1099 Year-End Prep Agent

Assembles W-9s + 1099-NEC packets for every vendor before Jan 31. Replaces a $55k Tax Preparer.

The Problem

An SMB owner pays $55k/yr to a Tax Preparer who spends January chasing W-9s from 30-80 vendors, totaling YTD payments per vendor, validating TINs, and assembling 1099-NEC packets. The role is 85% document chasing + line-totaling — agent territory.

The Outcome

December 1 → agent pulls every vendor with > $600 YTD payments from QBO → cross-references W-9 on file → drafts 'missing W-9' email per vendor → on receipt, parses W-9 with Unstructured → validates TIN format → assembles 1099-NEC draft per vendor with payment total + recipient block. You sign, your CPA files.

Day in the Life

Dec 1: pulls vendors with YTD > $600 in QBO → drafts W-9 request emails for any vendor missing one → tracks responses

On W-9 receipt: parses PDF via Unstructured → extracts TIN, name, address, entity type → validates via IRS TIN-format rules

Jan 15: drafts 1099-NEC packets for every qualifying vendor → emails CPA-ready bundle for human review and filing

Deploy Specs

Runtime

python

Pattern

native-agent

Tier

medium

Setup Time

hours

Required Env Vars

ANTHROPIC_API_KEYQBO_CLIENT_IDQBO_REFRESH_TOKENGMAIL_REFRESH_TOKENDRIVE_REFRESH_TOKEN

Integrations

Unstructured (W-9 parsing)QuickBooks OnlineXeroGmail

GitHub Source

Repository

Unstructured-IO/unstructured

Stars

14,583

License

Apache-2.0

Last Commit

2026-04-28

Replace

Tax Preparer

$55,000/yr

AgentDepot

$299/month

Save $51,412/yr · 15.3x cheaper

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Also Replaces

×Track1099 $2.99/form

×Tax1099 $3.79/form + prep time

×Bookkeeper January overtime

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