Tax Operations

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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 Ops_tabbed section_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 certification process

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Tax Ops_tabbed section_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
  • $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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Tax ops_tabbed section_information reporting

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.


clients supported

3.4 mil

forms reported annually


years of experience

$264 mil

in tax withholding remitted to IRS in 2021

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.

Lyle Lang

SVP, Tax Manager

Lyle heads our Tax team at EQ and has more than 31 years of experience working in the financial services industry with various roles in operations and accounting.


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.

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