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Your Go-To Tax Ops Experts

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.

Tax Certification

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Tax certifications are processed through industry leading technology

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

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Tax Withholding

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

  • Regulatory compliance at the forefront of our process
  • $260 million in tax withholding remitted to IRS annually
  • Experts in tax regulations with established ties to government agencies across the globe

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Information Reporting

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Consistently on time and accurate year-end informational reporting

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

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Best With Clients And Best With Shareholders

For over 90 years, we have helped more than 700 companies evaluate their customer tax form certifications and tax withholding to meet IRS rules and regulations.

700+

clients supported

4.3 mil

forms reported annually

90+

years of experience

$260 mil

in tax withholding remitted to IRS in 2020

An Extension Of Your Team

Our clients trust us with their business. We extend their own team, providing the support they need to thrive.
 

Zach Ewing

VP, New Business Development

Zach has spent the last 10 years in the financial technology service industry helping clients solve complex challenges by identifying and matching key strategic initiatives with enterprise solutions. 

Britt Rohde

Business Initiatives Consultant

Britt has been in the financial services industry for more than 10 years. She works closely with internal and external partners to put in place solutions that ensure client and organizational needs are met.

Sean Sutton

Operations Tax Manager

Sean has more than 7 years of experience in corporate tax and operations. He has managed several high profile corporate taxable events and oversees the EQ tax team to assure quality and compliance.

  

Podcast: End-to-end Tax Operations

What are the values of an outsourced tax reporting model versus doing it in-house? EQ, TAINA and KPMG team up to discuss a target operating model of tax operations that go beyond your transfer agent needs.

Latest Insights

Client Services

3 Best Practices In Relationship Management

People, mindset and processes. Here is the winning combination that our teams bring as your transfer agent.

White Paper

Why Companies Need A Transfer Agent

Millions of shareholders who interact with transfer agents regularly don't know who we are or what we do. Here's a quick look into the world of a transfer agent.

Governance

Corporate Actions And The Role Of A Transfer Agent

Your company doesn't go through a merger or spin-off every day. Here is how your transfer agent can help you get the details right for a successful event.

Client Services

The Case For The Dematerialization Of Physical Securities

EQ's Katie Sevcik, EVP, Chief Operating Officer, responds to a recently published white paper by The Depository Trust & Clearing Corporation (DTCC) that discusses the importance of advancing dematerialization in today's world of technology-driven transactions.

EQ

Us Vs Them: Why A Transfer Agent Might Be Your Best Choice For Equity Compensation Services

What does a transfer agent have to offer that other equity plan administrators don't? Plenty! Here's a look at some of the key differences between plan providers.