Reconciliation, Remittance and Reporting

Tax Reporting, with its complex and ever-changing regulations, can be a challenging undertaking, with high volumes of activity and a variety of deadlines. 

We offer tax reporting services including daily reconciliation, remittance, and reporting to the IRS and state revenue agencies of withholding amounts; generation of shareholder tax forms; electronic transmissions to the IRS and state revenue agencies; and quarterly/annual filing of required withholding tax returns. Bank match programs and B‑notice processing are also supported.