1099 TaxES Setup

How YOU CAN Avoid the April Tax Panic!

Many independent contractors don't have to pay too much in taxes — they just don’t have a system for tracking deductions.

Watch the 2-Minute Explanation

Most 1099 earners don’t struggle earning extra money. They struggle holding onto it at tax time.

Why 1099 Earners Often Pay Tax on Too Much Income

When tax season arrives, many earners are:  
• waiting on bookkeepers
• searching for receipts
• unsure what deductions apply
• surprised by their tax bill  

The issue usually isn’t the taxes themselves.  It’s the lack of a simple system during the year.

This setup shows independent contractors how to organize income and track deductions during the year so tax season is easier.

Get the 1099 Taxes Setup – $97
 Takes about 30 minutes to set up  • Works for commission or 1099 income

The Independent contractor 1099 (CASE Study)

Connect

Link your bank account to the app software so all your expenses feed right into the app.

Categorize

Categorize each item, gas, office expense MLS dues so you track every Realtor deduction. 

Review

Generate a Profit & Loss report that shows totals that feed right into the tax return. 

No accounting background required. The goal is simple. Help the self employed prepare for tax season.

1099 Taxes Setup

A guided setup that shows independent contractors how to organize income and track deductions before tax season.

Prepared Numbers Make Tax Filing Easier

Mildred Dillon CPA

Package

$97.00 regular price

One-time fee, USD 

  • 30 min  Setup walkthrough
  • Deductions checklist 
  • Profit & Loss report
  • Access to ongoing support community

No complicated accounting jargon. Just the system.

for groups 

Department Heads & Team Managers

 If you’re a department, team leader, or office manager and would like to share this resource with your contractors, feel free to pass along this page.  Many of them struggle to organize their numbers throughout the year, which is why I created this simple setup to help them track their deductions and be tax-ready when April arrives. I also give them access all year to a special community group where they can ask their questions.
 If you’d like to host a short lunch-and-learn or virtual session for your office, please use the button below to send me a message .

Built by a CPA Who Knows 1099 Income

You don’t need a complicated accounting system to stay organized when you're self-employed.  But you do need a clear way to track deductions so your 1099 income doesn’t turn into a tax surprise every April.

I’m Mildred, and my first side hustle years ago was actually real estate.  After years of barely breaking even with taxes at my corporate job,
I received a $5,000 tax refund my first year as a new Realtor.  

That experience showed me how important it is to track income and deductions correctly when you’re not getting a paycheck.  Since that time — after presenting to companies and staff  and working with business owners one-on-one — I noticed the same issue kept coming up:  People weren’t missing deductions because they didn’t exist. They were missing them because there wasn’t a simple system to track them during the year.

So I created this simple 30-minute setup anyone can use to organize their numbers, along with a small support community to offer ongoing support, answer questions and share what’s working throughout the year.

Most people complete the setup in less than 30 minutes.

FREQUENTLY ASKED QUESTIONS

No. A 1099 is simply a form issued to report income paid to independent contractors. But many 1099 earners receive income from multiple sources, and sometimes not every payment results in a form. The setup system helps you track all income and expenses throughout the year, so you can generate accurate totals whether or not you receive a 1099.

No. This setup focuses on organizing income and deductions for tax reporting. It’s a simple structure that helps you categorize transactions and generate a basic Profit & Loss report — the report most commonly used to prepare taxes.

Not at all. The setup is designed for independent earners who want a clear and simple way to track their numbers without needing an accounting background.

Yes. The same system can also help you organize past income and expenses when working backwards to prepare overdue tax filings.

No. This system helps you organize your numbers so tax filing becomes much easier. Many people who use the setup system later choose to work with a CPA for filing or tax planning once their records are organized.

Yes. I work virtually with business owners nationwide using secure tools and multi-state filing software.