Flexible Full Time Professionals

Our Full-Time Dedicated Professionals become an integral part of your team, providing leadership and focused support for your equity compensation administration. We pride ourselves on understanding your company’s stock plan structure and objectives, ensuring enhanced accuracy in tracking, communication, and reporting.

• Leadership: Administer cross-functional coordination for plan functionality.
• Eliminate Turnover: No need to worry about resignations, hiring process, or onboarding.
• Seamless Integration: A highly specialized professional with in-depth platform expertise to integrate seamlessly into your team.

Team Based Outsourcing

Do you feel overwhelmed by the day-to-day administration? Are you finding yourself struggling to keep up with changing plans and regulations? We provide you with a team-based approach to create scalability, redundancy, and mitigate risk.

• Fixed Fee. Defined Term.: Know exactly what you are paying without the worry of overtime.
• Team-based Approach: Have peace of mind knowing an entire team is running a system designed for effective administration.
• Redundancy: Eliminate the single point of failure with multiple eyes on every aspect of your plan.
• Proprietary Workflows: Increased accuracy and timeliness of administration with communication workflows specifically designed for stock plan administration
• Scalability: Our team is designed to appropriately scale as your plan participants increase
• Managed Risk: Improved audit and risk controls in place to minimize errors

We will take the heavy workload of day-to-day administration off your shoulders.

Year-End Services

Streamline your tax compliance and reporting operations by delegating your year-end reporting needs to our skilled professionals. Whether you require support for 6039, Disposition, or 1099 reporting, our team is here to enhance accuracy, improve efficiency, and simplify your tax-related tasks. Outsourcing your year-end services to us not only ensures compliance but also reduces the risk of errors or omissions. Our experienced professionals are dedicated to providing timely, reliable, and secure solutions, so you can confidently meet your reporting obligations with ease.

• Dedicated Project Manager: Enjoy white-glove project guidance from start to finish.
• Data Security: Ensure secure data upload and download via our Atlassian-based system.
• Traceable, Secure Mailing: We handle participant forms with precision and care.
• Informative Participant Letters: Included with most services for added clarity.
• Electronic Filing: We handle IRS submissions, eliminating the need for complex file formatting or obtaining a TCC.
• Late Filing Assistance: Need extra time? Our experts can guide you through the extension process.

Specialized Reporting Services

• 6039 Reporting:
  • Proprietary data audits ensure accuracy before mailing or IRS submission.
  • Aggregate participant forms, reducing confusion and mailing costs.
• Disposition Reporting:
  • Seamlessly merge equity data into survey templates for mailing.
  • Track returned survey results with precision.
  • Support tax compliance for disqualified dispositions, including potential tax benefits.
• 1099 Reporting (1099-B, 1099-MISC, 1099-DIV):
  • Ensure federal and state tax compliance for equity transactions.
  • Leverage easy-to-use data templates—leave the rest to us!
  • Benefit from IRS-compatible electronic filing.

Special Projects Our special projects division is designed to run your unique projects from start to finish. Our experts are trained to supervise and deliver unique projects during their lifecycles, from start to finish.

• Stock Split: Perform capitalization change in the equity platform and reconcile results.
• Private to Public Conversion: Prepare data for new platform implementation for IPO companies, including data migration and bulk share transfer.
• Newly Public Co-Platform Implementation: Convert existing equity data into a new provider platform.
• Platform Data Conversion: Convert existing platform database to a new provider.