Helpful Tax Resources and Guides

The latest news, topics, technology and resources for tax professionals in the developing digital world

Freelancer reviewing 1099 tax documents and calculating how much to set aside for taxes

Tips & Guides

How Much Should You Set Aside for 1099 Taxes in 2026?

October 6, 2026

Learn how much to save for 1099 taxes in 2026, including self-employment tax, estimated payments and tax tips.

Resources & News

The IRS Received Your 1099. Is the Filing Finished?

September 24, 2026

A 1099 filing is not complete until federal and state reporting requirements, payment records, TINs, withholding, and state filing rules are verified, especially with the 2026 FIRE-to-IRIS transition.

Close-up of an IRS Schedule A (Form 1040) tax form

Deductions

The Top Five Mistakes Tax Pros Are Making with Schedule 1-A

March 13, 2026

The IRS released Schedule 1-A mid-filing season, creating new deductions for tips, overtime, and more. Here are the top five mistakes tax pros are already making and how to avoid them.

A businessman and businesswoman talking outside a courthouse

1099-MISC

Do Payments to a Lawyer Need a Form 1099 and if so, which one?

March 6, 2026

Payments to lawyers have been subject to special IRS reporting rules since 1997. Learn when to use Form 1099-NEC vs. 1099-MISC for attorney payments and why lawyers are singled out for heightened scrutiny.

Hand completing an IRS Form W-9 with an orange pen

E-File

Navigating the Start Up World: What You Need to Know About Paying Contractors and Filing 1099-NEC

March 5, 2026

Hiring contractors as a startup? Learn the IRS requirements for collecting W-9 forms, tracking payments, and filing 1099-NEC forms to stay compliant as your business grows.

IRS Form 1099-MISC and Form 1099-NEC side by side with a pen

E-File

Understanding the Difference Between Form 1099-NEC and Form 1099-MISC

January 26, 2026

Confused about whether to use Form 1099-NEC or 1099-MISC? Using the wrong form or missing a deadline can lead to costly IRS penalties. Learn the key differences, filing rules, and common mistakes to avoid.

Hands typing on a laptop with a glowing digital network overlay

E-File

The Rise of SaaS Tax Services | What to Know

January 22, 2026

Moving away from traditional tax download software can be intimidating. But moving to a cloud-hosted platform can boost operational efficiency and save tax and accounting pros tons of time and money.

Close-up of an IRS Form W-2 Wage and Tax Statement with a pen

E-File

IRS Guidelines for Determining Contractor vs. Employee Status: What Every Business Owner Needs to Know

January 22, 2026

Misclassifying workers can lead to costly IRS penalties. Learn the key differences between 1099-NEC contractors and W-2 employees, how the IRS determines worker status, and what business owners must do to stay compliant.

Illustration of a laptop emailing envelopes versus a physical mailbox

E-File

Understanding 1099 and W-2 Filing Dates: Why You Should E-File vs. Mail

January 20, 2026

Key filing dates for 1099 and W-2 forms, why e-filing beats mailing now that the 10-form mandate is in effect, and the penalties you face for missing deadlines.

E-File

How to E-file 2025 Taxes | 3 Simple Steps

January 15, 2026

A tax preparer's guide to navigating the e-file landscape and the best practices for the tax season. The experts at Tax-Aid Filing walk you through the steps to mastering an evolving digital process.

E-File

The Top 6 Mistakes People Make While Filing

January 14, 2026

Tax season doesn't have to be stressful. From missed deadlines to incorrect forms and overlooked state requirements, small W-2 and 1099 filing mistakes can lead to costly penalties and compliance headaches.