• This is the number of combined bank accounts (checking and savings accounts) and credit cards used for business expenses.

  • Low = 25 transactions per month per account.


    High = greater than 25 transactions per month per account

  • How many people are working in your business, this includes you and any employees and weekly freelancers.

  • Depending on your entity type and city / state location, we will support in the renewal of your business on an annual basis.

  • Any vendor paid for services, rent, and other non employee payments up to a certain amount ($600 for 2025 and $2,000 for 2026) are required to receive a 1099.

    We will request the W9 on your behalf and file the 1099s with the vendor and IRS.

KEY