乐鱼(Leyu)体育官网

Industries

Helping clients meet their business challenges begins with an in-depth understanding of the industries in which they work. That鈥檚 why 乐鱼(Leyu)体育官网 LLP established its industry-driven structure. In fact, 乐鱼(Leyu)体育官网 LLP was the first of the Big Four firms to organize itself along the same industry lines as clients.

How We Work

We bring together passionate problem-solvers, innovative technologies, and full-service capabilities to create opportunity with every insight.

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Careers & Culture

What is culture? Culture is how we do things around here. It is the combination of a predominant mindset, actions (both big and small) that we all commit to every day, and the underlying processes, programs and systems supporting how work gets done.

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Information Reporting & Withholding Tax Services

Services to help comply with U.S. and foreign withholding and information reporting regimes

Information Reporting & Withholding Tax Services
Comply with accuracy

Meet U.S. and foreign information reporting and withholding (IRW) compliance obligations accurately and on time.

Reduce risk of penalties

Reduce or eliminate penalties resulting from improper, delayed, or noncompliant IRW processes.

Keep up with change

Access a team that understands IRW challenges and can help you stay abreast of detailed and ever-evolving due diligence, withholding, and reporting requirements.

Taking the complexity out of compliance

The 乐鱼(Leyu)体育官网 Information Reporting & Withholding Tax Services practice offers a wide range of IRW-related consulting services and technology solutions to help our clients navigate both U.S. and non-U.S. regimes, such as:

  • Internal Revenue Code Chapters 3, 4, and 61

  • Foreign Account Tax Compliance Act (FATCA)

  • Common Reporting Standard (CRS).聽

We can help you manage complex U.S. and foreign reporting, withholding, and due diligence rules; assist you with filing and compliance matters related to Forms 1042-S, 1099, 8966, W-8, W-9, and 8233; and support you in complying with cost-basis reporting, IRC sections 871(m) and 1446(f), FBAR filings, and crypto/digital assets. You can also turn to our IRW team to develop and deliver training to your organization on U.S. and global IRW topics.

Advisory/Consulting Services

Our team can assist you with addressing U.S. and global IRW issues and can be available on an on-call basis. With both technical and practical experience, we can recommend industry-leading practices in such areas as vendor evaluations, target operating model development, and building of compliance processes to address regulatory changes.

Audit/Health Checks

IRS audits are stressful. Our deep experience enables us to help you mitigate audit risks with health checks that cover U.S. resident and nonresident withholding, FATCA and qualified intermediary compliance, responsible officer certifications, and diagnostics of processes and systems for crypto/digital assets, among other items.

Managed Services

When targeted support isn鈥檛 enough, we stand ready with 乐鱼(Leyu)体育官网 IRW On Demand鈥攎anaged services support with customized and compliant processes, proprietary enablers, and strategic use of automation鈥攖o help you meet your IRW compliance obligations, encompassing tax documentation, due diligence, and reporting.

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Logic/Technical Support

Our tech-smart IRW professionals work closely with 乐鱼(Leyu)体育官网 Ignition to customize systems logic and proprietary software. We also have significant experience writing tax technical memos on complex issues and requirements documents or logic to assist your internal IT team with new or updated systems of accounting.

Tools and Technology Solutions

乐鱼(Leyu)体育官网 IRW Tax Services includes a range of technology solutions that can help you comply with U.S. and foreign withholding requirements and reporting regimes. Our tools include the 乐鱼(Leyu)体育官网 IRW e-Delivery Tool, the RO Toolkit,听QI Toolkit聽and the WP Toolkit.

Subscription Alert Services

IRW regulations and forms are constantly evolving and subject to changing interpretation. Our professionals closely monitor these areas and provide timely information that keeps subscribers abreast of changes and developments happening at the state, national, and international levels through three subscription-based services.

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乐鱼(Leyu)体育官网 IRP Alert

Focuses on U.S. federal IRW-related technical tax issues and compliance initiatives.鈥疭ubscribers receive news alerts periodically via email with updates on Internal Revenue Service IRW developments, such as new regulations, notices, and rulings, as well as changes to forms and filing requirements. These alerts also consider the practicalities of implementation and the potential business impact on companies.

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乐鱼(Leyu)体育官网 State IRP Alert

Provides subscribers with timely and valuable state IRW data and insights. Subscribers have access to tables covering a wide range of state IRW information related to financial products, securities, retirement plans and IRAs, federal Forms 1099-A, 1099-C, and 1099-K, and more. Subscribers also receive weekly updates on related developments.

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乐鱼(Leyu)体育官网 AEOI Updates & Tracking Service

Helps subscribers keep up to date with changes to FATCA and the OECD鈥檚 CRS across more than 30 countries. Subscribers select the jurisdictions they want to track and receive tailored ongoing alerts, monthly summaries of alerts, and a monthly Excel grid of updates and regime status.

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Subscribe to 乐鱼(Leyu)体育官网 Information Reporting & Withholding Tax Services Insights

Sign up to learn about the latest IRW insights

What makes us different?

Failure to comply with IRW regulations and forms, which are constantly evolving and subject to interpretation, can be costly. Our wide range of IRW Tax Services, supported by an array of 乐鱼(Leyu)体育官网 resources, is designed to help you comply with confidence.

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Deep team experience

Deep team experience

Our experienced IRW professionals include individuals who have worked in industry or at U.S. Treasury, the IRS, and the OECD, some of whom were actively involved in the development of IRW regimes.鈥疶he team also includes licensed tax specialists, CPAs, IRS enrolled agents, software developers, and former technology leads.
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Our knowledge of tax regulations, processes, operational procedures, and account and payment systems can help you put the right technology and tools鈥攆rom both technology vendors and proprietary 乐鱼(Leyu)体育官网 tools and enablers鈥攊n place to manage the complexities of IRW requirements compliance.聽
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Global member firm network

Global member firm network

By actively working with IRW professionals in 乐鱼(Leyu)体育官网 International member firms around the world, we can advise you on the application of local-country rules and procedures, while helping you implement a consistent global approach.
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Washington National Tax

Washington National Tax

Washington National Tax, the technical core of the 乐鱼(Leyu)体育官网 Tax practice, serves as a premier resource for clients and 乐鱼(Leyu)体育官网 professionals in resolving complex tax issues.
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Learn more about IRW Tax Services

Image of Laurie Hatten-Boyd
Laurie Hatten-Boyd
Principal, Information Reporting & Withholding Tax, Washington National Tax, 乐鱼(Leyu)体育官网 US

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Thank you for signing up to receive 乐鱼(Leyu)体育官网 IRW Tax Services insights.

Subscribe to 乐鱼(Leyu)体育官网 Information Reporting & Withholding Tax Services Insights

Tax information reporting and withholding (IRW) regulations and forms are subject to constant change. To stay abreast of the latest IRW developments, sign-up to receive complimentary insights offered through our 乐鱼(Leyu)体育官网 TaxWatch webcasts, Tax IRW Ops Quick Tips & Updates articles, and more.

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