Scope sheet
finbryn.com
Tax prep support
Information return preparation support (1099s and W-2s)
Information return preparation support builds your 1099-NEC, 1099-MISC and W-2 filings from books and payroll data our team already reconciles, collecting W-9s through the year so the January 31 deadline is a formality. A credentialed signer or your registered filing partner reviews and transmits every form Finbryn prepares, corrections included.
What is included
- W-9 collection tracking for every vendor added during the year
- TIN matching results and mismatch flags
- Payment totals reconciled to your books, by vendor
- Draft 1099-NEC and 1099-MISC forms prepared for signer review
- Draft W-2 forms prepared from your payroll platform data
- State information-return copies where a state requires them
- Corrected-form preparation when a number or address changes
- A running count against the electronic-filing threshold
The process
- 1.
Vendor and payroll list review
We pull the current vendor and employee list from your books and payroll platform and check it against W-9s already on file.
- 2.
Rolling W-9 collection
Requests go out to new vendors as they are added through the year, instead of one bulk request in January.
- 3.
TIN matching
Names and taxpayer IDs are checked for mismatches while there is still time to correct them with the vendor directly.
- 4.
Threshold re-check
Every vendor is checked against the current reporting threshold, including the $2,000 nonemployee-compensation threshold that applies to 2026 payments.
- 5.
Payment totals reconciliation
Amounts are pulled from your books by vendor and matched across every payment method used during the year.
- 6.
Draft forms for signer review
Completed 1099 and W-2 drafts go to your credentialed signer, with state copies prepared where a state requires its own filing.
- 7.
Corrections as needed
Any correction after filing goes through the same review step as the original before it is transmitted.
Software
QuickBooks Online, Xero, Gusto, Bill.com, Track1099
Pricing
Information return preparation support is priced as an add-on to monthly bookkeeping, scaled to how many vendors and employees need a form. Current ranges are published on the pricing page, and your exact fee for a filing season is confirmed in writing before work begins, with a first season starting from an unreconciled vendor list priced differently from a repeat season.
Finbryn is a brand of Northlane Solutions Inc., a Delaware corporation.
Reviewed September 2026