Reconciliation, Remittance, and Reporting of Federal and State Withholding

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.

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