First-Year Freelancer / 1099
“I got my first 1099 and I'm completely lost, can you walk me through it?”
Getting a first 1099 can feel confusing because it often changes how income is reported and tracked compared with a W-2 job. The main questions usually involve which type of 1099 was issued, whether the income is from self-employment or another kind of payment, and what records are available for expenses tied to that work. The answer also often depends on how the work was performed, whether taxes were withheld, and how the payments fit into the rest of the year’s income. For many first-time freelancers, the focus is on organizing records and understanding what information the form is meant to report. Walking the details through with a CPA is the fastest way to know what truly applies here.
In your 30-minute session, the KGOB advisor handling it will:
- Read your exact situation and tell you, in plain English, what’s actually going on.
- Lay out your options and the trade-offs — no jargon, no judgment.
- Give you a clear next step you can act on, whether that’s with us or on your own.
“I just got my first 1099 and I don't know what to do with it?”
“How do I handle my first 1099 as a freelancer?”
“I'm new to freelancing and got a 1099, what does that mean for me?”
“What am I supposed to do after getting my first 1099?”
“I just left my W-2 job to go independent, how do my taxes change?”
“I just got a 1099-K from Venmo for selling my old personal clothes at a loss, do I actually have to pay taxes on this money?”
This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.
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