FAQs

Frequently Asked Questions

I work with contractors. Does Crest Savvy assist with 1099s?

Absolutely! We offer year-round 1099 reports detailing amounts paid, payee information, dates, and payment methods, enabling you to file your 1099s confidently and punctually.

Yes. We discuss personal federal and state tax filings with your bookkeeper.

Your personal bookkeeper categorizes transactions, reconciles accounts, and prepares financial statements. They identify unusual transactions and work with you to maintain organized and accurate records.

Collaborating with your bookkeeper is simple—just send an in-app message or schedule a call at no extra cost. One-to-one bookkeeper support is part of your plan, and we’re always here to help.