Forms 1099, 945, 1042-S, 1042, W-2G and Withholding Certificates Forms W-9/W-8
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InfoReporting Solutions
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What we do

Services that simplify complex reporting

Solutions to simplify complex tax information reporting and withholding requirements, minimize errors, and reduce penalties — from the first determination to the final return.

01

Advisory

Tax Advisory Services for Information Reporting and Withholding

We help organizations navigate complex U.S. tax information reporting and withholding requirements, including payee classification, payment characterization, income sourcing, withholding obligations, and documentation.

  • Forms W-8 and W-9 documentation and validation
  • Form 1099 and 1042-S reporting determinations
  • Payment characterization and income sourcing analysis
  • Tax treaty benefits and withholding exemptions
  • Withholding and deposit guidance
02

Operational Development

FIRE-to-IRIS Implementation, Training & Information Reporting Process Improvement

We work with organizations to design, implement, and improve their Form 1099 and 1042-S reporting processes. Whether transitioning from FIRE to IRIS, developing internal procedures, or training staff to manage reporting internally, we provide practical solutions that support accurate and efficient reporting.

  • FIRE-to-IRIS transition planning and implementation
  • IRIS filing readiness, data mapping, and submission preparation
  • Form 1099 and 1042-S training to help internal AP, tax, and finance teams manage their own reporting obligations
  • Information reporting procedures and internal controls
  • Reporting automation and tool development
03

Reporting Compliance

Form 1099, 1042-S, 1042 & 945 Filing and Managed Reporting Services

InfoReporting Solutions provides flexible reporting compliance services, from assisting internal teams with year-end filing to managing the reporting process on their behalf. Our services include data preparation, technical review, electronic filing, corrections, and ongoing compliance support.

  • Form 1099 and 1042-S preparation and electronic filing
  • Form 1042 and 945 preparation and filing support
  • Managed information reporting and year-end compliance
  • Reporting data review, reconciliation, and validation
  • Corrections, amendments, and filing issue resolution
04

Controversy

IRS Information Reporting Notices, Penalty Defense & Voluntary Disclosure

We help organizations respond to IRS information reporting and withholding notices, resolve reporting discrepancies, evaluate penalty exposure, and address historical compliance issues, including voluntary disclosure where appropriate.

  • IRS CP2100 and CP2100A notice assistance
  • First and second B-Notice compliance procedures
  • Form 1099 name/TIN mismatch and backup withholding issues
  • IRS information reporting and withholding penalty responses
  • Form 1042 voluntary disclosure and compliance remediation
05

Gaming and Casino Operations

Casino Tax Information Reporting, Forms W-2G, 1099 & 1042-S

We provide specialized information reporting and withholding services for tribal and commercial gaming operations, addressing patron winnings, vendor payments, foreign recipients, and related compliance obligations.

  • Form W-2G reporting for gambling winnings
  • Form 945 backup and gambling withholding reporting
  • Form W-9 collection and vendor documentation
  • Form 1042-S reporting for foreign patrons and vendors
  • Gaming reporting thresholds and state reporting requirements
  • IRIS implementation and electronic filing readiness

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How we work

A clear path from question to compliance

Every engagement is tailored, but the shape is consistent — so you always know what happens next.

Step 01

Assess

We learn your payees, payments and processes, and pinpoint where the reporting risk actually sits.

Step 02

Determine

We resolve the hard questions — which form, which rate, which treaty — and document the reasoning.

Step 03

Implement

We file, or set your team up to file, with procedures and tools built around how you operate.

Step 04

Support

We stay available for notices, questions and the next reporting cycle as the rules evolve.

Let’s scope the right engagement

Tell us where you are — a single determination, a full reporting season, or an open IRS notice — and we’ll recommend the most efficient way forward.

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