Forms 1099, 945, 1042-S, 1042, W-2G and Withholding Certificates Forms W-9/W-8
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

We help you understand what the rules require and apply them correctly — classifying payees and payments, determining the appropriate withholding, and documenting the reasoning behind every determination.

  • Guidance on Withholding Certificates (Forms W-8 and W-9)
  • Character of Payment Determinations and Sourcing Analysis
  • Withholding and Deposit Guidance
  • Guidance on Form 1099, 945, 1042-S and 1042 reporting
02

Operational Development

We work with your team to understand your current process, identify the gaps, and build the procedures, tools, and training that keep information reporting on track year after year.

  • Process and Procedures
  • Training
  • Tool Development
03

Reporting Compliance

At filing time, we can work alongside your team to complete returns accurately and on time — or take the filing off your plate entirely, preparing and submitting electronic returns on your behalf.

  • Reporting of Electronic Returns — Form 1099, Form 945, Form 1042, and Form 1042-S
04

Controversy

If a notice arrives or exposure surfaces, you do not have to face it alone. We respond to the IRS on the facts and guide voluntary disclosure where it is the right move.

  • IRS notices for late filings, Name/TIN matching failures, and late deposit penalties
  • Voluntary disclosure for unreported 1099 and 1042-S obligations — before an audit begins
05

Gaming and Casino Operations

Casinos and gaming operations carry information-reporting duties most advisors rarely touch — on the gaming floor, at the cage, and through accounts payable. We help you get patron and vendor reporting right and keep it defensible, from the first payout to the final return.

  • Form W-2G reporting for patron winnings
  • Form 945 for backup & gambling withholding
  • Cage & accounts-payable W-9 collection
  • Form 1042-S for foreign patrons & vendors
  • 2026 OBBBA thresholds & state reporting
  • IRIS and MeF filing readiness

Try our free casino compliance check

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.