Tips for successfully filling out and submitting the 1099-MISC Client Intake Form

  1. Click the PDF Logo above and DOWNLOAD and SAVE the form to your desktop (Failure to use the downloaded copy will result in a failed submission)

  2. Open the downloaded version from where your saved it in Adobe Acrobat

  3. Fill in all relevant information

  4. Hit "Submit" to securely send your form through our secure email platform

  5. It was submitted successfully ONLY if you receive a confirmation email from us.

  6. If you need additional space, fill out a second form with your company name and in the address field type "Page 2" so we know there is more than one page.



2139 N. Union Street, Suite 3

Spencerport, NY 14559


1 East Avenue, Suite 101

Hilton, NY 14468


Phone: (585) 454-8780

Fax: (585) 625-0024


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