Don’t let 1099s sneak up on you

Published 7 months ago • 1 min read

Morning Reader!

It’s not even tax season yet… so why are we talking about 1099s?

Because prepping now will save you stress (and scrambling) in January.

If you paid any contractors, consultants, or other businesses this year, now’s the time to check:

Do you need to file a 1099 for them?

We created a simple 1099 Decision Tree to help you find out. Go to file > create a copy to create a working document for your practice.

What information do I need to file a 1099?

W-9 form from each person or business you paid. Download a blank W-9 here.
The total amount paid during the year.

How do I file a 1099?

Bookkeeping software (like QuickBooks).
E-filing service (like tax1099).
Work with your accountant.

What’s the deadline?

Individuals/businesses must receive their copy of the 1099 by January 31, 2026.

Taking 10 minutes now to request W-9s (there is typically a delay here!) and check your contractor list will make tax season smoother.

A good best practice going forward: always request a W-9 from anyone you pay — before you pay them.

The Update: News for Your Practice

1) The complete guide to private practice telehealth

Running a telehealth practice offers flexibility and broader reach, but it’s not as simple as hopping on a video call—therapists must ensure they’re compliant with licensing laws, HIPAA regulations, and professional standards to protect client care and avoid legal risk.

2) Social Media Tips For Business Owners Who Hate Self-Promotion

Who else can relate to this? These approaches can help :)

3) Recent Tax Law Updates That Could Boost Your Refund

New tax legislation could mean bigger refunds through expanded deductions and credits. The One Big Beautiful Bill permanently extends key tax cuts, raises the SALT deduction cap, and reforms tip and overtime taxation — changes that directly benefit small business owners.

“You don’t have to see the whole staircase, just take the first step.”

— Martin Luther King Jr.

Have more questions?

Check us out

Talk soon,

Emily

P.S. Want to make sure your books are clean and ready before year-end?

Just reply to this email if you’d like help reviewing your records or getting your 1099s filed without the last-minute rush.

49 Lake Dr., Wells, ME 04090
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