1099 preparation & filing
We collect W-9s, identify reportable vendors, and prepare and e-file your 1099-NEC and 1099-MISC information returns — these are information returns, not your income-tax return.
1099 preparationAccounting · Tax-ready books
Tax-ready books and a clean year-end package for your CPA.
Tax-ready bookkeeping and documentation support only — no tax-return preparation, filing, tax representation or tax advice. TechBrot does not prepare or file tax returns; we work with your CPA or EA. TechBrot is a bookkeeping and advisory firm, not a CPA firm: we keep your books tax-ready, prepare your 1099 information returns and build the year-end handoff package your CPA or EA files and advises from.
We keep the books tax-ready & coordinate · Your CPA or EA files and advises
§ 01 · In short
What we do at tax time — and what your CPA does.
§ In short
Tax season has two halves, and TechBrot does the bookkeeping half: books kept accurate and tax-ready year-round, your 1099 information returns prepared and e-filed, sales-tax records your tax professional files from, and a year-end CPA handoff package. TechBrot does not prepare or file tax returns; we work with your CPA or EA.
Certifications · Current certifications held by TechBrot’s senior reviewer: Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification — verification on request. Intuit’s ProAdvisor program becomes Intuit ProPartner Accountants in early 2027; the certifications continue.
§ 02 · What we actually do
The bookkeeping side of tax season.
Tax-adjacent work that is genuinely bookkeeping — not tax-return preparation, tax advice, or filing your tax returns.
Year-end review & CPA handoff
We reconcile, clean, and close the books for the year, then build the organized handoff package your CPA needs — so their work starts from reconciled numbers. The package is designed for CPA review; acceptance depends on the recipient’s requirements.
Year-end CPA handoffSales tax compliance
Nexus tracking, registration support, and filing-ready sales-tax records inside your bookkeeping, kept current month to month. We keep the sales-tax records, reconciliations and schedules your tax professional needs to file; we do not file returns.
Sales tax compliance§ 03 · What we coordinate (your CPA does)
Where we route you to the right help.
These need a licensed CPA, EA, or tax attorney. We help on the books side and coordinate — we do not file returns, advise, or represent you.
IRS problem resolution
If the IRS is asking questions, we help by fixing the underlying books and assembling records — but a CPA, EA, or tax attorney is who represents you before the IRS. Here's how that split works.How we help with IRS issuesTax planning
Tax strategy is your CPA's call, not ours. What we do is keep the books accurate and timely so your CPA can actually plan — we coordinate with them; we do not give tax advice.How we coordinate planningSpeak with an advisor
Not sure what's bookkeeping and what's a CPA question? Talk to your TechBrot client advisor. We'll tell you what we handle and where you need your CPA or EA.Speak with an advisor
§ 05 · FAQ
Tax, CPAs, and what TechBrot does.
Does TechBrot prepare or file my tax return?
No. TechBrot does not prepare or file tax returns; we work with your CPA or EA. TechBrot is a bookkeeping and advisory firm, not a CPA firm or a tax-preparation firm: tax-ready bookkeeping and documentation support only, with no tax-return preparation, filing, tax representation or tax advice. What we do is keep your books accurate and tax-ready all year, prepare and e-file your 1099 information returns (reports of payments you made to others, not your tax return), and build the year-end handoff package your CPA or EA works from.
Can you represent me before the IRS?
No. TechBrot does not represent anyone before the IRS. Practice before the IRS is governed by Treasury Circular 230, and CPAs, enrolled agents and attorneys have unlimited representation rights. Where we help is the books: we fix the underlying records, reconcile what's wrong, assemble the documentation your representative asks for, and, with your authorization, coordinate records with them so they can do their job. The representation itself is theirs, not ours.
Do you give tax advice?
No. We do not give tax advice or tax strategy — that is your CPA's or EA's role. With your authorization, we coordinate records with your CPA: we keep the books accurate and timely so the advice they give is based on real numbers, and we make sure nothing on the bookkeeping side trips up their plan.
Do I still need a CPA?
Yes — for filing your income-tax return, tax advice and strategy, and any IRS representation, you need a CPA, EA, or tax attorney. We don't replace them and never claim to. What we do is give them cleaner inputs: tax-ready books, prepared 1099s, and a year-end handoff package designed for CPA review (acceptance depends on the recipient’s requirements), so less of their time goes to fixing records.
Are you affiliated with the IRS or Intuit?
No to both. TechBrot is a bookkeeping and advisory firm — we are not the IRS, not a government agency, not a CPA firm, and not Intuit or Intuit's official support. We never present ourselves as official anything.
Start with tax-ready books
Get the books tax-ready before your CPA needs them.
Tell us where the books stand. We’ll tell you which engagement fits, if any.
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