Illustrative scenario · 1099 worker

Two 1099s, one shoebox and an April surprise

A self-employed professional paid by two companies has no separate account, no mileage log and a large tax bill every April.

How it unfolds

Week 1
Separate
A business account opened and every income source routed into it.
Week 2
Track
Receipts captured digitally and mileage logged automatically.
Quarterly
Plan
Estimated tax dates calendared with income organized for the CPA.
Year end
Hand off
A complete package delivered to the CPA in January.

Composite example for illustration; not a specific client. Timelines vary with each engagement.

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