Year-End Services
Streamline Your Tax Compliance and Reporting Operations
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.
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.
- 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.
The Benefits of Working With Us
Efficient Stock Plan Management
We take care of the intricate details of stock plan administration, allowing you to focus on your core business operations. With our expertise, you can unlock the full potential of your stock plans.
Seasoned Stock Administration Experts
Our dedicated experts exclusively commit themselves to your business, gaining an in-depth understanding of your company's stock plan structure and objectives, ultimately leading to enhanced accuracy in stock options tracking, employee communication, and reporting.
Collaborative
Approach
We align with your company's culture and values, ensuring a collaborative partnership that ensures your equity compensation needs are met seamlessly.
Partner With Us
Today
Optimize your tax compliance and reporting efficiency by outsourcing your 6039 reporting to the seasoned professionals of our team. Enhance precision and simplify your tax-related procedures.
Asset Management
Smart Manufacturing
Life Insurance