Tax Operations Services | Expert Tax Reporting Support | EQ

AST Access
open navigation close navigation Menu
Home Public Transfer Agent Services Tax Operations

Overview

Keeping up with tax regulation changes can be burdensome and, if not followed properly, may result in penalties from the IRS. Having an expert partner take care of the operational support associated with proper tax reporting will help keep your mind at ease and IRS penalties at bay.

Our Services

Tax Certification

Tax certifications are processed through industry-leading technology 

  • Digital solution reduces time and resources
  • Reliable and in-sync with current regulations
  • Streamlines and expedites the certification process

Tax Withholding

More than 90 years of experience keeping up with updating regulations and trends in tax withholding

  • Regulatory compliance at the forefront of our process
  • $290 million in tax withholding remitted to IRS annually
  • Experts in tax regulations with established ties to government agencies across the globe

Information Reporting

Consistently on-time and accurate year-end informational reporting

  • Tax reporting and remittance to the recipient and federal/state agencies
  • Reliable compliance with continuous shifting regulations
  • Provides peace of mind while reducing the risk of penalties

Cost Basis Recordkeeping

Maintaining shareholder records with accuracy

  • Timely capturing of cost basis at a tax lot level
  • Monitoring of events requiring adjustments to tax basis
  • Inclusion or exclusion of applicable fees, commissions and/or discounts incurred in the acquisition or sale of shares

You May Also Be Interested In...

Transfer Agent & Registrar Services

EQ is your one partner that does it all—our industry experience, tenured expertise, and emotional intelligence provide support and generate ...

Read More

Dividend Disbursement & Reinvestment Services

Dividend disbursement means more than just providing your shareholders with a cash return on their investments. EQ can help you use investme...

Read More

Equity Plan Solutions

Innovative and strategic compensation solutions that leave employees feeling valued and you successful because we know what people are worth...

Read More

Ready to Get Started?

Connect with our team to learn about EQ’s transfer agent offering and full range of services.

CONNECT WITH US
share-xx