management, with a focus on meeting standard tax filing deadlines. This package includes:

  • LLC Registration and Setup: We handle the legalities of forming your LLC, so you can focus on growing your business.

  • Payroll Tax Withholding Account Setup: We ensure your payroll taxes are properly withheld and managed from the start.

  • Unemployment Tax Account Setup: We take care of setting up your unemployment tax account, ensuring compliance with state regulations.

  • Quarterly Payroll Filings: Stay compliant throughout the year with quarterly payroll filings, handled by our expert team.

  • Regular Bookkeeping: We provide ongoing bookkeeping services, so your financial records are always accurate and up-to-date.

  • Annual Filing of 1099s: If needed, we’ll take care of filing 1099s for your contractors.

Guaranteed Filing Deadlines:

  • 1120-S Filing by March 15

  • 1040 Filing by April 15

This package is ideal if you want comprehensive financial management with the assurance that your filings will meet the standard tax deadlines, provided all necessary information is submitted on time.

3. Extended Date Full-Service Package: Maximum Flexibility with Extended Filing Deadlines

Our Extended Date Full-Service Package offers all the benefits of the Standard Date package but with extended tax filing deadlines, providing maximum flexibility for your business. This package includes:

  • LLC Registration and Setup

  • Payroll Tax Withholding Account Setup

  • Unemployment Tax Account Setup

  • Quarterly Payroll Filings

  • Regular Bookkeeping

  • Annual Filing of 1099s (if needed)

Guaranteed Filing Deadlines:

  • 1120-S Filing by September 15

  • 1040 Filing by October 15

This package is perfect if you need more time to gather your financial information and want to avoid the pressure of standard filing deadlines. It provides the same comprehensive support as our Standard Date package but with added flexibility to accommodate your schedule.

4. Flexibility to Grow with Your Business

As your business evolves, your financial and tax planning needs will change. Our three-tiered approach allows you to easily upgrade your services as your business grows. Starting with the Basics, you can transition to more advanced services without the hassle of finding a new CPA. This flexibility ensures you always have the right level of support, no matter where you are in your journey.

Explore our service packages today to find the one that’s right for you, and let us help you take your business to the next level.


Any and all information included in this webinar and presentation is provided for informational purposes only and is not to be relied upon as a professional opinion. All content does not constitute professional advice and is not guaranteed to be complete, accurate, reliable, current, or error-free. By consuming this content, you accept and agree that following any information or recommendations provided therein and all channels of digital content is at your own risk.

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